Connect * Empower * Impact


2019 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium: Sunday, November 17 - Tuesday, November 19
AFCPE Symposium: Tuesday, November 19 - Thursday, November 21
Schedule Subject to Change

Thursday, November 15th, 2018
AFCPE® Research Project: Exploring the Effects of Financial Interventions on Client's Subsequent Outcomes and Behaviors in the Financial Counseling, Coaching and Education
With funding from Hands on Banking, a service provided by Wells Fargo, AFCPE® in conjunction with the University of Florida currently evaluate the effectiveness of different financial education methodologies and its optimal integration into the financial counseling, coaching and education practice. This session discusses the research-in progress that aims to understand the direct effects of a set of financial interventions (i.e., engagements with variants in terms of contact hours, structures of engagement and material used) on clients' financial subsequent outcomes and behaviors.