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
Category: Disability
Customizing Financial Education to Improve Impact and Effectiveness: Enabling the Disabled and Deaf Communities to Participate Fully in the Economic Mainstream
Achieving financial literacy within the Disabled and Deaf communities has traditionally been a challenge resulting in significantly lower financial capability rates than the national population. Financial education professionals have struggled to improve outcomes for these populations in part due to insufficient curriculum designed to meet the specific needs of disabled and deaf individuals but also due to limitations in delivery channels and methods. As part of efforts to increase the financial capability of these populations, Wells Fargo has partnered with the National Disability Institute (NDI) and Communications Services for the Deaf (CSD) to pilot unique approaches for increasing expectations and potential for all persons who are deaf or have disabilities; improving financial well-being, improving job prospects, and participating fully in the economic mainstream. Programs tested through the pilots have improved access to financial education for the targeted populations using methods that enable reach and scale. The learnings from the programs developed by NDI and CSD will be shared with practitioners, providing practical examples of how existing curriculum can be customized in form and delivery to meet unique needs and delivering resources and tips on how to provide financial education and coaching to an individual who is deaf or has a disability.
Questions or Implications for Researchers: How can financial education professionals improve outcomes for persons who are deaf or for persons who have a disability? When working with individuals or groups who have unique or special needs, is it necessary to fully customize curriculum and delivery? What methods have proven to be effective in improving the financial capability of persons with a disability or persons who are deaf? What are the primary inhibitors to financial capability for persons who are deaf or have a disability?
*CFP Pre-Approved Session - 1 CEU