This report provides an overview of the 2017 Financial Coaching Symposium, including lessons learned and next steps for the field to consider.
Research and reports
We study how consumers interact with financial products and services to help identify potential problems in the marketplace and achieve better outcomes for all. Review our reports and analyses to help inform your decisions, policies, and practices. And, see reports that we periodically prepare about the CFPB.
Financial Well-being of Older Americans
This report uses data from the National Financial
Well-Being Survey to examine the distribution of financial well-being scores
for adults ages 62 and older.
These two reports summarize the findings of a rigorous evaluation of financial coaching and discuss the implications for financial education practitioners.