Financial Opportunity Centers: dialogue with financial coaches, clients & funders

The Issue: How to create a productive connection between financial coaches and coaching clients at Financial Opportunity Centers. And how to demonstrate the intricacies of a financial coaching [...]

An innovative peer teaching financial education program for kids

The Issue: How to develop a scalable peer teaching financial literacy program that’s fun and easy enough for kids to teach other kids. Who: Amanda Christensen is an Extension Assistant [...]

Making financial classes for women more engaging

The Issue: How to make financial classes for women more engaging and welcoming while providing valuable skills for handling money. Who: Emily Adams is an agriculture and natural resources [...]

An adult continuing education financial program for auctioneers

The Issue: How to add interesting, engaging content to a continuing education financial program. Who: Zona Hutson is an Extension Agent with WVU. She works in Doddridge County, West Virginia. [...]

Financial education classes and train-the-trainer for financial educators

The Issue: How to lay a foundation for financial skills by getting students to understand the role of habits, attitudes, emotions and behaviors in their own personal finances. Who: Saundra Davis [...]

Money Mentors Learn About Financial Behaviors to Relate Better To Clients

The Issue: How to train money mentors to understand how they see money – and how their clients may see money differently. Improve financial coaching. Who: Joanie Davis, Community Initiatives [...]

Credit Union Training on Financial Behaviors, Emotions and Attitudes

The Issue: How to train financial services professionals to easily understand the emotional and behavioral side of finance to better relate to financial clients. Who: Joanie Davis, Community [...]

Youth Financial Empowerment Initiative: Financial Literacy for Parents and Kids

The Issue: How to get parents and kids to feel comfortable discussing financial topics in a long-term financial literacy program – and better relate to each other around the difficult topic of [...]

Transitioning from Financial Literacy Seminars to Financial Counseling

The Issue: How to get more people to feel comfortable attending financial literacy classes – and then to seek out financial counseling. An important component is to help people understand that [...]

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Financial Capability in a Life Skills Program: Foster Kids Transitioning out of Foster Care

The Issue: How to better prepare foster kids transitioning out of the foster care system; this includes financial capability , among other life skills modules. Who: Meghann Shutt, program manager [...]