Financial Coaching

Financial Coaching is a unique approach for increasing individuals’ financial capability, distinct from counseling, advising, or teaching. 

Are you a social worker, case manager, or other professional who provides direct services to individuals? Would you like to help your clients build skills for lasting change? Are you curious about financial coaching? Fundamentals in Financial Coaching is the course for you!

Fundamentals in Financial Coaching will be held via Zoom on Mondays, Oct. 24-Nov. 14 from 11:00 am-2:30 pm.  Participants who complete all four sessions will be eligible to receive 1.4 CEUs through the University of Wisconsin.

In the past this course has filled up fast and has drawn in a national (and even international) audience. If you are interested, register as soon as possible!  This class will most likely reach its capacity quickly. The final registration date is October 10th (if it does not fill up sooner).

Interested in improving your own finances? 

  • Want to meet with a financial coach? Our financial educators can help walk through ideas and options to create a budget, keep up with bills, pay down debt, plan for big expenses, and other personal finances topics — totally free of charge. Several of our financial educators are available to talk with anyone in Wisconsin. Learn more here.
  • Looking for general information about budgeting, credit, health insurance, and other personal money management topics? Be sure to check out the Extension Money Matters website at this link.
  • Curious what your local Extension office offers? Check out this statewide map to get in touch with your local Extension office to find out what types of educational programming they are able to provide.
  • For information on Financial Coaching Strategies, visit https://fyi.extension.wisc.edu/financialcoaching/.
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