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Guide to Remote Financial Coaching

September 17, 2021 / Source: CFPB

Consumer education and empowerment

Guide to Remote Financial Coaching

SEP 17, 2021

To better understand the benefits and challenges of remote service delivery, the CFPB talked with leaders of nine programs that are providing remote financial coaching. This guide draws insights from those discussions to serve as a resource for programs that are establishing or refining their remote financial coaching programming. The guide identifies promising practices and common challenges faced by programs that are pioneering this service.


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