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.