Training And Coaching Methods

Though the content of trainings is important, the methods of engaging learners determines how much information is accessible and is later put to use. This section provides links to current research in the field of training methodology, particularly of adult learners.

"Twelve Principles for Effective Adult Learning", Jane Vella

This collection of information by Jane Vella provides some context around adult education, insight, and techniques.

How People Learn

This resource from the University of Hawaii provides links to some articles related to how adults learn and the most effective ways to teach adult learners.

"Expanding Financial Skills in Low-Income Communities: A Framework for Building an Effective Financial Education Program", Margaret Miley

Prepared for the Massachusetts Community & Banking Council, this report is a guide for non-profit executive directors, trainers, financial institutions and others who hope to learn from research and best practices in financial education training methods for adults.

Financial Education Community Toolkit

The Financial Education Community Toolkit offered by the United Way of Massachusetts Bay and Merrimack Valley is designed to give those working in the field a means to explore curricula, core competencies, measurement tools, and key resources. Instructor training and volunteer opportunities for financial professionals will supplement this Toolkit.

Using Behavioral Economics to Increase Financial Outcomes

New information on how people engage and make changes in their financial lives can be integrated into education and programming for better results. The Washington-based Corporation for Enterprise Development hosts a virtual library on this topic.

Asset Platform

This innovative on-line system from the Aspen Institute allows coaches and counselers to assess and provide full-service financial counseling and/or case management to individuals.


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