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Financial Coaching

Thu June 4, 2015: 11:00 am-12:30 pm EDT

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CEU approval for OneOp Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar. For more information and to earn CEUs from more current webinars click here.


Continuing the Personal Finance Virtual Learning Event‘s focus on effective behavioral change approaches, this 90-minute webinar will concentrate on Financial Coaching. The webinar will look at the historical emergence of coaching and consider the place that financial coaching has in the emerging contemporary framework for understanding financial well-being and the development of financial capacity. The distinctions between financial coaching, counseling, and education will be explored. We will then examine the primary role and tasks of the coach and explore the common core elements that underlie various coaching approaches. Finally, we will examine common core coaching techniques, as well as explore how some of these can be usefully incorporated into financial counseling and financial education efforts.


Jerry Buchko, MA, AFC®, is a Counselor, Coach, & Tutor of Personal Finance who is pursuing a private practice serving clients using video conferencing and other online collaboration spaces. Prior to entering private practice, he worked for almost 14 years in the employee assistance field, providing financial counseling to clients from a diverse range of life circumstances and experiences, including military Service Members and their families. Jerry has a B.A. in psychology, an M.A. in counseling psychology, and is an Accredited Financial Counselor (AFC®). He is an active member within OneOp (MFLN) and the eXtension Network Literacy Community of Practice. Jerry currently serves as a member of the Board of Directors for the Association for Financial Counseling and Planning Education (AFCPE), and also currently serves as a Practitioner Consultant with the OneOp Personal Finance team.


Jerry Buchko


Financial Coaching – Evaluation

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