Webinar: Introducing the Money Circle Toolkit — consumerfinance.gov


This webinar shows financial educators how to use the CFPB’s Money Circle Toolkit, a set of interactive exercises that helps clients understand how family and friends influence money decisions. The Money Circle Toolkit can help identify money influences and attitudes in the family that might not otherwise emerge during a financial counseling or coaching session. The presentation explains the research and development behind the Toolkit, and walks viewers through the details of how to use it with clients. The webinar also features a Q&A session with financial educators who field-tested the Toolkit with their clients during a one-month pilot test. This webinar features Dr. Susan Kerbel of the CFPB, and Dr. Anna Jefferson of Abt Associates. This webinar was recorded in August 2019. For more information, please visit: https://www.consumerfinance.gov/practitioner-resources/adult-financial-education/webinar-training/ The Consumer Financial Protection Bureau (CFPB), is a U.S. government agency that makes sure banks, lenders, and other financial companies treat you fairly. Learn how the CFPB can help you at https://www.consumerfinance.gov/about-us/ Connect with us: https://www.consumerfinance.gov/ Twitter: https://twitter.com/CFPB Facebook: https://facebook.com/CFPB