Mahurin Honors College Capstone Experience/Thesis Projects

Department

Finance

Document Type

Thesis

Abstract

Established in 2011, The Center for Financial Success (CFS) housed in the Gordon Ford College of Business at Western Kentucky University, seeks to aid the university and regional community in becoming financially informed and independent. This is achieved through peer-to-peer coaching and applied financial education. The student financial coaches are at the heart of this project, as they are essential to the CFS fulfilling its mission. Their responsibilities include conducting one-on-one financial coaching sessions with students, managing an applied personal budgeting experience for the Personal Finance class (FIN 161), and delivering presentations on financial literacy topics to various organizations, both at WKU and in the Bowling Green community. Through conducting interviews with the highest performing and prominent financial coaching programs at other universities across the nation, I will have new insight into the best practices and resources the CFS would benefit from adopting. It is crucial for the financial coaches to be equipped and skillfully trained on CFS initiatives, coaching responsibilities, and daily operations; therefore, this project entails the development and implementation of an effective training program to ensure financial success for our university.

Advisor(s) or Committee Chair

Andrew Head, MAEE, CFP

Disciplines

Curriculum and Instruction | Finance | Teacher Education and Professional Development

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