A unique learning experience offered as part of your Alliance membership.

Welcome to the Higher Education Financial Wellness Alliance Coaching Experience (ACE). This one-on-one program for Alliance members matches those creating new financial wellness initiatives with coaches from established programs across the country. NOTE: The Alliance Coaching Experience is exclusively for Alliance members. Attendees of the 2019 HEFW Summit have active membership in the Alliance until January 2020.

ACE Mentees will:

  • Recognize the value of getting buy-in from institutional stakeholders for financial wellness programs.

  • Understand the different types of financial wellness programs as models for building, expanding, & managing your own.

  • Create marketing that can be used to increase program impact and educational outreach through a variety of communication channels.

  • Identify opportunities to build referral pathways and institutional partnerships to support financial wellness needs at your institution(s).

  • Research methods of assessment and evaluation to meet financial wellness objectives (increase financial knowledge, improve financial well-being, influence behavioral change, etc.)

  • Leverage best practices when training peer educators & interns to support financial wellness and program objectives at your institution(s).

  • Explore options and research for serving specialized populations (e.g., non-traditional students, veterans, students with disabilities, international students, etc.)

ACE Mentees have two assignments due each month: (1) a meeting with their Coach, and (2) an assignment to be completed in Canvas.


2019-2020 ACE Timeline

  • August 5, 2019: Applications open.

  • August 18, 2019: Applications close.

  • Late August 2019: Mentee/Coach matches announced.

  • September 15, 2019: First assignment due.

  • May 31, 2020: Final assignment due.


questions? Email us at coaching@hefwa.org.