Teaching Note—Course Models for Increased Competency for Practice Integrated With Financial Capability and Asset Building

Birkenmaier, Julie; Lane, Liza Barros; Callahan, Christine; Hageman, Sally A.

doi:10.1080/10437797.2020.1714522

Cited by 3 publications

(7 citation statements)

References 20 publications

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“…, 2020). The FCAB for All Grand Challenge provides an impetus to increase financial content in social work education (Birkenmaier et al. , 2021a).…”

Section: Propositions and Synthesesmentioning

confidence: 99%

“…Social work faculty are most likely to teach about financial-related public policies and programs and least likely to teach about financial products and services, and financial management and practice (Huang et al, 2020). The FCAB for All Grand Challenge provides an impetus to increase financial content in social work education (Birkenmaier et al, 2021a).…”

Section: Proposition 3: Interventions Contribute To Financial Capabilitymentioning

confidence: 99%

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Financial capability: a systematic conceptual review, extension and synthesis

Xiao

Huang

Goyal

et al. 2022

IJBM

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PurposeThis study aims to examine the literature on consumer financial capability. By analyzing the research trends, theories, definitions and themes, the literature on financial capability is synthesized, and agenda for future research is suggested. A framework is presented that portrays the antecedents as well as the outcomes of financial capability and their interlinkages.Design/methodology/approachFollowing a systematic approach, the review is based on 215 articles published during January 2007 and–March 2022, retrieved from Scopus. It presents the definitions and theories of financial capability, publication trends, influential articles, prominent authors, prolific journals and countries publishing on financial capability. Using bibliographic coupling, the intellectual structure of the topic is explored, along with offering a framework through content analysis.FindingsThe bibliographic coupling analysis identifies four major clusters of research themes and capability theory appeared to be the most prominent theory. The synthesis draws upon five conceptual definitions of financial capability. Based on the discussion, in this review, financial capability is defined as an individual ability to apply appropriate financial knowledge, perform desirable financial behaviors and take available financial opportunities for achieving financial well-being. A conceptual framework delineates the synthesized literature and propositions based on this framework and relevant research are proposed. Finally, directions for future research are discussed.Originality/valueThis paper is an attempt to offer a comprehensive synthesis of the scholarship on financial capability and its conceptualization. It further proposes an extensive future research agenda. The study has implications for financial services providers relating to retail bank marketing.

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“…, 2020). The FCAB for All Grand Challenge provides an impetus to increase financial content in social work education (Birkenmaier et al. , 2021a).…”

Section: Propositions and Synthesesmentioning

confidence: 99%

Section: Proposition 3: Interventions Contribute To Financial Capabilitymentioning

confidence: 99%

Financial capability: a systematic conceptual review, extension and synthesis

Xiao

Huang

Goyal

et al. 2022

IJBM

View full text Add to dashboard Cite

show abstract

“…Huang et al (2020) write how financial capability and asset development (FCAB) curricula within schools of social work have also been developed, demonstrating how the FCAB topic in the Grand Challenges for Social Work can translate to the classroom; content can also map to the Council on Social Work Education’s (CSWE, 2015a) Education Policy and Accreditation Standards (EPAS), especially those competencies related to economic justice (Birkenmaier et al, 2021; Callahan et al, 2020). CSWE, in partnership with colleagues from Saint Louis University, University of Maryland, Baltimore, James Madison University, and University of Connecticut developed a guide for integrating financial capability and economic justice content into BSW and MSW curricula (https://www.cswe.org/Education-Resources/2015-Curricular-Guides/EWB_cover-text_web_FINAL-(1).aspx).…”

Section: Fsw Trainingmentioning

confidence: 99%

“…This guide also helped pave the way for social work graduate and undergraduate content to cross over into continuing professional education (CPE)—and specifically the FSW certificate program described here in this article. Schools of social work developed stand-alone courses to educate students on personal finance basics and how to talk with clients about finances (Birkenmaier et al, 2021; Even-Zohar, 2020). The Financial Social Work Initiative (FSWI) at the University of Maryland School of Social Work (UMSSW) also crafted a brief module for use in the Practice for Individuals and Families Course that introduces foundation MSW students to FCAB direct practice through the addition of financial assessment into biopsychosocial assessment.…”

Section: Fsw Trainingmentioning

confidence: 99%

“…Despite these complex financial issues, training opportunities for social workers and social work students to delve into and understand how to address financial stability are limited nationwide, and only recently have schools of social work and other academic entities begun to construct programming with a specific focus on financial capability concepts and skills in assessment and intervention (Birkenmaier et al, 2021).…”

Section: Introductionmentioning

confidence: 99%

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A Financial Social Work Certificate Program for Community and Family Practitioners

Callahan

Frey

Imboden

et al. 2021

Families in Society: The Journal of Contemporary Social Service

Self Cite

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A Financial Social Work Certificate program launched, responding to a need for greater financial knowledge and skill development among social workers. Community leaders who were alumni of a social work school partnered with educators and researchers to plan and organize an intensive 7-day training over the course of 7 months, through the School’s Office of Continuing Professional Education. Content focused on understanding personal finance, learning about interventions to address clients’ financial needs, exploring critical and emerging macro issues, and focusing on how these dovetail with clinical practice. Preliminary results on financial social work self-efficacy indicate greater self-efficacy over three evaluation time points. Next steps will include a more robust evaluation and fostering a network of engaged graduates.

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Review and Consultations of Canadian Financial Education Programs for Individuals with Disabilities

Engel¹,

Rampling²,

Brautigan³

et al. 2022

Can J Occup Ther

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Background. Individuals or persons who live with a disability (PWD) can experience unique financial occupation challenges. Financial education programs can address some challenges. Purpose. The aim of this study was to describe and critically appraise current financial education programs for PWD in Canada. Method. This environmental scan framed by scoping review methods included a critical appraisal of Canadian programs’ online content and provider consultations. Researchers used four search methods to identify programs, interviewed service providers from four Canadian programs, and thematically analyzed interview transcripts. Findings. Researchers identified 134 programs; 50 (37.3%) included services. The online content of only 26 (19%) programs explicitly addressed accessibility; 106 (79%) programs’ content was at least college reading level. The qualitative results include three themes: (a) individualized approach, (b) “getting the word out”, and (c) service growth. Implications. There are financial education programs specific to PWD in Canada. Accessibility, individualization, advocacy, and development are needed.

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Teaching Note—Course Models for Increased Competency for Practice Integrated With Financial Capability and Asset Building

Cited by 3 publications

References 20 publications

Financial capability: a systematic conceptual review, extension and synthesis

Financial capability: a systematic conceptual review, extension and synthesis

A Financial Social Work Certificate Program for Community and Family Practitioners

Review and Consultations of Canadian Financial Education Programs for Individuals with Disabilities

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