Financial Coaching in Peru
How do you develop a successful financial coaching program? Jonathan Rollins, a Senior Research Associate with Innovations for Poverty Action (IPA), is working with IPA partners to design, build, implement, and test a financial coaching program in Peru that consolidates sector- and context-specific knowledge with academic research and industry best practices. We asked Jonathan to describe his work and how his project is using SurveyCTO as a client management tool.