Counseling and Planning
The Journal of the
Association for Financial
Volume 14(1), 2003
Desires of Credit Counseling Clients
William C. Bailey, Benoit Sorhaindo and E. Thomas Garman
This study examined the desires of
clients of a large national non-profit credit counseling organization
for additional information and education on financial topics. Their
desires were similar but quite different in prioritization from those
who presumably are adequately managing their financial resources.
Credit counseling clients gave priority to budgeting and credit
management. Other research suggests that people who are presumably
managing well desire additional education on investing and retirement
planning first, followed by more basic financial education topics.
Key words: Financial education