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.

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