Money Smart for Older Adults Train-the-Trainer Session Feedback Form and Money Smart for Older Adults Participant Evaluation Form

Module 12: Older Adults

Instructor Guide

What Do You Know? – Money Smart for Older Adults
OMB No. 3170-0024
Expires: 12/31/2016

Instructor: ___________________________________ Date: ____________________
This form will allow you and the instructors to see what you know about protecting your
finances both before and after the training. Read each statement below. Please circle the
number that shows how much you agree with each statement.

I am better able to:

Disagree

Agree

Strongly Agree

Strongly Disagree

Disagree

Agree

Strongly Agree

After the Training

Strongly Disagree

Before the
Training

1. Recognize and reduce the risk of
elder financial exploitation.

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2

3

4

1

2

3

4

1

2

3

4

1

2

3

4

1

2

3

4

1

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4

1

2

3

4

1

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4

1

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4

1

2

3

4

2. Guard against identity theft.
3. Plan for unexpected loss of the
ability to manage my finances.
4. Prepare financially for disasters.
5. Find other helpful resources for
managing my money.

Money Smart for Adults Curriculum

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Module 12: Older Adults

Instructor Guide

Evaluation Form
This evaluation will enable you to assess your observations of the Money Smart for Older
Adults module. Please indicate the degree to which you agree with each statement by circling
the appropriate number.
1. Overall, I felt the module was:
Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

[ ] Excellent

2. I achieved the training objectives.

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2

3

4

5

3. The instructions were clear and easy to follow.

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4

5

4. The slides were clear.

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4

5

5. The slides enhanced my learning.

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5

6. The time allocation was correct for this module.

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5

7. The module included sufficient examples and exercises so
that I will be able to apply these new skills.

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5

8. The instructor was knowledgeable and well-prepared.

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5

9. The worksheets are valuable.

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5

10.I will use the worksheets again.

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5

11.The participants had ample opportunity to exchange
experiences and ideas.

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5

[ ] Very Good
[ ] Good
[ ] Fair
[ ] Poor

12.My knowledge/skill level of the subject matter before
taking the module.
13.My knowledge/skill level of the subject matter upon
completion of the module.

Money Smart for Older Adults

None
Advanced
1

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5

1

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5

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Module 12: Older Adults

14.Name of Instructor:

Instructor Guide

Response Scale:
5 Excellent
4 Very Good

Instructor Rating:

3 Good

Please use the response scale and circle the appropriate
number.

2 Fair
1 Poor

Objectives were clear & attainable

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5

Made the subject understandable

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5

Encouraged questions

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5

Had technical knowledge

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4

5

What was the most useful part of the training?
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_________________________________
What was the least useful part of the training and how could it be improved?
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_________________________________

Paperwork Reduction Act
According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not required to respond to a collection of
information unless it displays a valid OMB control number. The OMB control number for this collection is 3170-0024. The time required to complete this
information collection is estimated to average approximately 5 minutes per response, including the time for reviewing any instructions, searching existing
data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Responding to this collection of
information is voluntary. Comments regarding this collection of information, including the estimated response time, suggestions for improving the usefulness
of the information, or suggestions for reducing the burden to respond to this collection should be submitted to Bureau at the Consumer Financial Protection
Bureau (Attention: PRA Office), 1700 G Street NW, Washington, DC 20552, or by email to [email protected].

Money Smart for Older Adults

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