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pdfOMB Control Number: 3170-XXXX
Expiration Date: XX/XX/XXXX
Instruments 4 and 5: Three-Month Case Manager Survey /
Six-Month Case Manager Survey
Respondents: Case Managers
Collection Strategy: Paper Form
Thank you for completing this survey as part of our evaluation of this training on the FET
Toolkit. Please note that the Bureau intends to keep your responses private to the extent permitted
by law, and when survey results are reported none of your answers will be connected to your
organization.
Follow-Up Case Manager Survey
Your organization/agency: ______________________________________
1) Since being trained in the use of the Financial Empowerment Training Toolkit…
# of Clients
With how many clients have you discussed financial information?
With how many clients have you used tools and resources from the
Financial Empowerment Training Toolkit?
How many clients have you referred to other financial resources (such as
credit counselors, free tax preparation, financial coaching, etc)?
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-XXXX. It expires on MM/DD/YYYY. The
time required to complete this information collection is estimated to average approximately 10 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.
The obligation to respond 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].
T.
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OMB Control Number: 3170-XXXX
Expiration Date: XX/XX/XXXX
2) Do you think the Financial Empowerment Training Toolkit has affected your interactions with
clients?
Yes, it has affected them a lot
Yes, it has affected them some
Yes, it has affected them a little
No, it has not affected my interactions with clients
2b) Please explain your answer to this question.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
3) Have clients had any financial issues or made any requests related to financial topics that you
have not known how to address? If so, please describe below.
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
4) How confident are you in your ability to…
Very
Confident
Confident
Somewhat
Confident
Not at All
Confident
Understand core financial management topics,
such as budgeting, saving, and setting financial
goals?
Discuss core financial management topics with
your clients?
Assess your clients’ financial condition or
situation?
Get help if you or your clients have questions
about financial issues?
Refer clients to community resources such as
credit-debt counseling and tax filing assistance?
Know where to go for unbiased information or
help in working with clients?
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OMB Control Number: 3170-XXXX
Expiration Date: XX/XX/XXXX
Very
Confident
Confident
Somewhat
Confident
Not at All
Confident
Help clients manage their financial challenges?
Provide the right financial content at the right time
in the context of your case work with clients?
Access and use tools and materials from the
Consumer Financial Protection Bureau (CFPB)
through its consumer website?
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5) The Financial Empowerment Training Toolkit includes a variety of tools and information on a number of different topics. In your work, how
useful have you found each of the following tools and resources?
With how many clients have you
used this tool?
How useful did you and your clients find this tool?
Very
Useful
Useful
Somewhat
Useful
Not at All
Useful
Module 2: Assessing the Situation
Tool 1—Financial Empowerment
Self-Assessment
______ clients
None
Tool 2—Opportunities for Providing
Financial Empowerment
______ clients
None
Tool 3—Client Goals and Financial
Situation Assessment
______ clients
None
______ clients
None
______ clients
None
Tool 1—Savings Plan
______ clients
None
Tool 2—Benefits and Asset Limits
______ clients
None
Tool 3—Finding a Safe Place for
Savings
______ clients
None
Module 3: Assessing the Situation
Information on When and How to
Bring Up Money Topics with Clients
Module 4: Setting Goals
Information on How to Set and
Reach Financial Goals
Module 5: Saving for the Unexpected,
Emergencies, and Goals
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With how many clients have you
used this tool?
How useful did you and your clients find this tool?
Very
Useful
Useful
Somewhat
Useful
Not at All
Useful
Module 6: Managing Cash Flow
Tool 1—Income and Spending
Tracker
______ clients
None
Tool 2—Cash Flow Budget
______ clients
None
Tool 3—Strategies for Increasing
Cash and Sources of Financial
Resources
______ clients
None
Tool 4—Strategies for Cutting
Expenses and Other Uses of
Financial Resources
______ clients
None
Tool 5—When Cash Is Short
______ clients
None
Tool 1—Debt Management
Worksheet
______ clients
None
Tool 2—Debt-to-Income Worksheet
______ clients
None
Tool 3—Debt Reduction Worksheet
______ clients
None
Tool 1—Getting Your Credit Reports
______ clients
None
Tool 2—Getting Your Credit Scores
______ clients
None
Tool 3—Credit Report Review
Checklist
______ clients
None
Module 7: Dealing with Debt
Module 8: Understanding Credit
Reports and Scores
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With how many clients have you
used this tool?
Tool 4—Improving Credit Reports
and Scores
How useful did you and your clients find this tool?
Very
Useful
Useful
Somewhat
Useful
Not at All
Useful
______ clients
None
Tool 1—Selecting Financial Service
Providers
______ clients
None
Tool 2—Evaluating Financial Service
Providers
______ clients
None
Tool 3—Basic Definition of Financial
Services
______ clients
None
Tool 4—Opening an Account
Checklist
______ clients
None
Tool 1—Red Flags
______ clients
None
Tool 2—Protecting Your Identity
______ clients
None
Tool 3—Learning More about
Consumer Protection
______ clients
None
Module 9: Evaluating Financial Service
Providers, Products, and Services
Module 10: Protecting Consumer
Rights
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| File Type | application/pdf |
| Author | Mike Long |
| File Modified | 2013-08-02 |
| File Created | 2013-08-02 |