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pdfOMB Control Number: 3170-0038
Expiration Date: 12/31/2015
Instrument 3B: Case Manager Training Post-Survey
Thank you for completing this survey as part of our evaluation of this training on Your
Money, Your Goals. This information is being collected to help CFPB improve the Your
Money, Your Goals materials. CFPB and its contractor will review responses to identify
potential enhancements to the materials.
Complete this survey providing short written responses and selecting from response options, as
prompted by the survey questions. Please note that your responses will be kept private to the
extent permitted by law and when survey results are reported none of your answers will be
directly connected to you. Please see the Paperwork Reduction Act statement and Privacy
Notice on the last page of this survey.
The organization sponsoring this delivery of the Consumer Financial Protection Bureau’s Your Money,
Your Goals (may be the same as or different from your employer):
__________________________________________________________________________________
1) Please check any of the following that describe the clients you work with (check all that apply).
Geography
Mostly Urban
Mostly Suburban
Mostly Rural
Gender
Mostly Female
Mostly Male
2) After participating in this training, how well-prepared do you feel to use Your Money, Your Goals
with your clients?
Well-prepared
Somewhat prepared
Not prepared
3) Please indicate the extent to which you agree or disagree with each of the following statements. If
you disagree with any of the statements, please explain below.
The trainer was knowledgeable.
The trainer’s style was engaging and
interesting.
The trainer used activities beyond lecture
and discussion to explain the Toolkit.
The trainer listened effectively to
contributions from me and other
participants.
Strongly
Agree
Agree
Disagree
Strongly
Disagree
Your Money, Your Goals will improve my
ability to meet the needs of my clients.
I feel prepared to use the tools and
resources in the Financial Empowerment
Training Toolkit with clients.
I plan to use the tools and resources in Your
Money, Your Goals with clients.
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?
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?
3)
How confident are you in your ability to…
4) The Financial Empowerment Training Toolkit includes a variety of tools and information on a
number of different topics. How useful do you think you will find each of the following tools and
resources?
Very Useful
Module 2: Assessing the Situation
Useful
Somewhat
Useful
Not at All
Useful
Very Useful
Useful
Somewhat
Useful
Not at All
Useful
Tool 1—Financial empowerment
self-assessment
Tool 2—Client goal and financial
situation assessment
Tool 1—Savings plan
Tool 2—Benefits and asset limits
Tool 3—Finding a safe place for
savings
Tool 1—Income and financial
resource tracker
Tool 2—Strategies for increasing
cash and sources of financial
resources
Tool 3—Cash, paychecks, direct
deposit, payroll cards, and EBT—
understanding the benefits and
risks
Tool 4—Increasing income
through tax credits
Module 3: Starting the Conversation
Module content
Module 4: Emotional and cultural
influences on financial decisions
Module content
Module 5: Using the Toolkit
Tool 1—Client financial
empowerment checklist
Module 6: Setting Goals
Tool 1—Goal-setting tool
Module 7: Saving for the
Unexpected, Emergencies, and
Goals
Module 8: Managing Income and
Benefits
Very Useful
Useful
Somewhat
Useful
Not at All
Useful
Tool 1—Spending tracker
Tool 2—Bill calendar
Tool 3—Strategies for cutting
expenses
Tool 4—When cash is short—
prioritizing bills and spending
Tool 1—Cash flow budget
Tool 2—Cash flow calendar
Tool 3—Improving cash flow
checklist
Tool 1—Debt management
worksheet
Tool 2—Debt-to-income
worksheet
Tool 3—Debt reduction
worksheet
Tool 4—Student loan debt
Tool 5—When debt collectors call
Tool 1—Getting your credit
reports and scores
Tool 2—Credit report review
checklist
Tool 3—Improving credit reports
and scores
Tool 1—Selecting a financial
service provider
Tool 2—Evaluating financial
service providers
Module 9: Paying Bills and Other
Expenses
Module 10: Managing Cash Flow
Module 11: Dealing with Debt
Module 12: Understanding Credit
Reports and Scores
Module 13: Evaluating Financial
Service Providers, Products, and
Services
Very Useful
Useful
Somewhat
Useful
Not at All
Useful
Tool 3—Types of financial services
Tool 4—Opening an account
checklist
Tool 1—Red flags
Tool 2—Protecting your identity
Tool 3—Submitting a complaint
Tool 4—Learning more about
consumer protection
Module 14: Protecting Consumer
Rights
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 3170-0038. It expires on 08/31/2016. 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].
Privacy Notice
Information you provide in response to this survey will help the survey sponsor the Consumer Financial
Protection Bureau (“CFPB”) evaluate the effectiveness of the Your Money, Your Goals toolkit, and to
assess the scope of partner organizations’ use of the toolkit.
The CFPB will not obtain or access any information that directly identifies respondents, and any answers
or comments you provide will not be tied to you individually. The agency will only obtain and access deidentified results and aggregated analyses of those results. Any directly identifying information will only
be used by ICF International (survey facilitator) and partner organizations to facilitate distribution and
collection of surveys and survey responses. Survey responses will not be shared and will be kept private
except as required by law.
This collection of information is authorized by Pub. L. No. 111-203, Title X, Sections 1013 and 1022,
codified at 12 U.S.C. §§ 5493 and 5512.
Your participation is voluntary, and you may withdraw participation at any time.
| File Type | application/pdf |
| Author | Ben Miller |
| File Modified | 2014-05-14 |
| File Created | 2014-05-14 |