Your Money, Your Goals Toolkit Customer Surveys and Select Field Tests

Generic Information Collection Plan for the Evaluation of Financial Empowerment Training Programs

LA3A-Training Pre-Survey (Final)

Your Money, Your Goals Toolkit Customer Surveys and Select Field Tests

OMB: 3170-0038

Document [pdf]
Download: pdf | pdf
OMB Control Number: 3170-0038
Expiration Date: 08/31/2016

Instrument 3A: Training Pre-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):
__________________________________________________________________________________

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?



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Discuss core financial management topics
with clients?









Help clients assess their financial condition
or situation?









Get help if you or other 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 sharing information on financial
issues with clients?









Help equip clients to manage their financial
challenges?









Provide clients the right financial
information content at the right time?



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

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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016

Access and use tools and materials from the
Consumer Financial Protection Bureau
(CFPB) through its consumer website?

Very
Confident

Confident

Somewhat
Confident

Not at All
Confident









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 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. 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.

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AuthorBen Miller
File Modified2014-05-14
File Created2014-05-14

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