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Expiration Date: 08/31/2016
Instrument 3B: 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 support (check all that apply).
Geography
Gender
2)
Mostly Urban
Mostly Female
Mostly Suburban
Mostly Male
Mostly Rural
After participating in this training, how well-prepared do you feel to use Your Money Your Goals
with clients?
Well-prepared
Somewhat prepared
Not prepared
2b) [If “somewhat prepared” or “not prepared”] In what ways do you not feel 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.
Strongly
Agree
Agree
Disagree
Strongly
Disagree
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
Strongly
Agree
Agree
Disagree
Strongly
Disagree
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 clients?
Assess 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 support to with clients?
Help clients manage their financial
challenges?
Provide the right financial content at the
right time in the context of your support to
with clients?
Access and use tools and materials from the
Consumer Financial Protection Bureau
(CFPB) through its consumer website?
The trainer used activities beyond lecture
and discussion to explain Your Money, Your
Goals.
The trainer listened effectively to
contributions from me and other
participants.
Your Money, Your Goals will improve my
ability to meet the needs of my clients.
I feel prepared to use the tools and
resources Your Money Your Goals with
clients.
I plan to use the tools and resources Your
Money, Your Goals with clients.
4) How confident are you in your ability to…
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OMB Control Number: 3170-0038
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5) Your Money, Your Goals 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
Useful
Somewhat
Useful
Not at All
Useful
N/A
Topic
Not
Covered
Tool 1—Financial empowerment
self-assessment
Tool 2—Client Goals and financial
situation assessment
Tool 1—Income and financial
resource tracker
Tool 2—Checklist for
understanding garnishment
Tool 3—Strategies for increasing
sources of cash and financial
resources
Tool 4—Cash, paychecks, direct
deposit, payroll cards and EBT—
understanding the pros and cons
Tool 5—Increasing your income
through tax credits
Tool 1—Spending tracker
Tool 2—Bill calendar
Tool 3—Strategies for cutting
expenses
Module 2: Putting the Toolkit into
Action
Tool 1—Financial empowerment
checklist
Module 3: Assessing the Situation
Module 4: Setting Goals
Tool 1—Goal-setting tool
Module 5: Managing Income and
Benefits
Module 6: Paying Bills
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
Useful
Somewhat
Useful
Not at All
Useful
N/A
Topic
Not
Covered
Tool 1—Cash flow budget
Tool 2—Cash flow calendar
Tool 3—Improving cash flow
checklist
Tool 4—Managing cash flow when
circumstances change
Tool 1—Savings plan
Tool 2—Benefits and asset limits
Tool 3—Finding a safe place for
savings
Tool 1—Debt-to-income
worksheet
Tool 2—Fair Debt Collection
Practices Act checklist
Tool 3—Debt management
worksheet
Tool 4—Debt reduction worksheet
Tool 5—Avoiding debt traps
Tool 1—Getting your credit report
and scores
Tool 2—Credit report review
checklist
Tool 3—Disputing errors on your
credit report
Tool 4—When cash is short—
prioritizing bills and spending
Very
Useful
Module 7: Managing Cash Flow
Module 8: Saving for the
Unexpected, Emergencies and Goals
Module 9: Dealing with Debt
Module 10: Improving Credit
Reports and Scores
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
Useful
Somewhat
Useful
Not at All
Useful
N/A
Topic
Not
Covered
Tool 1—Selecting financial service
products and providers
Tool 2—Evaluating financial
service providers
Tool 3—Types of financial services
Tool 4—Opening an account
checklist
Tool 5—Managing a bank or credit
union account
Tool 1—Red Flags
Tool 2—Protecting Your identity
Tool 3—Submitting a Complaint
Very
Useful
Tool 4—Improving credit reports
and scores
Tool 5—Creating a paper trial
Module 11: Evaluating Financial
Service Providers, Products and
Services
Module 12: Protecting Consumer
Rights
5) What pieces of Your Money, Your Goals, if any, do you think will be the most useful to you and the
clients you serve, including in the form of interactive online tools? Why?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
6) Are there any topics that you wish had been covered in more detail in this training or in Your
Money, Your Goals itself?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
7) Thinking about the goal of equipping legal aid staff members to integrate financial empowerment
tools into their work, please provide any suggestions you have for how this training could 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 3170-0038. It expires on 08/31/2016. The
time required to complete this information collection is estimated to average approximately 20
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
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
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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| File Type | application/pdf |
| Author | Ben Miller |
| File Modified | 2014-05-14 |
| File Created | 2014-05-14 |