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pdfInstrument 3B: Training Post-Survey
OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
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 workers you support (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 workers?
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.
Strongly
Agree
Agree
Disagree
The trainer was knowledgeable.
The trainer’s style was engaging and
interesting.
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
workers.
I feel prepared to use the tools and
resources Your Money Your Goals
with workers.
I plan to use the tools and resources
Your Money, Your Goals with
workers.
* Select “Not Applicable” if you do not provide services to other workers.
3)
Strongly
Disagree
N/A*
Not at All
Confident
N/A*
How confident are you in your ability to…
Very
Confident
Confident
Somewha
t
Confident
Understand core financial
management topics, such as
budgeting, saving, and setting
financial goals?
Discuss core financial management
topics with workers?
Assess workers’ financial condition or
situation?
Get help if you or your workers have
questions about financial issues?
Refer workers 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
workers?
Help workers manage their financial
challenges?
Provide the right financial content at
the right time in the context of your
support to with workers?
Access and use tools and materials
from the Consumer Financial
Protection Bureau (CFPB) through its
consumer website?
* Select “Not Applicable” if you do not provide services to other workers.
4) 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?
Useful
Somewhat
Useful
Not at All
Useful
N/A
Topic
Not
Covered
Tool 1—Savings plan
Tool 2—Benefits and asset limits
Tool 3—Finding a safe place for
savings
Tool 4—Saving in retirement
Very
Useful
Tool 1—Financial empowerment
self-assessment
Tool 2—Goals and financial
situation assessment
Module 2: Assessing the Situation
Module 3: Starting the Conversation
Information on starting the
conversation
Module 4: Emotional and Cultural
Influence on Financial Decisions
Information on emotional and
cultural influence on money
Module 5: Financial Empowerment
in a Group Setting
Information on financial
empowerment in a group setting
Module 6: Setting Goals
Tool 1—Goal setting worksheet
Module 7: Saving for the
Unexpected, Emergencies and Goals
Very
Useful
Useful
Somewhat
Useful
Not at All
Useful
N/A
Topic
Not
Covered
Tool 1—Income and financial
resource tracker
Tool 2—Strategies for increasing
sources of cash and financial
resources
Tool 3—Cash, paychecks, direct
deposit, payroll cards and EBT—
understanding the pros and cons
Tool 4-Increasing your income
through tax credits
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
Module 8: Managing Income and
Benefits
Module 9: Paying Bills
Module 10: Managing Cash Flow
Module 11: Dealing with Debt
Very
Useful
Useful
Somewhat
Useful
Not at All
Useful
N/A
Topic
Not
Covered
Tool 1—Getting your credit report
and scores
Tool 2—Credit report review
checklist
Tool 3—Improving credit reports
and scores
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 1—Red flags
Tool 2—Protecting your identity
Tool 3—Submitting a complaint
Tool 4—Learning more about
consumer protection
Module 12: Understanding Credit
Reports and Scores
Module 13: Evaluating Financial
Service Providers, Products and
Services
Module 14: 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
workers you serve? Why?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
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) Do you typically with workers in groups, individually in person, or individually by telephone?
(check all that apply)
Groups
Individually in person
Individually by telephone
8) In which group settings do you plan to use Your Money, Your Goals with workers?
__________________________________________________________________________________
__________________________________________________________________________________
9) In which one-on-one settings do you plan to use Your Money, Your Goals with workers?
__________________________________________________________________________________
__________________________________________________________________________________
10) Thinking about the goal of equipping people who serve workers 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 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 |