Money Smart for Older Adults Train-the-Trainer Session Feedback Form and Money Smart for Older Adults Participant Evaluation Form

Module 12: Older Adults

Instructor Guide

What Do You Know? – Money Smart for Older
Adults
Instructor: ___________________________________ Date: ____________________
This form will allow you and the instructors to see what you know about protecting your
finances both before and after the training. Read each statement below. Please circle the number
that shows how much you agree with each statement.
Before the Training
I am able to:
1. Recognize elder financial exploitation.
2. Guard against identity theft.
3. Plan for unexpected loss of the ability to manage
my finances.
4. Prepare financially for disasters.

5. Find other helpful resources for managing my
money.

After the Training
I am able to:
6. Recognize elder financial exploitation.
7. Guard against identity theft.
8. Plan for unexpected loss of the ability to manage
my finances.
9. Prepare financially for disasters.

10. Find other helpful resources for managing my
money.

Money Smart for Adults

OMB No. 3170-0024 (Expiration Date: 11/30/2018)

Strongly
Disagree

Disagree

Agree

Strongly
Agree

1

2

3

4

1

2

3

4

1

2

3

4

1

2

3

4

1

2

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4

Strongly
Disagree

Disagree

Agree

Strongly
Agree

1

2

3

4

1

2

3

4

1

2

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4

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Module 12: Older Adults

Instructor Guide

Evaluation Form
This evaluation will enable you to assess your observations of the Money Smart for Older Adults
module. Please indicate the degree to which you agree with each statement by circling the
appropriate number.
Overall, I felt the module was:
[ ] Excellent
[ ] Very Good
[ ] Good
[ ] Fair
[ ] Poor
Strongly
Disagree

Disagree

Agree

Strongly
Agree

1. I achieved the training objectives.

1

2

3

4

2. The instructions were clear and easy to
follow.

1

2

3

4

3. The slides were clear.

1

2

3

4

4. The slides enhanced my learning.

1

2

3

4

5. The time allocation was correct for this
module.

1

2

3

4

6. The module included sufficient examples
and exercises so that I will be able to apply
these new skills.

1

2

3

4

7. The instructor was knowledgeable and
well-prepared.

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2

3

4

8. The worksheets are valuable.

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3

4

9. I will use the worksheets again.

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2

3

4

10. The participants had ample opportunity to
exchange experiences and ideas.

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3

4

11. I had knowledge of the subject matter
before taking the module.

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2

3

4

12. I have knowledge of the subject matter
upon completion of the module.

1

2

3

4

Money Smart for Adults

OMB No. 3170-0024 (Expiration Date: 11/30/2018)

Page 2 of 3

Module 12: Older Adults

Instructor Guide

13. Name of Instructor:________________
Strongly
Disagree

Disagree

Agree

Strongly
Agree

Objectives were clear & attainable

1

2

3

4

Made the subject understandable

1

2

3

4

Encouraged questions

1

2

3

4

Had technical knowledge

1

2

3

4

Please use the response scale and circle the
appropriate number.

What was the most useful part of the training?
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
What was the least useful part of the training and how could it be improved?
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

Privacy Act Statement
5 U.S.C. 552(a)(e)(3)
The information you provide to the Consumer Financial Protection Bureau (“CFPB”), will only be used to evaluate the Money Smart for Older
Americans Training Sessions. Information collected will be treated in accordance with the System of Records Notice (“SORN”), CFPB.021 –
CFPB Consumer Education and Engagement Records, 77 F.R. 60382. This information will only be disclosed as outlined in the Routine Uses for
the SORN. Direct identifying information will only be used to facilitate the evaluation of the training 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. Participation in this evaluation is voluntary, you are not required to participate or share any identifying information and you may withdraw
participation at any time. However, if you do not include the requested information, you may not be able to participate in the evaluation.
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 3170-0024. The time
required to complete this information collection is estimated to average approximately 5 minutes per response. 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].

Money Smart for Adults

OMB No. 3170-0024 (Expiration Date: 11/30/2018)

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