CFPB FinEx Conference

CFPB FinEx Data Collection Instruments

Survey Instrument 1: Data Collection During Conference
(Note: This survey will be filled out during the conference. Those attending the Washington, DC
location in person will receive a paper survey. Remote participants will receive the online
survey via the email below).
Cover email to remote participants:
Thank you for participating in the Consumer Financial Protection Bureau (CFPB) Financial
Education Exchange (FinEx) Conference! We are interested in gathering your ideas about the
CFPB’s financial education principles to support financial well-being that you learned about in
the conference presentations.
Your responses will help us to develop a list of implementation strategies for each of the
principles. We welcome your responses on the brief survey below. 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 survey is voluntary. However, your participation is
extremely important to ensure the completeness and accuracy of the results.
We will summarize what we hear from you and other CFPB FinEx participants (without
information to identify you or others personally) and share this learning with the CFPB FinEx
community.
To participate in survey, please go to this link: [insert SurveyMonkey link when available]

Survey instrument:
OMB Control Number: 3170-0024
Expiration Date: 11/30/2018

CFPB FinEx Conference Survey

[For remote participants only]: Which of the remote locations did you attend?
___ Participated as part of a group (If yes, at what location?______ How
many people were part of this group? ____)
___ Participated as an individual participant (If yes, in what city/town and
state are you located?_____)
1. For principle one, what were some strategies your group discussed?
2. What are your top three strategies that financial educators could use to address principle
one?
3. What resonated with you about principle one? What did not?
4. For principle two, what were some strategies your group discussed?

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CFPB FinEx Data Collection Instruments

5. What are your top three strategies that financial educators could use to address principle
two?
6. What resonated with you about principle two? What did not?
7. For principle three, what were some strategies your group discussed?
8. What are your top three strategies that financial educators could use to address principle
three?
9. What resonated with you about principle three? What did not?
10. For principle four, what were some strategies your group discussed?
11. What are your top three strategies that financial educators could use to address principle
four?
12. What resonated with you about principle four? What did not?
13. For principle five, what were some strategies your group discussed?
14. What are your top three strategies that financial educators could use to address principle
five?
15. What resonated with you about principle five? What did not?
Thank you for your feedback!

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. It expires on
11/30/2018. The time required to complete this information collection is estimated to average
approximately 50 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].

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