CFPB FinEx Conference

CFPB FinEx Data Collection Instruments

Survey Instrument 3: In-Person Conference Attendees Follow-up Survey:
(Note: To be administered in the week following the conference via email)
Cover email to in-person conference participants:
Thank you for attending the Consumer Financial Protection Bureau (CFPB) Financial Education
Exchange (FinEx) Conference! We hope that the conference offered a valuable opportunity to
learn about new CFPB research surrounding financial well-being, and a chance to discuss
techniques and strategies with your peers.
We would like to hear your thoughts on the CFPB’s financial education principles to support
financial well-being that you learned about in the conference presentations. 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 responses will help us to develop a list of implementation
strategies for each of the principles to support financial well-being and ensure that future
conferences are as useful as possible. We welcome your responses on the brief survey below.
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 In-Person Conference Attendees Follow-up Survey

1. Which of the implementation strategies suggested by conference participants and listed
below do you find the most promising? (choose three per principle)
a. Will be listed per results of data collected during the conference
2. What are some ways you might implement the principles in your work with consumers?
3. Which of the five principles resonates with you the most? Why?
4. Do you have additional feedback on the principles or how they might be implemented?

CFPB FinEx Data Collection Instruments

5. Overall, did you find the conference useful? What aspects of the conference worked
particularly well for you? What could have been improved?
6. Did discussions help you form connections and share strategies with other financial
educators?
7. What activities and resources would you like to see more of from CFPB FinEx?

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 15 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].