FinEx Materials User Testing

CFPB RISS Call 5: Participant Screening Questions
Thanks for your interest in the CFPB Financial Education Tools focus group sessions. These sessions will
provide important information to the CFPB on the usability of several financial education tools from the
perspective of financial educators. To assist in our recruitment efforts for these focus groups, please
take a minute to provide the following information about yourself and your organization.
Privacy Act Statement
5 U.S.C. 552a(e)(3)
The information you provide through your responses to Abt Associates will assist the study sponsor, the
Consumer Financial Protection Bureau (“CFPB”), in providing feedback on financial education materials.
The CFPB will not store any directly identifying information from Abt Associates about study
participants. The agency will only maintain and access de-identified results and aggregated analyses of
those results.
Information collected on behalf of the Bureau by Abt Associates will be treated in accordance with the
System of Records Notice (“SORN”), CFPB.021 Consumer Education and Engagement Records, 79 FR
78839. This information will not be disclosed as outlined in the Routine Uses for the SORN. Direct
identifying information will only be used by Abt Associates to facilitate the study 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 study is voluntary; you are not required to participate or share any identifying
information with Abt Associates, including name, email address and recordings, and you may withdraw
participation at any time. However, if you do not include the requested information, you may not
participate in the focus group.
Paperwork Reduction Act Statement
According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and not
withstanding any other provision of law 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 3170-0036. It expires on 8/31/2019. The time required to complete this information collection is
estimated to average approximately 6 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].

Contact Information
Name: ___________________________________
Email address: ___________________________________
Phone number: ___________________________________

Background Information
Job title/role: [Please select the one title that most closely corresponds to your role.]
-

Case manager
Cooperative extension staff
Credit or debt counselor
Financial advisor/planner
Financial coach
Financial institution staff
Housing counselor
Lawyer
Program manager/director
Social worker
Other
o Please specify: ___________________________________

Years of experience providing financial education: [Please select one of the following.]
-

1 year or less
1-3 years
3-5 years
5-10 years
10+ years

Do you generally see clients one-on-one or in groups of two or more? [Please select one of the
following.]
-

I see clients individually
I see clients along with their family members
I see clients in groups, such as providing educational classes or seminars
Both one-on-one and groups
I do not work directly with clients

What is your client’s average monthly income? $________
What issue(s) do your clients usually come to you for?
-

Asset-building (e.g., buying a house, going back to school)
Budgeting
Credit repair
Debt counseling
Financial planning (general)
Financial services
Help paying bills/cash assistance
Retirement planning
Social services

[Question for Boston-area groups only] Do your clients typically own a car? Y/N
Agency Information
Organization Name: ___________________________________
What type of organization is this? [Please select one of the following.]
-

Community development organization
Credit/debt counseling agency
Financial advising/financial planning
Government agency
Housing counseling agency
Human services organization
Legal aid
Research
Other
o Please specify: ___________________________________

Does your organization operate in an urban, rural or suburban location? [Please select one or more of
the following.]
-

Urban
Rural
Suburban

Information about Availability for Focus Groups
There will be four focus groups, each lasting 2 hours. Focus groups will be held at [LOCATION]. [Please
select all of the dates and times that you are available from the list below.]

-

Date 1, Time
Date 2, Time
Date 3, Time
Date 4, Time

Thank you for your interest! One of us from the Abt Associates team will be in touch with you about
whether you are selected for a focus group. If you have any questions, you may contact the Project
Director, Dr. Anna Jefferson, at [email protected] or 617-520-2898.