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pdfOMB Control Number: 3170-XXXX
Expiration Date: X/XX/20XX
Post-Training Survey for Your Money, Your Goals
For completion by training participants following a Your Money, Your Goals training.
Return this survey to your trainer.
Thank you for completing this survey. This information is being collected to help the
Consumer Financial Protection Bureau to help improve the Your Money, Your Goals
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.
1) Which organization organized this delivery of Your Money, Your Goals?
__________________________________________________________________________________
2) Which of the Consumer Financial Protection Bureau’s (CFPB) Your Money, Your Goals partners
organized the larger training initiative of which this delivery is a part?
__________________________________________________________________________________
3) Which version of the toolkit was used for your training? (See the subtitle on your copy of the
toolkit or guide.)
Social Services Programs
Volunteers
Workers
Legal Aid
Reentry
Disabilities Services
Tribal communities
4) 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.
The training was effective.
Your Money, Your Goals will improve my
ability to meet the needs of the people I
serve.
I feel prepared to use the tools and
resources in the Financial Empowerment
Training toolkit.
I plan to use the tools and resources in Your
Money, Your Goals with the people I serve.
Understand core financial management
topics, such as budgeting, saving, and
setting financial goals?
Strongly
Agree
Agree
Disagree
Strongly
Disagree
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OMB Control Number: 3170-XXXX
Expiration Date: X/XX/20XX
5) How confident are you in your ability to…
Very
Confident
Confident
Somewhat
Confident
Not at All
Confident
Discuss core financial management topics
with the people you serve?
Assess individuals’ financial condition or
situation?
Get help if you or the people you serve
have questions about financial issues?
Refer people to community resources such
as credit-debt counseling and tax filing
assistance?
Know where to go for unbiased information
or help in working with the people you
serve?
Help people manage their financial
challenges?
Provide the right financial content at the
right time in the context of your work with
individuals?
Access and use tools and materials from the
Consumer Financial Protection Bureau
(CFPB) through its consumer website?
6) How well do these statements describe you or your situation?
Part 1
This statement describes me
I could handle a major unexpected
expense
I am securing my financial future
Because of my money situation, I feel like
I will never have the things I want in life
I can enjoy life because of the way I’m
managing my money
I am just getting by financially
I am concerned that the money I have or
will save won’t last
Completely
Very
Well
Somewhat
Very
Little
Not at
all
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OMB Control Number: 3170-XXXX
Expiration Date: X/XX/20XX
Part 2: How often does this statement apply to you?
This statement applies to me
Giving a gift for a wedding, birthday or
other occasion would put a strain on my
finances for the month
I have money left over at the end of the
month
I am behind with my finances
My finances control my life
Always
Often
Sometimes
Rarely
Never
18-61
62+
Part 3: Tell us about yourself.
How old are you?
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.
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-XXXX. It expires on XX/XX/20XX. The time required
to complete this information collection is estimated to average approximately10 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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| File Type | application/pdf |
| Author | Ben Miller |
| File Modified | 2016-07-20 |
| File Created | 2016-07-20 |