Consumer Financial Protection Bureau Financial Education Exchange (CFPB FinEx) Annual Survey

OMB No. 3170-0036
Expiration Date: XX/XX/XXXX

Consumer Financial Protection Bureau Financial Education Exchange Annual Survey
Greetings from the CFPB Financial Education Exchange (CFPB FinEx)! We are interested in getting
your feedback on FinEx and on the Bureau’s tools and resources for financial educators like you. To
share your thoughts with us, please fill out this online survey:
[Insert Survey link here]
The goal of CPFB FinEx is to support financial educators in their work, so it is important to us to
collect information on how you are using our tools and resources. If you would prefer to take the
survey anonymously, please feel free to do so by not submitting your name, email address, and work
address. If you provide your name, address, email and organization we will use this information to
update our email list.
This online survey will give us information about what is working, what could be improved upon, and
what directions you would like us to take in the future in order to best support you in advancing the
financial well-being of the people you serve.
The survey should take no longer than 30 minutes to complete. If you have any questions, please
email us at [email protected]. We greatly appreciate your feedback -- thank you for your
participation!

Privacy Act Statement
5 U.S.C. 552a(e)(3)
The information you provide will assist the Consumer Financial Protection Bureau in improving the
Bureau’s tools and resources for financial educators.
The Consumer Financial Protection Bureau may collect personally identifiable information such as
your name, organization, email address, phone number and work address.
Information collected will be treated in accordance with the System of Records Notice (“SORN”),
CFPB.021 Consumer Education and Engagement Records, 83 FR 23435. This information will not be
disclosed as outlined in the Routine Uses for the SORN. Direct identifying information will only be used
to facilitate the survey 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 survey is voluntary.
Paperwork Reduction Act
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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 Office
of Management and Budget (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 30 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 the Consumer Financial Protection Bureau (Attention: PRA
Office), 1700 G Street NW, Washington, DC 20552, or by email to [email protected].
1. Name

(responding to this question is optional)

2. Organization's name

(responding to this question is optional)

3. Work email address
4. City/state

(responding to this question is optional)
(responding to this question is optional)

5. Phone #_____________________
6. What is your role within the organization? (check all that apply)
Provide financial education services to clients
Provide other services to clients
Program development
Other (please describe)
7. What types of services does your organization provide overall? (check all that apply)
Any type of financial education programming
Social/human services
Programs for children/youth
Research/evaluation/policy analysis
Training/technical assistance
Funding
Financial products and services
Other (please describe)
8. What types of financial education does your organization currently provide? (check all that apply)
Group financial education classes
One-on-one financial counseling/coaching sessions
Printed or online financial education materials
Financial planning services
Tax preparation services
Public education campaigns
Housing counseling
Credit counseling
Other (please describe)
9. Approximately how many clients do you serve annually with financial education services?
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0-25
26-50
51-200
201-500
501+
10.Which of the following populations do you serve? (check all the apply)
Adults
Children and youth
Low income/economically vulnerable
Older Americans
Students
Military servicemembers/veterans
Employees
11. Since signing up for CFPB FinEx, have you used any tools or resources from the Bureau in your
financial education work?
Yes
No
10(a). If no, is there anything we can do to make the tools and resources more accessible and
useful? (text response)
12. If yes, which CFPB FinEx tools/resources have you used? (check all that apply)
FinEx webinars
FinEx in-person regional meetings
Ordered or downloaded printed resources to distribute to clients
Financial Well-Being scale
Financial coaching reports
Managing spending resources
Credit score and report resources
Take Control of Your Auto Loan resources
Financial Rules to Live By report and worksheets
Financial Wellness at Work
Your Money Your Goals Toolkit
Tax-time savings resources
Buying a House online tools
Paying for College/Student Loan Repayment online tools
Planning for Retirement online tools
Money as You Grow/parent financial education resources
Building Blocks to Help Youth Build Financial Capability report and resources
Spanish-language resources
Libraries resources
Older Americans resources
LinkedIn financial education discussion group
13. Please explain how you have used the resources. (text response)
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14. Has using the CFPB FinEx tools/resources in your financial education work done any of the
following: (check all that apply)
Changed how you interact with clients
Added new elements to your financial education programming
Changed existing programming
Changed training/professional development of staff
Changed the outcome metrics you collect on your program
Other
(Please explain – text response)
15. Have you seen any changes from clients in any of the following areas from using the CFPB FinEx
tools/resources in your financial education work? (check all that apply)
Increased engagement in the program
Change in attitudes about finances
Changes in financial behavior
Other
(Please explain – text response)
16. Can you share any examples of changes in clients, in terms of behavior, motivation, etc, related to
their financial decision-making as a result of using FinEx tools/resources? (Please do not include any
personally identifying information about your clients).
(Text response)
17. Have you tried anything new based on the CFPB FinEx tools/resources that did not have the
intended effect? (Please explain – text response)
18. Based on the CFPB FinEx tools/resources that you’ve explored, do any approaches seem
particularly promising to help consumers? (Please explain – text response)
19. More broadly, what are other promising new ideas, topics, or approaches in financial education
that the CFPB FinEx community should explore? (Please explain – text response)
20. Would you recommend the CFPB FinEx tools/resources to other financial educators?
Yes
No

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