Your Money, Your Goals Cohort application

 2022 Your Money, Your Goals Cohort
APPLICATION FOR PARTICIPATION IN THE

OMB No. 3170-0068
Expiration Date: 4/30/2023

Important facts about the Your Money, Your Goals training partnership program:
§ Customized training and technical assistance will be available to approximately 8-12 organizations.
§ It is NOT a grant, contract, sub-contract, or funding to organizations.
§ Applications due November 1, 2021.

The Consumer Financial Protection Bureau (CFPB) will provide Your Money, Your Goals materials, training,
and technical assistance to organizations across the country that are committed to helping financially
empower the populations they serve.
The CFPB will support the selected organizations in the 2022 cohort with:
1. Your Money, Your Goals and related financial empowerment and consumer education materials
2. Training on the use of the tools and resources tailored to each organization’s staff and other community
partners; special focus on consumer protection (i.e. avoiding predatory lending and scams, the CFPB
complaint function)
3. Peer learning groups and communities of practice to exchange knowledge, experiences and
practical tips
4. Invitations to listening sessions or focus groups to share the perspective of their clients with the
CFPB and expand the voice of vulnerable consumers in consumer protection
5. Technical assistance to help each organization build financial empowerment and capability
strategies into their existing delivery model
6. Technical assistance to track outcomes related to financial well-being
Training and technical assistance will be provided through a CFPB-contracted vendor. The Your Money, Your
Goals toolkit and other materials are available in English and Spanish on our website (consumerfinance.gov/
your-money-your-goals). When combined with the training, these materials provide resources that frontline
staff need to help people set goals, choose financial products, and build skills in managing money, credit,
and debt.

Consumer Financial
Protection Bureau

 Applications due 11/1/2021

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YOUR MONEY, YOUR GOALS TRAINING PARTNER APPLICATION FORM

To participate
The CFPB anticipates that training and technical assistance will begin in January 2022 and continue
for up to 24 months. Your Money, Your Goals is designed for organizations that serve low-income and/
or economically vulnerable people. For this training cohort, priority will be given to organizations with
the capacity to train at least 250 frontline staff annually and to use the resources with large numbers of
vulnerable consumers, typically on a state, regional or national scale.
The tools and training approaches are designed for organizations and frontline staff that have regular
one-on-one interactions with vulnerable consumers. While the materials may be used in a wide variety of
settings, past participants have generally been most successful in integrating the tools if they work in a
setting that allows them repeated, direct contact with consumers over a period of time.
Other criteria for the cohort include:
§ Commitment to integrating financial empowerment and consumer protection into ongoing work.
Demonstrate an understanding of how increased financial capability of your clients may help them
achieve their goals and the outcomes that your organization’s services support.
§ Demonstrate capacity to dedicate staff time to planning and coordinating training and follow up
activities, participating in cohort peer learning sessions, and to implementing resources with clients.
Depending on the nature of the partner’s work, key staff participation in cohort activities may range
from 2 to 12 hours per month during the 24-month period.
§ Staff capacity to effectively participate in training on and use of the Your Money, Your Goals resources.
The time commitment of frontline staff participants will vary widely, depending on the nature of the
training planned by the participating organization.
§ Commitment to consumer protection and elevating the voice of your clients. This includes helping
consumers to understand and assert their rights, and to submit complaints and share stories with CFPB.
§ Commitment to fulfill limited survey collection responsibilities and share information about outcomes
with peer organizations and the Bureau. This includes ensuring that training participants submit
electronic pre- and post-training surveys to the CFPB or its contracted vendor for compilation of data.
§ Commitment to engaging in peer learning activities, such as communities of practice or similar
activities to share experiences using financial literacy information and tools to promote client financial
empowerment.
Priority will be given to organizations or large programs within organizations, typically training at least 250
frontline staff annually, with a strong commitment to financial empowerment.

Consumer Financial
Protection Bureau

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YOUR MONEY, YOUR GOALS TRAINING PARTNER APPLICATION FORM

As you consider how you would use Your Money, Your Goals, we encourage you to review the variety of
resources including the toolkit, downloadable tools, companion guides, booklets and videos to spark
action. Information on the Bureau’s complaint function is available here. You may also consider using the
CFPB’s Financial Well-being Scale with the people you serve.
Organizations that are not selected as training partners will have opportunities to receive training through
public webinar training sessions throughout the year. They may also be considered for other specialized
training opportunities and listening sessions organized by the Bureau.

Privacy Act Statement
The information you provide, including contact information, will only be used for managing participation in financial
empowerment initiatives sponsored by the Consumer Financial Protection Bureau (CFPB). The financial empowerment
initiatives are opportunities for public and private organizations or entities to receive tools, training, technical assistance,
and other services to help them reach low-income and economically vulnerable consumers. Identifying information
collected may be used by and disclosed to employees, contractors, agents, and others authorized by the Bureau to
receive this information to assist in related activities.
Information collected by the CFPB will be treated in accordance with the System of Records Notice (“SORN”), CFPB.021 –
CFPB Consumer Education and Engagement Records, 83 FR 23435.
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. You are not required to submit or provide
any identifying information; however, not doing so may result in the Bureau being unable to fulfill your request.

Paperwork Reduction Act Notice
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 3170-0068. It expires on 4/30/2023. The time required to
complete this information collection is estimated to average approximately 3 hours 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].

Consumer Financial
Protection Bureau

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YOUR MONEY, YOUR GOALS TRAINING PARTNER APPLICATION FORM

 Applications due

11/1/2021

1

Please provide
your organization’s
contact information.

ORGANIZATION NAME

ADDRESS

CITY

STATE

POINT OF CONTACT NAME

WORK PHONE

POINT OF CONTACT JOB TITLE

EMAIL

ADDITIONAL POINT OF CONTACT NAME (OPTIONAL)

2

What is your
organization’s
mission and vision?

ZIP CODE

ADDITIONAL POINT OF CONTACT EMAIL (OPTIONAL)

MISSION

VISION

3

Describe your
organization’s
geographic service
territory and
the populations
it serves.

Consumer Financial
Protection Bureau

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YOUR MONEY, YOUR GOALS TRAINING PARTNER APPLICATION FORM

Your organization and its plans for Your Money, Your Goals

4

5

Describe your
understanding of
and commitment
to this project’s
goals, including how
this project links
to outcomes you
currently track for
your organization and
program participants.
Describe how your
organization’s staff
members typically
interact with
vulnerable consumers
or clients. Check all
that apply:

One-on-one meeting or conversation with an individual, with minimal to no follow up
One-on-one meeting or conversation, with some follow up at regular intervals
Regular on-on-one meetings over a period of six months or more
Group sessions/classes or interaction that is not one-on-one
A combination of one-on-one meetings and classes or other groupsettings

6

7

Describe your
organization’s
existing service
model and
how financial
empowerment will
be integrated
into it.

Describe your
organization’s capacity
to undertake this
project, including
availability of
administrative support
and a designated staff
member who will lead
its implementation.
Will this be integrated
into ongoing staff
training?

Consumer Financial
Protection Bureau

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YOUR MONEY, YOUR GOALS TRAINING PARTNER APPLICATION FORM

Project goals

8

Within the next year, how many frontline staff from your organization
and/or from community partners does your organization plan to train?

frontline staff

9

Within the next year, how many clients will your organization reach
using Your Money, Your Goals resources?

clients

Information sharing

10

Can your organization commit to administering pre- and post-surveys to all
participants of trainings your organization will hold and to share those surveys
with the Bureau?

YES

NO

Submission instructions
Email this completed application along with the required documents listed below to
[email protected]. If your organization does not have any of these required
documents, provide an explanation in the body of your email.
§ Completed application

§ IRS Form 990

§ Accessibility Policy

§ Annual Report

§ Most recent financial audit

§ Nondiscrimination Policy



Email

[email protected]

Consumer Financial
Protection Bureau

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