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Instrument 3B: Case Manager Training Post-Test
Respondents: Case Managers
Collection Strategy: Paper Form
Thank you for completing this survey as part of our evaluation of this training on the FET
Toolkit. Please note that the Bureau intends to keep your responses private to the extent permitted
by law, and when survey results are reported none of your answers will be connected to your
organization.
Your organization/agency: ______________________________________
1) Please check any of the following that describe the clients with whom the case managers you train
will be working (check all that apply).
Geography
Mostly Urban
Mostly Suburban
Mostly Rural
Gender
Mostly Female
Mostly Male
2) After participating in this training, how well-prepared do you feel to use the FET Toolkit with your
clients?
Well-prepared
Somewhat prepared
Not prepared
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 MM/DD/YYYY. The
time required to complete this information collection is estimated to average approximately 10
minutes per response, including the time for reviewing any instructions, searching existing data
sources, gathering and maintaining the data needed, and completing and reviewing the collection of
information. The obligation to respond to this collection of information is voluntary. 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
CFPB_Public_PRA@cfpb.gov.
.
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2b) [If respondent answers “somewhat prepared” or “not prepared”] In what ways do you not
feel prepared?
__________________________________________________________________________________
__________________________________________________________________________________
3) 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.
Agree
Disagree
Strongly
Disagree
Very
Confident
Confident
Somewhat
Confident
Not at All
Confident
Understand core financial management
topics, such as budgeting, saving, and
setting financial goals?
Discuss core financial management topics
with your clients?
Assess your clients’ financial condition or
situation?
Get help if you or your clients have
questions about financial issues?
The trainer was knowledgeable.
The trainer’s style was engaging and
interesting.
The trainer used activities beyond lecture
and discussion to explain the Toolkit.
The trainer listened effectively to
contributions from me and other
participants.
The Financial Empowerment Training
Toolkit will improve my ability to meet the
needs of my clients.
I feel prepared to use the tools and
resources in the Financial Empowerment
Training Toolkit with clients.
I plan to use the tools and resources in the
Financial Empowerment Training Toolkit
with clients.
3)
Strongly
Agree
How confident are you in your ability to…
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Refer clients to community resources such
as credit-debt counseling and tax filing
assistance?
Know where to go for unbiased information
or help in working with clients?
Help clients manage their financial
challenges?
Provide the right financial content at the
right time in the context of your case work
with clients?
Access and use tools and materials from the
Consumer Financial Protection Bureau
(CFPB) through its consumer website?
4) The Financial Empowerment Training Toolkit includes a variety of tools and information on a
number of different topics. How useful do you think you will find each of the following tools and
resources?
Very Useful
Useful
Somewhat
Useful
Not at All
Useful
Tool 1—Financial Empowerment
Self-Assessment
Tool 2—Opportunities for
Providing Financial Empowerment
Tool 3—Client Goals and Financial
Situation Assessment
Module 2: Assessing the Situation
Module 3: Assessing the Situation
Information on When and How to
Bring Up Money Topics with
Clients
Module 4: Setting Goals
Information on How to Set and
Reach Financial Goals
Module 5: Saving for the
Unexpected, Emergencies, and
Goals
Tool 1—Savings Plan
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Very Useful
Useful
Somewhat
Useful
Not at All
Useful
Tool 2—Benefits and Asset Limits
Tool 3—Finding a Safe Place for
Savings
Tool 1—Income and Spending
Tracker
Tool 2—Cash Flow Budget
Tool 3—Strategies for Increasing
Cash and Sources of Financial
Resources
Tool 4—Strategies for Cutting
Expenses and Other Uses of
Financial Resources
Tool 5—When Cash Is Short
Module 6: Managing Cash Flow
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Very Useful
Useful
Somewhat
Useful
Not at All
Useful
Tool 1—Debt Management
Worksheet
Tool 2—Debt-to-Income
Worksheet
Tool 3—Debt Reduction
Worksheet
Tool 1—Getting Your Credit
Reports
Tool 2—Getting Your Credit Scores
Tool 3—Credit Report Review
Checklist
Tool 4—Improving Credit Reports
and Scores
Tool 1—Selecting a Financial
Service Provider
Tool 2—Evaluating Financial
Service Providers
Tool 3—Basic Definition of
Financial Services
Tool 4—Opening an Account
Checklist
Tool 1—Red Flags
Tool 2—Protecting Your Identity
Tool 3—Learning More about
Consumer Protection
Module 7: Dealing with Debt
Module 8: Understanding Credit
Reports and Scores
Module 9: Evaluating Financial
Service Providers, Products, and
Services
Module 10: Protecting Consumer
Rights
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5) What pieces of the Financial Empowerment Training Toolkit, if any, do you think will be the most
useful to you and your clients? Why?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
6) Are there any topics that you wish had been covered in more detail in this training or in the
Toolkit itself?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
7) Thinking about the goal of equipping case managers to integrate financial empowerment tools
into their work with clients, please provide any suggestions you have for how this training could
be improved.
___________________________________________________________________________________
___________________________________________________________________________________
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| File Type | application/pdf |
| Author | Ben Miller |
| File Modified | 2013-08-02 |
| File Created | 2013-08-02 |