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Expiration Date: 08/31/2016
Instrument 4: Follow-Up Survey for Case Managers and Other Front
Line Staff
Thank you for completing this survey as part of our evaluation of this training on Your
Money, Your Goals. This information is being collected to help CFPB improve the Your
Money, Your Goals materials. CFPB and its contractor will review responses to identify
potential enhancements to the 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.
The organization sponsoring the delivery of the Consumer Financial Protection Bureau’s Your Money,
Your Goals that you attended (may be the same as or different from your employer):
__________________________________________________________________________________
1) Since being trained in the use of Your Money, Your Goals…
# of Clients
With how many clients have you discussed financial information?
With how many clients have you used tools and resources from Your
Money, Your Goals?
How many clients have you referred to other financial resources (such as
credit counselors, free tax preparation, financial coaching, etc.)?
2) Do you think Your Money, Your Goals has affected your interactions with clients?
Yes, it has affected them a lot
Yes, it has affected them some
Yes, it has affected them a little
No, it has not affected my interactions with clients
2b) Please explain your answer to this question.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
3) Have clients had any financial issues or made any requests related to financial topics that you
have not known how to address? If so, please describe below.
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
4) How confident are you in your ability to…
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?
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?
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
5) Your Money, Your Goals includes a variety of tools and information on a number of different topics. In your work, how useful have you found
each of the following tools and resources?
With how many clients have you
used this tool?
How useful did you and your clients find this tool?
Very
Useful
Useful
Somewhat
Useful
Not at All
Useful
Module 2: Assessing the Situation
Tool 1—Financial Empowerment
Self-Assessment
______ clients
None
Tool 2—Client Goal and Financial
Situation Assessment
______ clients
None
______ clients
None
______ clients
None
______ clients
None
______ clients
None
Tool 1—Savings Plan
______ clients
None
Tool 2—Benefits and Asset Limits
______ clients
None
Module 3: Starting the Conversation
Module content
Module 4: Emotional and Cultural
Influences on Financial Decisions
Module content
Module 5: Using the Toolkit
Tool 1—Client Financial
Empowerment Checklist
Module 6: Setting Goals
Tool 1—Goal-Setting Tool
Module 7: Saving for the Unexpected,
Emergencies, and Goals
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
With how many clients have you
used this tool?
Tool 3—Finding a Safe Place for
Savings
How useful did you and your clients find this tool?
Very
Useful
Useful
Somewhat
Useful
Not at All
Useful
______ clients
None
Tool 1—Income and Financial
Resource Tracker
______ clients
None
Tool 2—Strategies for Increasing
Cash and Sources of Financial
Resources
______ clients
None
Tool 3—Cash, Paychecks, Direct
Deposit, Payroll Cards, and EBT—
Understanding the Benefits and
Risks
______ clients
None
Tool 1—Spending Tracker
______ clients
None
Tool 2—Bill Calendar
______ clients
None
Tool 3—Strategies for Cutting
Expenses and Other Uses of
Financial Resources
______ clients
None
Module 8: Managing Income and
Benefits
Module 9: Paying Bills and Other
Expenses
Tool 4—When Cash is Short—
Prioritizing Bills and Spending
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
With how many clients have you
used this tool?
How useful did you and your clients find this tool?
Very
Useful
Useful
Somewhat
Useful
Not at All
Useful
Module 10: Managing Cash Flow
Tool 1—Cash Flow Budget
______ clients
None
Tool 2—Cash Flow Calendar
______ clients
None
Tool 3—Improving Cash Flow
Checklist
______ clients
None
Tool 1—Debt Management
Worksheet
______ clients
None
Tool 2—Debt-to-Income Worksheet
______ clients
None
Tool 3—Debt Reduction Worksheet
______ clients
None
Tool 4—Student Loan Debt
______ clients
None
Tool 5—When Debt Collectors Call
______ clients
None
Tool 1—Getting Your Credit Reports
and Scores
______ clients
None
Tool 2—Credit Report Review
Checklist
______ clients
None
Tool 3—Improving Credit Reports
and Scores
______ clients
None
Module 11: Dealing with Debt
Module 12: Understanding Credit
Reports and Scores
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
With how many clients have you
used this tool?
How useful did you and your clients find this tool?
Very
Useful
Useful
Somewhat
Useful
Not at All
Useful
Module 13: Evaluating Financial
Service Providers, Products, and
Services
Tool 1—Selecting Financial Service
Providers
______ clients
None
Tool 2—Evaluating Financial Service
Providers
______ clients
None
Tool 3—Types of Financial Services
______ clients
None
Tool 4—Opening an Account
Checklist
______ clients
None
Tool 1—Red Flags
______ clients
None
Tool 2—Protecting Your Identity
______ clients
None
Tool 3—Learning More about
Consumer Protection
______ clients
None
Tool 4—Submitting a Complaint
______ clients
None
Module 14: Protecting Consumer
Rights
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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
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 3170-0038. It expires on 08/31/2016. The
time required to complete this information collection is estimated to average approximately 20 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 PRA@cfpb.gov.
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 de-identified 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.
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| File Type | application/pdf |
| Author | Mike Long |
| File Modified | 2014-05-14 |
| File Created | 2014-05-14 |