Evaluation Instruments

OMB Control Number: 3170-0067
Expiration Date: XX/XX/XXXX

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 evaluate the effectiveness of Your Money, Your Goals training. 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 Privacy Notice and Paperwork
Reduction Act statement on the last page of this survey.
1. What is your email address? Your email address will be used to link the pre- and post-training
surveys you complete together and send you a follow-up survey. When the survey results are
reported, none of your responses will be directly connected to you.
Email address
2. Did your trainer cover these Your Money, Your Goals materials during your training?
a. Financial empowerment toolkit
b. Focus on Military Communities
c. Focus on Native Communities
d. Focus on People with Disabilities
e. Focus on Reentry
f. Behind on bills? Start with one step
g. Building your savings? Start with small goals
h. Debt getting in your way? Get a handle on it
i. Want credit to work for you? Start with these steps

Yes

No

Not sure

3. How confident are you in your ability to help other people with the following topics?

a. Budgeting
b. Saving
c. Managing credit and debt
d. Setting goals
e. Asserting their rights when they
have a problem with a financial
product, service, or company

Not at all A little
confident confident

1

Somewhat
confident

Very
Extremely
confident confident

OMB Control Number: 3170-0067
Expiration Date: XX/XX/XXXX

4. For each statement below, please indicate how much you agree or disagree.

a. Your Money, Your Goals is a good fit
for my organization.
b. The training covered the financial
topics that come up most often for the
people I serve.
c. People at today’s training do similar
work as I do.
d The trainer was engaging and effective.
e. The trainer was knowledgeable about
the topics we covered today.

Strongly
Neither agree
disagree Disagree nor disagree

Agree

Strongly
agree

5. Did you attend today’s event to learn how to train frontline staff or volunteers to use Your Money,
Your Goals with the people they serve?
Yes
No

Go to question 9

6. Rate how much you agree with the following statement, “I was the right person from my
organization to attend today’s training.”
Strongly
Neither agree
disagree
Disagree
nor disagree
Agree
Strongly agree

7. How confident are you in your ability to . . .

a Train frontline staff or volunteers about
how to talk about money with the
people they serve?
b Identify high quality financial
information and resources to share with
frontline staff or volunteers you train?
c.Explain why financial management is
important for frontline staff or
volunteers to bring up with the people
they serve?

Not at all A little Somewhat
Very
Extremely
confident confident confident confident confident

8. In the next 3 months, how likely are you to lead a Your Money, Your Goals training for frontline
staff or volunteers at your organization or other organizations the community?
Not at all likely
Unlikely
Somewhat Likely Very Likely Extremely Likely
2

OMB Control Number: 3170-0067
Expiration Date: XX/XX/XXXX

9. Did you attend today’s training to learn how to use Your Money, Your Goals directly with the
people you serve?
Yes
No

Go to question 12

10. How confident are you in your ability to . . .

a. Talk about core financial management
topics with the people you serve?
b. Identify high quality financial
information and resources to share
when the people you serve have
questions?
c. Incorporate financial topics into
conversations with the people you
serve?

Not at all A little Somewhat
Very
Extremely
confident confident confident confident confident

11. For each statement below, please indicate how much you agree or disagree.

a. I do not have time to talk about
finances during client interactions.
b. I am comfortable talking about
finances with clients.
d. Your Money, Your Goals materials are
a good fit for the people I serve.
d. Your Money, Your Goals will improve
my ability to meet the needs of the
people I serve.
e. I plan to use Your Money, Your Goals
materials with the people I serve.

Strongly
Neither agree
disagree Disagree nor disagree

12. What aspects of the training could be improved?

3

Agree

Strongly
agree

OMB Control Number: 3170-0067
Expiration Date: XX/XX/XXXX

13. Do you have additional questions or ideas that were not addressed at today’s training?

Privacy Act Statement
Information you provide in response to this survey will help the survey sponsor, the Consumer Financial Protection
Bureau (Bureau), evaluate the effectiveness of Your Money, Your Goals training.
Information collected will be treated in accordance with the System of Records Notice (“SORN”), CFPB.021 – CFPB
Consumer Education and Engagement Records, 83 FR 23435. The Bureau will not obtain or access any answers or
comments you provide linked 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 (the
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 3170-0067. It expires on XX/XX/XXXX. The time required to complete this information collection is
estimated to average approximately 10 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 PRA_Comments@cfpb.gov.

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