OMB Control Number: 3170

- XXXX Expiration Date: XX/XX/XXXX

Page 1 

## 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 your responses will be kept confidential, and when survey results ar e reported none of your answers will be connected to your organization.

Your organization/agency: ______________________________________

1) After partici pating in this training, how well

- prepared do you feel to use the FET Toolkit with your
clients?

 Well

- prepared  Somewhat prepared  Not prepared

1 b) [ If respondent answers “somewhat prepared” or “not prepared”] In what ways do you not feel prepared?

__________________________________________________________________________________

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2) 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.

Strongly

Agree Agree Disagree Strongly Disagree 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 theOMB Control Number: 3170

- XXXX Expiration Date: XX/XX/XXXX

Page 2 Financial Empowerment Training Toolkit with clients.

3) 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’ f inancial 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?    

3) The Financial Empowerment Training Toolkit includes a variety of tools and information on a number of different topics. H ow usef ul do you think you will find each of the following tools and

resources ?

Very Useful Useful Somewhat Useful Not at All Useful Module 2: Assessing the Situation

Tool 1

— Financial Empowerment Self

- Assessment    OMB Control Number: 3170

- XXXX Expiration Date: XX/XX/XXXX

Page 3 Very Useful Useful Somewhat Useful Not at All Useful
Tool 2

— Opportunities for Providing Financial Empowerment    

Tool 3

— Client Goals and Financial Situation Assessment    

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    

Tool 2

— Benefits and Asset Limits    

Tool 3

— Finding a Safe Place for Savings    

Module 6 : Managing Cash Flow

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    Page 4 Very Useful Useful Somewhat Useful Not at All Useful
Module 7 : Dealing with Debt

Tool 1

— Debt Management Worksheet    

Tool 2

— Debt

- to

- Income Worksheet    

Tool 3

— Debt Reduction Worksheet    

Module 8 : Understanding Credit Reports and Scores

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    

Module 9 : Evaluating Financial Service Providers, Products, and Services

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    

Module 10 : Protecting Consumer Rights

Tool 1

— Red Flags    

Tool 2

— Protecting Your Identity    

Tool 3

— Learning More about Consumer Protection    Page 5 4) What pieces of the Financial Empowerment Training Toolkit, if any, do you think will be the most useful to you and your clients? Why?

___________________________________________________________________________________

___________________________________________________________________________________

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___________________________________________________________________________________ 5) Are there any topics that you wish had been covered in more detail in this training or i n the
Toolkit itself ?

___________________________________________________________________________________

___________________________________________________________________________________

__________________________________________________________________ _________________ 6) Thinking about the goal of equipping case managers to integrate financial empowerment tools into their work with clients, p lease provide any suggestions you have for how this training could be improved.

___________________________________ ________________________________________________

___________________________________________________________________________________

Paperwork Reduction Act

According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a
p erson 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 obli gation 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.

The Bureau will not disclose any personally identifiable information collected except to the extent that it is required to do so by law and as provided in the Privacy Act Statement listed below. Additionally, the Bureau will treat the information collected consistent with its confidentiality regula tions at 12 C.F.R. Part 1070, et seq.