OMB Control Number: 3170-XXXX

Expiration Date: XX/XX/XXXX

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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 your responses will be kept confidential, and when survey results are 

reported none of your answers will be connected to your organization.

Your organization/agency: ______________________________________

1) 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

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

feel prepared?

__________________________________________________________________________________

__________________________________________________________________________________

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 the 
OMB Control Number: 3170-XXXX

Expiration Date: XX/XX/XXXX

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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’ 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?

   

3) 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

Module 2: Assessing the Situation

Tool 1—Financial Empowerment 

Self-Assessment    
OMB Control Number: 3170-XXXX

Expiration Date: XX/XX/XXXX

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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    
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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    
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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?

___________________________________________________________________________________

___________________________________________________________________________________

___________________________________________________________________________________

___________________________________________________________________________________

5) Are there any topics that you wish had been covered in more detail in this training or in the 

Toolkit itself?

___________________________________________________________________________________

___________________________________________________________________________________

___________________________________________________________________________________

6) 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.

___________________________________________________________________________________

___________________________________________________________________________________

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.

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 

regulations at 12 C.F.R. Part 1070, et seq.