DISTRICT APPLICATION  Teacher Training Initiative

Consumer Financial

Protection Bureau 1 of 7

The Consumer Financial Protection Bureau (CFPB) is seeking to partner 

with local education agencies (LEAs) to design and implement a program 

for training teachers in the area of financial education with the goal of 

increasing schools’ ability to support youth financial capability.

The Teacher Training Initiative (TTI) will be designed 

in partnership with the LEA to increase capacity 

where there is existing demand for, or commitment 

to, teaching personal finance in K-12 schools. If 

the LEA has not selected a specific curriculum, 

the teachers will be provided a curriculum 

and resources for classroom application. Each 

partnering LEA will participate in two training 

years where teachers will receive training and 

follow-up which may include access to participation 

in a national financial education symposium and 

access to a community of trained teachers through 

social media. 

Interested local education agencies (LEAs) 

are invited to submit a response to the District 

Application. All responses must be submitted 

in writing, via email to Kathleen Floyd at 

Kathleen.floyd@cfpb.gov by, 5:00 pm EST. 

No phone inquiries will be accepted.

OMB No: 3170-XXXX

Expiration: XX/XX/20XX
TEACHER TRAINING INITIATIVE

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Protection Bureau 2 of 7

LOCAL EDUCATION AGENCY (LEA) NAME

SUPERINTENDENT

EMAIL

STREET

CITY STATE ZIP CODE

General information

EMAIL

FIRST NAME LAST NAME SUFFIX

TITLE DEPARTMENT

Grades included in LEA K

1st

2nd

3rd

4th

5th

6th

7th

8th

9th

10th

11th

12th

PHONE NUMBER

PHONE NUMBER

Percentage of total 

student population 

on free or reduced 

lunch

Anticipated number 

of teachers who 

would receive 

financial literacy 

training 

Number of schools 

in LEA

Number of 

students in LEA

Number of Title I 

schools in LEA

Number of 

teachers in LEA

3 Additional 

information

2 Contact person 

We’ll use this 

information to contact 

you about the status of 

your application.

1 Local Education 

Agency (LEA)

identification 

Information
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Protection Bureau 3 of 7

Personal finance instruction is a high school graduation requirement either as a 

standalone course or as part of another course that is required.

State personal finance standards have been completed and your LEA is required 

to implement the standards.

Student testing of personal finance concepts is required.

Other

Financial education

If yes, what financial education curriculum/resources are you currently using?

In which grades? 

In what year did you first 

include financial education 

in the curriculum? 

If more than one department manages financial 

education instruction, please indicate this.

SOCIAL STUDIES

MATH

LANGUAGE ARTS 

FAMILY AND CONSUMER 

SCIENCE

OTHER

# OF YEARS YEAR

Has the senior management of your LEA engaged in 

conversations about participating in financial education 

during the last two years? 

YES

NO

YES

NO

8 If your LEA is 

not currently 

providing financial 

education as part 

of the curriculum: 

7 For how many 

years has your LEA 

included some 

form of financial 

education in your 

school curriculum? 

6 What academic 

department 

manages the 

financial education 

instruction? 

5 Is a financial 

education 

component 

included in your 

curriculum for 

the 2014-2015 

school year?

4 Please indicate 

if your LEA has a 

financial literacy 

requirement as 

evidenced by:
TEACHER TRAINING INITIATIVE

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Protection Bureau 4 of 7

Has your LEA engaged in 

conversations about participating in 

financial education during the last 

two years with key stakeholders, 

including:

Do you intend to provide letters 

of support from any of the above 

stakeholders? If so, please indicate 

which ones:

YES NO

YES NO

YES NO

YES NO

THE SCHOOL BOARD

TEACHER’S UNION

PARENT ORGANIZATIONS

SENIOR ADMINISTRATION 

(OF THE LEA)

THE SCHOOL BOARD

TEACHER’S UNION

PARENT ORGANIZATIONS

SENIOR ADMINISTRATION 

(OF THE LEA)

Financial education (continued)

Professional development

check all that apply

AFTER SCHOOL

BEFORE SCHOOL

DURING THE SCHOOL DAY

DURING A PROFESSIONAL 

DEVELOPMENT DAY

DURING THE SUMMER

OTHER

If so, please describe a recent example. 

Please note that we will require a minimum of 100 teachers in each of the two training years, more 

if possible. (An exception to the 100 teacher minimum may be considered in cases of rural LEAs.) 

9 When does your 

professional 

development 

usually take place? 

8 (continued) 

10 Has your LEA 

worked with 

external vendors 

to provide teacher 

professional 

development in 

the past?

11 Please explain 

your plan for 

recruiting 

teachers for 

the financial 

education 

teacher training. 
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Protection Bureau 5 of 7

DEPARTMENT

If no, how can we reach the teachers on a regular basis? 

Implementation

EMAIL

TITLE

PHONE NUMBER

YES

NO

YES

NO

14 What types of 

technology are 

available in your 

LEA for both the 

training and the 

implementation 

in the classroom? 

15 Is it possible to 

communicate 

regularly with 

teachers through 

email, web, or 

social media, 

such as Facebook 

or LinkedIn? 

13 How will your 

LEA ensure that 

the teachers 

follow through 

with the 

training?

12 Who will be 

managing the 

teacher training 

for the LEA? 

16 Does your LEA agree to work with the CFPB and the Vendor to develop a 

plan for sustaining the program after the treatment years which may include 

a train-the-trainer model? 
TEACHER TRAINING INITIATIVE

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Protection Bureau 6 of 7

We would like some information about your ability to participate in the evaluation component of our program.

Please note that, under our contract, the vendor will be conducting an evaluation of the Teacher Training Initiative. 

The vendor will not obtain any Personally Identifiable Information (PII) from any participant from the LEA. 

YES

YES

YES

YES

NO

NO

NO

NO

Evaluation

17 Is your LEA willing to partner with CFPB to conduct tests of financial 

education skills, with both students and teachers, at the onset of the 

training, and after the training is concluded? 

18 Will your LEA allow the students and teachers to be surveyed about their 

experiences participating in this program? 

20 Is your LEA willing to share knowledge of the curriculum implementation 

and student achievement with other LEAs, and with professionals in the 

financial education field, by participating in peer learning activities? 

19 Will your LEA agree to share information obtained during the evaluation process 

with other LEAs, with financial education professionals, and with the public? 

Please note again that no personally identifiable information will be obtained during the 

program, or included in information shared later with other parties 
TEACHER TRAINING INITIATIVE

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Protection Bureau 7 of 7

Privacy Act Statement

5 U.S.C. 552(a)(e)(3)

The information you provide will be used to assess local education agencies (“LEA”) for participation in the 

Consumer Financial Protection Bureau’s (“CFPB”) Teacher Training Initiative (“TTI”).

Information collected on behalf of the CFPB will be treated in accordance with the System of Records 

Notice (“SORN”), CFPB.021 – Consumer Education and Engagement Records, 77 FR 60382. This information 

will not be disclosed as outlined in the Routine Uses for the SORN, with the exception of disclosure to the 

Bureau’s selected contractor for implementing the program. Direct identifying information, including 

your contact information, will only be used to facilitate communication between the CFPB and your LEA 

regarding participation in the TTI, and will be kept private except as required by law. However, the CFPB 

may have information about LEAs, without personal identifiers publicly available as part of a report or similar 

publications.

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.

Participation is voluntary, you are not required to provide any identifying information, and you may withdraw 

participation at any time. However, if you do not include the requested information, the CFPB may not be able 

to consider your LEA for participation in the TTI.

Paperwork Reduction Act

According to the Paperwork Reduction Act of 1995, a Federal 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 60 minutes per response. 

Responding to this information collection is voluntary; however, a completed application is required for 

an LEA to be considered for participation in the TTI. 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.