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 OMB No. 3170-XXXX

 Expiration: XX/XX/20XX

Teacher Training Initiative

District Application

The Consumer Financial Protection Bureau (CFPB) is seeking to partner with local education agencies 

(LEAs) to design and implement a Teacher Training Initiative (TTI) in the area of K-12 financial 

education. The goal of the TTI is to improve and sustain youth financial capabilities by training teachers 

to teach and/or incorporate financial education concepts into their curricula. Each partnering LEA will 

participate in two training years during which teachers will receive training (including appropriate 

resource materials) and training follow-up (including participation in a national financial education 

convening and access to a community of trained teacher).

Interested LEAs are invited to submit this District Application. All responses must be submitted in 

writing, via email by XXXX, 5:00 pm EST to xxx@cfpb.gov. Responses should be limited to a 

maximum of five pages of supplemental information. 

APPLICATION:

I. GENERAL INFORMATION

Local Education Agency (LEA) Name__________________________

Address__________________________________________________

City________________________State____________Zip__________

Superintendent____________________________________________

Email________________________Phone_______________________

LEA Contact Person________________________________________

Title_____________________________________________________

Department_______________________________________________

Contact Person email__________________Phone_________________

Grades included in the LEA__________________________________

Number of schools in LEA___________________________________

Number of Title I schools in LEA______________________________

Percentage of total student population eligible for free or reduced lunch_________

Number of teachers in LEA_________________________________
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Anticipated number of teachers who would receive financial literacy training

________________________________________________________

II. FINANCIAL EDUCATION

1. Please indicate if your LEA has a financial literacy requirement as evidenced by (check 

all that apply):

_____ 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 are completed and your LEA is required to 

implement the standards.

_____ Student testing of personal finance concepts is required.

_____Other _____________________________________________________

_______________________________________________________________

_____We do not have a financial literacy requirement at this time.

2. Is a financial education component included in your curriculum for the 2014-2015 school 

year? ___Yes ___No

If yes, what financial education curriculum are you currently using? In which grades? 

________________________________________________________________________

____________________________________________________________

3. What academic department manages the financial education instruction? If more than 

one department manages financial education instruction, please indicate this by checking 

all that apply.

_____ Social Studies

_____ Math

_____ Language Arts 

_____ Family and Consumer Science 

_____Other: ___________________________
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4. For how many years has your LEA included some form of financial education in your 

school curriculum?____________________________________________________

In what year did you first include financial education in the curriculum? ________

5. If your LEA is not currently providing financial education as part of the curriculum:

a. Has the senior management of your LEA engaged in conversations about 

participating in financial education during the last two years? ___Yes ___No

b. Has your LEA engaged in such conversations with key stakeholders, including:

• The School Board __Yes __No

• Senior Administration (of the LEA) __Yes __No

• Teacher’s Union __Yes __No

• Parent Organizations __Yes __No

c. Will you be able to produce letters of support from any of the above stakeholders? If 

so, please indicate which one(s):

___ School Board

___ Senior LEA Administration 

___ Teacher’s Union

___ Parent Organizations

III. PROFESSIONAL DEVELOPMENT

1. When does your professional development usually take place? (check all that apply) 

_____ after school

______before school

______during the school day 

______during a professional development day

______during the summer

2. Has your LEA worked with external vendors to provide teacher professional 

development in the past?

If so, please describe a recent example.
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__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

3. Please explain your plan for recruiting teachers for the financial education teacher 

training. 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 will be 

considered in special cases) 

_________________________________________________________________ 

_________________________________________________________________

_________________________________________________________________

_________________________________________________________________

IV. IMPLEMENTATION:

1. Who will be managing the teacher training for the LEA? 

Name:______________________ Department:_______________________

Email:______________________ Phone: ___________________________

2. How will your LEA ensure that the teachers utilize the financial education teacher 

training?

_____________________________________________________________

_____________________________________________________________

_____________________________________________________________

_____________________________________________________________

3. What types of technology are available in your LEA for both the training and the 

implementation in the classroom?

________________________________________________________________

________________________________________________________________
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4. Is it possible to communicate regularly with teachers through email, web, or social media,

such as Facebook or LinkedIn? ____Yes ____No. 

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

____________________________________________________________

____________________________________________________________

____________________________________________________________

5. Does your LEA agree to work with the CFPB to develop a plan for sustaining the 

program after the treatment years, which may include a train-the-trainer model? ____Yes 

____No 

V. EVALUATION

We would like some information about your ability to participate in the evaluation 

component of our program. No personally identifiable information (PII) will be obtained

during the program, or included in information shared later with other parties. 

1. Is your LEA willing to partner with CFPB to gather data of financial education skills, 

from both students and teachers, at the onset of the training, and after the training is 

concluded? ___ Yes ___ No

2. Will your LEA allow the students and teachers to be surveyed about their experiences 

participating in this program? ___ Yes ___ No

3. 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 that 

no personally identifiable information will be obtained during the program, or included in 

information shared later with other parties. ___ Yes ___ No

4. 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? ___ Yes ___ No
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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 MTTI, 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 MTTI.

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 MTTI. 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.