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Community Partners

Financial Literacy Survey

Thank you for taking the time to provide your valuable input. We are committed to designing a financial literacy training program that meets the community's needs and expectations. Your feedback will help us shape an effective and engaging program.

Participant Information

Name

Organization (if applicable)

Role/Position (if applicable)

General Feedback

Has your organization participated in financial literacy programs before? *

Yes

No

If yes, in previous financial literacy programs what aspects did you find most beneficial? (Select all that apply)

Budgeting and Personal Finance Management

Managing Accounts (Checking, Savings, Loans, Retirement)

Saving and Investment Strategies

Understanding Credit and Loans

Debt Reduction Techniques

Planning for Retirement

Tax Planning and Preparation

Insurance and Risk Management

Homeownership and Mortgages

Entrepreneurship and Business Finance

Financing College

Other

If other please specify

In previous financial literacy programs, what areas needed the most improvement? (Select all that apply) *

Content Depth

Practical Application

Interactive Activities

Resources Provided

Other

If other please specify

Why do you think people should take a course on personal finance? (Check all that apply) *

No previous training

Someone suggested they take the course

They enjoy learning about finances and money

It could make them feel better about their financial situation and perspective

Mandatory requirement for school/work/program(e.g. program requires employees to attend the course, or school requires the course to receive a grade)

They are having difficulty paying their bills on a regular basis and staying current

They will be rewarded by their employer/school for taking the course

They thought it would be fun

They want to plan for future financial events (retirement, college, children, care of parents, etc.)

It will prevent problems (i.e. fighting or arguments) in relationship(s)

They are having problems managing money

They want to learn more about managing money

Retirement investing

They want to learn how to save money

It is important for someone to take a course on personal finance because: (Check all that apply.) *

They would be able to help others with their personal finance problems

They want to create a plan for retirement

They want to become a better manager of money

Someone suggested they take the course

They enjoy learning about money and finances

They have difficulty saving money and would like to learn how to save money

They want to become rich

It is required for school or work

They want to learn more about investing money

They have debt and want to learn how to get rid of it

They knew they would find the course challenging

They have always found the topic of personal finance interesting

They want to get better at understanding and handling money

They feel like they’re drowning in debt and that they misunderstand how finances work

They feel like they’re running in place / not making any progress toward a future where they are financially stable

Content Preferences

Which topics do you feel people would be most interested in for the financial literacy training program? (Select all that apply) *

Spending Plans and Personal Finance Management

Managing Accounts (Checking, Savings, Loans, Retirement)

Saving and Investment Strategies

Understanding Credit and Loans

Debt Reduction Techniques

Planning for Retirement

Tax Planning and Preparation

Insurance and Risk Management

Homeownership and Mortgages

Entrepreneurship and Business Finance

Financing College

Other

If Other Please Specify

Rate on a scale of 1-5, where 1 is not important and 5 is very important

Spending Plans and Personal Finance Management *

1

2

3

4

5

Managing Accounts (Checking, Savings, Loans, Retirement) *

1

2

3

4

5

Saving and Investment Strategies *

1

2

3

4

5

Understanding Credit and Loans *

1

2

3

4

5

Debt Reduction Techniques *

1

2

3

4

5

Planning for Retirement *

1

2

3

4

5

Tax Planning and Preparation *

1

2

3

4

5

Insurance and Risk Management *

1

2

3

4

5

Homeownership and Mortgages *

1

2

3

4

5

Entrepreneurship and Business Finance *

1

2

3

4

5

Financing College *

1

2

3

4

5

Other

1

2

3

4

5

If Other Please Specify

The top three things I feel someone should learn from the training would be.... Examples may include: “Know how to best pay off my credit card debt” “Assemble a realistic budget” “Understand the true costs/benefits of higher education” *

Delivery Method

What type of program do you think you or your clients would prefer? *

Self-paced Online: Complete at your own pace

Timeline-paced (Online): Instructor sets deadlines

Timeline-paced (In Person): Instructor sets the pace

Progression-paced: As you reach milestones, new lessons are provided

Which type of courses are you or your constituents most likely to take? (Check all that apply.) *

Classroom training sessions

Workshop-style events

Online learning with a live instructor Technology-based learning (eLearning, mobile learning, etc.)

One-on-one consultation

In Person

Other

If other please describe

What time of day would be most convenient for you or possible constituents to participate in a training program? *

Morning

Afternoon

Evening

Weekend

Engagement and Support

I feel people would enjoy a course on personal finance if it included: (Select all that apply) *

Group Discussions

Case Studies and Real-Life Scenarios

Interactive Quizzes

Practical Exercises

Guest Speakers/Experts

Other

If other please specify

What additional resources or support do you feel would be helpful during the training program? (Select all that apply) *

Access to Financial Tools/Software

One-on-One Coaching Sessions

Follow-up Workshops/Sessions

Printable Guides and Templates

Community Support Groups

Other

If other please specify

Participants should be willing to commit a total of _____________ hours to improve their financial education (classroom/web time, assignment time, group activity time). *

1 to 10 hours

11 to 20 hours

21 to 40 hours

41 + hours

Tell us a little about the population you or your organization primarily serves:

Gender

Women

Men

Prefer not to say

Race

African American

Asian

Native American

Native Hawaiian

Middle Eastern

White

Prefer not to say

Military

Military Affiliation

No Military Affiliation

Spouse of Military Member

Prefer not to say

Ethnicity

Hispanic

Not Hispanic

Prefer not to say

Age

Under 15 years old

Age 15 to 18

Age 18 to 25

Age 25 to 45

Age 45 to 60

Nearing Retirement

Retired

Prefer not to say

Income Levels

Unemployed

$0-$20,500

$20,501-$25,500

$25,501-$30,500

$30,501-$35,500

$35,501-$40,500

$40,501-$45,500

$45,001-$50,500

$50,501-$55,500

$55,501+

Prefer not to say

Additional Comments

Do you have any other suggestions or comments that could help us create a valuable financial literacy training program?

Thank you for your feedback! Your input is essential in helping us develop a financial literacy training program that meets the community's needs and expectations.

This survey covers various aspects of financial literacy training, including content preferences, delivery methods, and engagement strategies, to ensure the program is comprehensive and tailored to the community's needs.

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