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Community Residents

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 your needs and expectations. Your feedback will help us shape an effective and engaging program.

Participant Information

Name *

Have you ever 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)

Spending Plan 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 Applications

Interactive Activities

Resources Provided

Other

If other please specify

Why would you take a course on personal finance? (Check all that apply.) *

I am curious

Someone suggested I take the course

I enjoy learning about finances and money

I think it will make me feel better about my financial situation and perspective

It is a mandatory requirement for school or work (e.g. company requires employees to attend the course, or the school requires the course to receive a grade)

I have difficulty paying my bills on a regular basis and staying current

I will be rewarded by my employer/school for taking the course

I thought it would be fun

I want to plan for a future financial event (retirement, college, children, care of parents, etc.)

I have problems managing money

I want to learn more about investing/retirement

I want to learn how to save money

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

I want to be able to help others with their personal finance problems

I want to create a plan for retirement

I want to become a better manager of money

Someone suggested I take the course

I enjoy learning about money and finances

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

I want to become rich

It is required for school or work

I want to learn more about investing money

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

I knew I would find the course challenging

I have always found the topic of personal finance interesting

I want to get better at understanding and handling money

I feel like I’m drowning in debt and that I misunderstand how finances work

I feel like I’m running in place / not making any progress toward a future where I am financially stable

I have a goal for an upcoming purchase

Content Preferences

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

Spending Plan 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 the following topics:

Spending Plan 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

Home ownership 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 want to learn from this course are.... 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 would you prefer?

Self-paced: Complete at your own pace

Timeline-paced (Online): Instructor sets deadlines

Timeline-paced (In-Person): Instructor sets deadlines

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

Which type of courses are you 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

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 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 think 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

I am 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 yourself

Gender *

Women

Men

Prefer not to say

Race *

African American

Asian

Native American

Native Hawaiian

Middle Eastern

White

Military *

Military Affiliation

No Military Affiliation

Spouse

Ethnicity *

Hispanic

Not Hispanic

Age *

Under 15 years old

Age 15 to 18

Age 18 to 25

Age 25 to 45

Age 45 to 60

Nearing Retirement

Retired

Education Level *

Some High School

High School Graduate

Junior College/Technical School Degree

Four Year College Degree

Master’s Degree

Ph.D. or J.D. Degree

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+

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 your 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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