Page1 / 2
 

Question Title

* 1. Your Money, Your Goals Savings
Please indicate when and where you are registered to attend this training.

Question Title

* 2. My knowledge of financial empowerment is:

Question Title

* 3. I believe financial empowerment is a relevant and important component of helping my clients achieve success.

Question Title

* 4. My role in working with the people I serve will benefit from a stronger knowledge of how to educate clients on savings practices and savings tactics.

Question Title

* 5. Please indicate the one best statement that describes your confidence level in talking with the people you serve about banking practices, account opening, and account management.

Question Title

* 6. I understand and feel comfortable setting up a savings plan for a client

Question Title

* 7. I understand how to educate clients on different benefit limits and how savings can affect them

T