Screen Reader Mode Icon

Volunteer Financial Presenter Questionnaire

A key component to the Bank On Washington (BOWA) initiative is to help “unbanked” people access free financial education to help them be successful once we have connected them to affordable, mainstream financial services.  To that end, BOWA works to improve the quality of and access to financial education throughout Washington. 

The following questionnaire will assist us in matching your knowledge and skills with a host nonprofit and the specific clients they serve.

Rate your knowledge or training expertise on the following topics.

Question Title

* 1. Tell us about yourself.

Question Title

* 2. Rate your knowledge of Poverty  & the Resources available to assist extremely low-to-moderate income individuals & families in Washington state.

Question Title

* 3. Rate your knowledge of Financial Goal Setting: Creating a Cashflow Budget.

Question Title

* 4. Rate your knowledge on Controlling Your Money.

Question Title

* 5. Rate your knowledge on Checking Accounts & the National Account Standards (https://cfefund.org/project/bank-on/).

Question Title

* 6. Rate your knowledge on Savings & Investments.

Question Title

* 7. Rate your knowledge on Credit, Credit History, & Criminal Background Checks.

Question Title

* 8. Rate your knowledge on Credit Cards. 

Question Title

* 9. Rate your knowledge on Borrowing Basics & Consumer Loans.

Question Title

* 10. Rate your knowledge on Managing Debt.

Question Title

* 11. Rate your knowledge on Legal Financial Obligations & Municipal Fines.

Question Title

* 12. Rate your knowledge on Medical Debt & Charity Care.

Question Title

* 13. Rate your knowledge on Student Loan Debt.

Question Title

* 14. Rate your knowledge on Housing: Rental Resources.

Question Title

* 15. Rate your knowledge on Buying a Home & Homeownership

Question Title

* 16. Rate your knowledge on Consumer Rights & Debt Collection.

Question Title

* 17. Rate your knowledge on Predatory Tactics & Identity Theft.

Question Title

* 18. Questions or Comments.

0 of 18 answered
 

T