Financial Planning Pre-Survey

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* 1. Date of Training

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* 2. Name and Organization:

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* 3. My knowledge of financial empowerment is:

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

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* 5. My role in working with the people I serve will benefit from a stronger knowledge of financial planning

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* 6. Please indicate the one best statement that describes your confidence level in talking with the people you serve about financial planning

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* 7. Please indicate your level of awareness and comfort about discussing net worth and spending plans with your clients

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* 8. Please indicate your level of awareness and comfort about discussing debt management with your clients

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* 9. Please indicate your level of awareness and comfort about discussing dealing with a job loss with your clients

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* 10. Which one are best represents your current field of work?

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* 11. Please indicate all the activities that you regularly do or discuss with the people you serve.

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* 12. Please share how many years of case management or direct-service staff experience you have

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