A Message from Consumer Action

Consumer Action's MoneyWi$e educational materials have moved to our Managing Money Project website. Here you may view, download and order bulk copies of the MoneyWi$e materials. Please make a note of the Managing Money Project address— www.managing-money.org —and add it to your address book.

Financial Services Pre-Training Assessment

Published: Tuesday, June 21, 2016

A PDF form that can be used to assess participants’ experience with bank accounts and banking services before they participate in an education seminar.

Financial Services Pre-Training Assessment

This is a "pre-survey" designed to assess participants’ experience with bank accounts and banking services before they participate in a training on the subject. Can be used with on our Checking and Savings Accounts training module.

Download PDF

Financial Services Pre-Training Assessment   (financial_services_pretraining_assmt.pdf)

 
 
 
 

Quick Menu

Support Consumer Action

Support Consumer

Join Our Email List

Optional Member Code
Facebook FTwitter T

MoneyWise Modules

Managing Money Topics

Help Desk

Advocacy