Survey For Washington Private Sector Organizations

Private Sector Financial Literacy Program Survey

The Washington Financial Literacy Work Group was established by this year’s Senate Bill 6272.

It is charged with identifying current efforts to support financial literacy, assessing whether there are opportunities to create a centralized location of information regarding these efforts and identifying whether there are opportunities for expanding partnerships with entities already providing financial literacy services.

A report on the findings of the Financial Literacy Work Group is due to the Governor and the Washington State Legislature by December 1, of this year. More information about the Work Group can be found online at http://dfi.wa.gov/work-group/.

In support of the Washington Financial Literacy Work Group’s efforts, we’d appreciate your help answering just six questions concerning your organization’s involvement in financial literacy efforts. These questions should take less than four minutes to complete.

Thanks in advance for your help in collecting this information!

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* 1. Your Organization’s Name:

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* 2. Does your organization use a financial literacy curriculum to teach financial literacy?

Yes

If your answer to the question is “Yes” which curriculum do you use (e.g., your own, NEFE, etc.)?

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* 3. Who is the target population of your financial literacy program?

Please check all that apply.

Elementary

Middle

High School

Community College / University

Senior Citizens

Homebuyers

Distressed homeowners

Consumers in general.

Financially stressed consumers

Other

Other (please specify)

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* 4. What is the geographic reach of your financial literacy curriculum (e.g., Seattle inner city schools, association members, entire state, etc.)?

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* 5. How is your financial literacy curriculum delivered?

Please check all that apply.

Directly to consumers: Single class session 1 - 5 hours.

Directly to consumers: Series of classes 1- 5 hours.

Through a partnership with another organization

Through our web site

Through schools

Through our organization’s members

Other

Other (please specify)

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* 6. Do you have any measurables associated with your program? If so, what are they?

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* 7. Do you receive state funding for financial literacy?

Yes

Comments

Private Sector Financial Literacy Program Survey

Question Title

* 1. Your Organization’s Name:

Question Title

* 2. Does your organization use a financial literacy curriculum to teach financial literacy?

Question Title

* 3. Who is the target population of your financial literacy program?Please check all that apply.

Question Title

* 4. What is the geographic reach of your financial literacy curriculum (e.g., Seattle inner city schools, association members, entire state, etc.)?

Question Title

* 5. How is your financial literacy curriculum delivered?Please check all that apply.

Question Title

* 6. Do you have any measurables associated with your program? If so, what are they?

Question Title

* 7. Do you receive state funding for financial literacy?

* 3. Who is the target population of your financial literacy program?

Please check all that apply.

* 5. How is your financial literacy curriculum delivered?

Please check all that apply.