ABC Reflect on Your Process Note
After every financially empowered event, complete this survey to reflect on what you have done and help us learn from your experience. A financially empowering event is when you take action towards financial well-being. It can involve many acts or just one, and can be done alone or with others. For example, and ABC member decides to do a financial check up using the assessment and roadmap act .in the morning. She completes a process note after she is finished. The same member is talking to friends in the afternoon and they mention being worried about their credit. She helps them check their credit report and afterwards fills out a process note for this too. Her friends can also get credit for the same event, by filling out a process note themselves. After all, both the ABC members and her friends learned from the experience.
A copy of this survey will automatically be sent to you for record keeping. In the event we cannot match your email with the one you used to report on a finished sequence of training, you will need to provide a copy of the completed survey as evidence of completion which is necessary for certificate/badge redemption.
Different kinds of financial acts are cumulative in earning certificates that we provide to congratulate you for taking steps towards financially empowering yourself and others. Certificates signify that you have demonstrated a skill that potential employers may find interesting.
What will happen with your information? ABC uses this information to assess learning -- this is an educational process only and does not substitute for financial advice from experts. If you have any questions or concerns, we recommend that you seek the guidance of an appropriate financial professional. We do not sell or otherwise share this information with other institutions except as required of mandated reporters if we suspect you are or have thoughts hurting yourself or others. [Professionals Required to Report: Penal Code § 11165.7, Institutional Responsibility to Report: Penal Code § 11166(h)-(i)] The identity of the reporter shall be confidential but disclosed by court order or when the reporter waives confidentiality [Penal Code § 11167].
Which of these describes the act(s) you did? Check all that apply and describe them below.
Assess and Create a Roadmap for Learning
Understanding credit reports and scores
Pledge to save
Saving for the unexpected, emergencies, goals
Managing income and benefits
Paying bills and managing cash flow
Dealing with Debt
Protecting consumer rights
Transform your environment
Other (explain below)
If you chose "other" from the previous question, please explain your answer here.
Which best describes the type of interaction during this financially empowering event?
Receiving help one-on-one
Receiving help as part of a workshop or training
Financially empowering myself
Providing help one-on-one
Providing help as part of a workshop or training
Other (explain below)
If you chose "other" from the previous question, please explain the type of interaction.
Describe what happened. What prompted you to start this act? Tell us about what you did.
Reflect on your learning. Did you learn something new? What did you do well? What would you improve upon for next time?
What is your next step? Fill in: (what person) will do (what act) on (what date) at (what time & where). Find out why we ask by following this link:
Thank you for completing this survey! We will use this information to improve learning and track outcomes. As a reminder, this is an educational process that does not substitute for professional financial advice. We will email you when we processed your reflections. Please leave any comments about this experience here.
A copy of your responses will be emailed to the address you provided.
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