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Finance & Professional Services

Financial Education Session Feedback

Money taught judged: clarity without condescension, relevance, and actions committed.

4 questions · 1 page · about 2 minutes to answer · fully editable after you start

Financial education walks a line: simple enough to land, respectful enough not to condescend. This feedback measures the walk – clarity, tone, relevance to the audience's actual money lives – and the action test: the one financial step each participant commits to this month.

Follow up on the committed actions at 30 days and the programme earns outcome data most financial-literacy funding never sees.

Template preview

This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.

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Page 1

Today's session

Thank you for joining the money session. Tell us which parts changed how you think about money and which were hard to follow. It takes about 2 minutes.

Q1.How would you rate each part of the session?*

PoorFairGoodExcellentNot applicable
Clarity of explanations
Respectful tone (not talked down to)
Relevance to your situation
Practicality of advice

Q2.The ONE money action you will take this month because of today?*

Respondent types their answer here…

Q3.What money topic do you still need help with?

Respondent types their answer here…

Q4.May we check in on your action in a month?

  • Yes
  • No thanks

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