Client/Participant Name
*
First Name
Last Name
Client/Participant Email
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example@example.com
Facilitator/Financial Educator Name
*
Enter the name of your financial educator
What did your session cover?
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Provide a brief summary of the topics or skills discussed
How would you rate your level of knowledge or readiness before the session?
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Only understand the fundamentals
1
2
3
4
Confidently understand and can apply advanced concepts
5
1 is Only understand the fundamentals, 5 is Confidently understand and can apply advanced concepts
How would you rate your level of knowledge or readiness after the session?
*
Only understand the fundamentals
1
2
3
4
Confidently understand and can apply advanced concepts
5
1 is Only understand the fundamentals, 5 is Confidently understand and can apply advanced concepts
One word to describe your educator.
*
What’s the one concept or skill you loved that you can’t wait to share with someone else? Why?
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How do you rate this session overall?
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1
2
3
4
5
Rate your session (1 = Poor, 5 = Excellent)
Do you have any additional feedback or suggestions for improvement?
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Let us know how we can make our sessions even better
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