Financial Literacy Self- Assessment
Applicant's Name
Date Completed
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Month
-
Day
Year
Date
Apartment Community
Part A: What Do You Know: Answer True or False
True
False
Only income and expenses matter when you’re making a budget.
To have enough money for an emergency, you must save at least 3 to 6 months’ worth of living expenses.
If you can’t pay all of your bills and debt collectors are calling, just pay the one who calls the most.
The only cost of having a checking account is the monthly service fee.
As a consumer, you have almost no rights when it comes to financial products.
If you make and stick to a monthly budget, you’ll be able to pay your bills on time.
Part 2: How you feel-Use check marks to show how you feel today about each statement.Then tally up the total number of check marks in each column at the bottom.
*
Agree
Disagree
Not Sure/ Does Not Apply
Notes
I have enough money set aside for emergencies and goals.
I am not worried about how much money I owe.
I don’t worry about being able to pay my bills and expenses.
I understand how credit works.
I feel confident about helping people begin to manage financial challenges.
I know where to get help if I have an issue with a financial product or service.
I know where people in my community can get financial counseling and free tax filing assistance.
I know where people in my community can get financial counseling and financial literacy assistance.
Yes
No
N/A
Notes
Overall assessment
PASS
FAIL
Notes - Remediation Steps
Assessor Signature
Submit
Submit
Should be Empty: