Financial Literacy Needs Assessment Form

Financial Literacy Needs Assessment Form

Why this assessment form

This form is to help you articulate your financial literacy needs and help us come up with personalized solutions and training. It is also to encourage you to ask questions and go through a thought process to identify what competencies and knowledge gaps exist within your organization (whether at board level, management level or staff member). Once completed, we will get back to you with a review to your responses and determine next best steps. If you have any question or thoughts you would like to share with us, please do not hesitate to call us at (403) 244-4111 ext. 228 or e-mail us at help@calgarycommunities.com

Financial Literacy Needs Assessment Form

Contact Information

Broadly, which area of financial literacy would you like to enhance?
Specifically, which of the following statements sounds like something you or your organization needs help with? (check all that apply)
Do you get your audit done at the Federation?
If you get your audit done at the Federation, can I have permission to ask your auditor for a copy of your last financial statements and management letter?