Use the following self-assessment to develop an understanding of your own level of financial knowledge, skills, and confidence—your level of financial empowerment.
Questions asked in this assessment are related to topics in the Your Money, Your Goals toolkit.
Financial empowerment involves building the ability to use financial management knowledge, skills, and tools to access resources, products, and services to achieve your goals.
As someone who works with clients, it’s important for you to understand your own level of financial empowerment.
Use this three-part self-assessment to develop an understanding of your financial knowledge, skill, and confidence.
As you will see in the answer keys, the questions asked in this assessment are directly related to modules in the Your Money, Your Goals toolkit.
Part 1: What you know