CCUFC Financial Counseling Survey

The Financial Counseling Committee is working diligently on plans to engage all of Maine Saving’s Certified Credit Union Financial Counselors in the varied opportunities to assist our members and members of our communities. In order to fully determine your interest and comfort level, please take a moment and fill out the survey questions.
Your responses will assist the committee in connecting you to the best opportunities. Your name is required. We appreciate your participation and honest feedback.
Name: 


  1. Would you be willing to participate in an off-site Financial Wellness activity?
    Yes
    No


  1. Group Presentations: The Committee has created all of the presentation materials that you would need for any situation, so rest assured you will not be responsible for creating your own check lists, power points, etc. Knowing that please respond to the following questions.


  1. Would you be comfortable in presenting to small groups? (5-10 community members)
    Yes
    No


  1. Would you be comfortable presenting to larger groups? (over 10)
    Yes
    No


  1. To gain confidence, would you prefer to assist or co-present with another counselor?
    I would be ok presenting alone or leading a group
    I would prefer to co-present with a more experienced counselor.


  1. Would you be comfortable assisting members in 1:1 counseling sessions?
    Yes
    No


  1. Many activities are organized with schools. For example, Financial Wellness Fairs and Budget Workshops. What age group (s) would you be most comfortable working with? Select all that apply.
    Elementary
    Junior Hig
    High School
    College


  1. Gaining your certification is the first step. Beyond that, the Committee is encouraging all CCUFC’s to participate in ongoing trainings. Please use the text box below to help us determine what subjects and topics you’d like learn more about.


  1. Please add any additional thoughts.





Raymond Mayhew