Advisor Training Evaluation
Please let us know your feedback on the two advisor training sessions delivered by Clean Slate. All feedback is anonymous.
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What did you understand about financial resilience before starting the training?
What do you understand about financial resilience now you have completed the training?
What do you understand about the link between financial resilience and the core objectives of your organisation?
How confident did you feel talking with clients about money before the training? (1 = not at all and 10 = very confident)
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How confident do you feel about talking with clients about money now you have completed the training? (1 = not at all and 10 = very confident)
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Do you understand the difference between offering self-help guidance and financial advice?
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Please explain further:
Are you clear about your goals and next steps?
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Please explain further:
What did you find most useful about the training?
What did you find the least useful about the training?
Rate the delivery of the session (1 = very poor and 10 = excellent)
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Rate the content of the session (1 = very poor and 10 = excellent)
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Rate the session overall (1 = very poor and 10 = excellent)
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How could we improve this session in the future?
Is there anything else you would like to tell us?
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