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Financial Wellness Member Survey
What life-stage are you currently in?
Early career/college years
Family & career building years
Later career years
Retirement years
What life stage(s) are you planning for? (Select up to two)
College
Kids
Career building
Retirement
Marriage
Home buying
Sending my kids to college
Other
Other
How important is financial education in your life?
Very important
Somewhat important
Not important
How would you rank your financial wellness?
I have a lot to learn
I can get by
I need help in certain areas
I feel pretty comfortable
I'm pretty much an expert
Please rank the following financial education tools in order of personal preference:
Drag your choices here to rank them
In-person event
1
Online On-demand
2
Online virtual
3
Podcasts
4
Mobile apps
5
What financial topics would you like to learn more about? (Select all that apply.)
Improving my credit score
Paying down debt
Home loans
home equity loans
College loans
Auto & rec loans
Saving for the future
Saving for a child
Saving for college
Saving for retirement
Budget planning
Building an emergency fund
Investments
Crypto currency
Fraud/identity theft
Other
Other
If you selected other, please list topic(s) here:
Through which medium(s) do you prefer to learn? (Select all that apply.)
Article/blog
Video
Podcast
Infographic
Calculators
Apps
In-person events
Virtual events
When thinking of financial education for youth, what mediums do you think would be the
most
helpful?
In-Person
Online On-Demand
Online Virtual Event
Mobile Apps
Elementary School
In-Person
Online On-Demand
Online Virtual Event
Mobile Apps
Middle School
In-Person
Online On-Demand
Online Virtual Event
Mobile Apps
High School
In-Person
Online On-Demand
Online Virtual Event
Mobile Apps
How often, if ever, do you listen to podcasts?
Several times a week
Several times a month
I listen, but not regularly
I have never listened
Have you heard of FCCU's podcast,
Let's CU Succeed
?
Yes, I'm a regular listener
Yes, listened once or twice
Yes, but haven't listened to it
No, haven't heard of it
In relation to FCCU's podcast, rank the following in order of importance:
Drag your choices here to rank them
Personal takeaways that I can apply to my personal life
1
Entertaining stories and experiences
2
A topic that relates to me
3
An interesting and knowledgeable guest speaker
4
The latest trends and news in relation to the financial industry
5
What is the ideal length of a
Let's CU Succeed
podcast?
Under 20 minutes
20 - 40 minutes
40+ minutes
Time doesn't matter to me
Beyond competitive rates/fees, products and services, and high quality service, rank the following in order of importance to you and how FCCU should use its resources:
Drag your choices here to rank them
Community impact (donations, sponsorships)
1
Community involvement (events, volunteering)
2
Financial education for members
3
Financial education for youth
4
College scholarships
5
Do you feel FCCU should invest in Financial Literacy Resources, or do you feel there are enough resources out there for you to use already?
Yes, you should invest in more financial literacy programs.
Maybe, depending on the program.
No, there are enough other resources for me to access and learn.
Done
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