Talk Money evaluation survey template
About the survey
Stakeholders are invited to use the Talk Money evaluation survey questions to help measure the impact of their Financial Literacy Month (FLM) activities.
How to use the survey questions
Copy and paste the survey questions and instructions into any survey platform or format that best suits your needs (e.g., online survey tools, paper forms, or email).
Need assistance
If you have any questions about adapting the survey or need support with implementation, please reach out to the FLM inbox. We’re happy to help you make the most of this evaluation tool.
Share your results
We encourage you to share your survey results with the FLM team at FCAC.FLM-MLF.ACFC@fcac-acfc.gc.ca. Your feedback will help us understand the collective impact of FLM activities and strengthen future campaigns.
Sample Talk Money evaluation survey
Thank you for taking a few moments to complete this short survey. Your honest responses are valuable and will help us understand the impact of talking about money. All responses are anonymous and confidential. This survey should take approximately 2–3 minutes to complete.
Please answer the following questions based on your current situation and feelings.
Part 1: Measuring financial confidence
Instructions: Please indicate how confident or comfortable you feel with respect to the following statements.
- How confident are you in your ability to manage your day-to-day finances (e.g., budgeting, paying bills, tracking expenses)?
- Very confident
- Confident
- Neither confident nor unconfident
- Not very confident
- Not at all confident
- How confident are you in your ability to choose financial products and services that suit your needs (e.g., choosing a bank account, credit card, or insurance)?
- Very confident
- Confident
- Neither confident nor unconfident
- Not very confident
- Not at all confident
- How confident are you that you are currently doing what is needed to meet your long-term financial goals (e.g., saving for retirement, starting a business, buying or paying off a home or saving for a vacation)?
- Very confident
- Confident
- Neither confident nor unconfident
- Not very confident
- Not at all confident
- I feel comfortable talking to close friends and family about my money situation.
- Strongly agree
- Somewhat agree
- Neither agree nor disagree
- Somewhat disagree
- Strongly disagree
Part 2: Your understanding of key financial topics
Instructions: On a scale of 1 to 5, where 1 is “No understanding at all” and 5 is “Expert Understanding,” please rate your understanding of the following topic.
- My understanding of [insert key topic from intervention, e.g., budgeting basics, debt management, investing, fraud] is:
- No familiarity with the topic
- Heard of it, know a few terms
- Understand main ideas, some gaps
- Understand most aspects, apply with ease
- Deep knowledge, apply and explain confidently