Financial Services Pre-Training Assessment
A PDF form that can be used to assess participants’ experience with bank accounts and banking services before they participate in an education seminar.
Published: Tuesday, June 21, 2016
This is a "pre-survey" designed to assess participants’ experience with bank accounts and banking services before they participate in a training on the subject. Can be used with on our Checking and Savings Accounts training module.
Download PDF
Financial Services Pre-Training Assessment (financial_services_pretraining_assmt.pdf)
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