Case manager self-assessment: Part 3 answer key
There are no right or wrong answers for Part 3 of the “Financial Empowerment
Self-Assessment” because it helps you identify the financial products or services with which you
have had experience. If you have not used some of these products or services that your clients
may use, you may need to learn more about them. Use the materials in Modules 7, 8, and 9 to
learn more about products, services, and financial service providers. You may also find it
beneficial to review those modules even if you have experience with the products, services, and
financial service providers.
Question Modules of interest- I have a savings or checking account at a
bank or credit union, and I use this
account (make deposits and withdrawals
regularly).
If no or I don’t know, see Module 13.- I have applied for, received, and used a
credit card. If no or I don’t know, see Modules 12, and 13. - I have applied for and received a loan for
a car or a home.
If no or I don’t know, see Modules 11, 12, and
13.- I have applied for and received a payday
loan.
If yes or I don’t know, see Modules 10, 11, and
13.- I have requested my own credit report and
reviewed it. If no or I don’t know, see Module 12. - I track my income and spending. If no or I don’t know, see Module 8.
- I have received a loan from a pawn shop. If 13. yes or I don’t know, see Modules 10, 11, and
- I have used the services of a check
cashing business. If yes or I don’t know, see Modules 8 and 13. - I have had a car or other type of personal
property repossessed for nonpayment. If yes or I don’t know, see Modules 10 and 11. - I have received calls from debt collection
agencies. If yes or I don’t know, see Module 11.