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COAERS Financial Education Needs Assessment Survey 2026

Conflict-free financial education with Financial Knowledge

COAERS, in partnership with Financial Knowledge, is preparing to launch a new series of financial education courses for our members, and we invite your participation in shaping the final program.

This brief needs assessment survey will help us identify the topics that best support COAERS members. Your responses are confidential and will help in determining the course lineup. Thank you for taking a few minutes to share your input as we work to build a practical and engaging financial education program for COAERS members.
1.Please select your membership group:
2.Describe your career stage:
3.Are you currently dealing with financial stress?
4.When it comes to financial management, which courses would be most beneficial to you?
5.When it comes to investing, which courses would be most beneficial to you?
6.When it comes to retirement planning, which courses would be most beneficial to you?
7.When it comes to taxes, which courses would be most beneficial
8.When it comes to estate planning, which courses would be most beneficial to you?
9.When it comes to real estate, which courses would be most beneficial to you?
10.When it comes to kids and college funding, which courses would be most beneficial to you?
11.When it comes to risk management, which courses would be most beneficial to you?
12.Are there any additional topics you would d like to see that are not included above?
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