Client-specific training allows the organization to set their road map for success. The second critical component in assessing the specific needs of participants is the Pre-Training Assessment tool. The pre-training assessment tool allows the trainer to provide a more relevant training program by focusing on the areas in which participants’ need specific assistance.

Prior to training, participants complete a short survey on the eMoneySmarts site assessing their level of knowledge about financial management and their personal financial habits. To preserve confidentiality, survey responses are anonymous and organizations are identified by a nonspecific identification code. Information from the organization’s Human Resources, Benefits or Professional Development departments may also be used to further model a participant profile and more accurately construct the right training program.