undefined

Financial Capability Survey

Discover key insights and trends in financial literacy with our comprehensive Financial Capability Survey. Gain valuable knowledge on how individuals manage their money, make financial decisions, and plan for the future. This survey dives deep into the financial behaviors and attitudes of participants, providing a unique perspective on the state of financial capability today. Stay informed and make informed decisions with our insightful survey results.

3 minutes to complete

Questions for Financial Capability Survey

Questions

1.

How would you describe your knowledge about personal finances?

The answer should be a single choice:
  1. Very low
  2. Low
  3. Moderate
  4. High
  5. Very high
2.

Have you set any financial goals?

The answer should be a single choice:
  1. Yes
  2. No
3.

Are you saving for your financial goals?

The answer should be a single choice:
  1. Yes
  2. No
4.

How important is it for you to have emergency funds?

The answer should be a single choice:
  1. Not important
  2. Slightly important
  3. Moderately important
  4. Very important
  5. Extremely important
5.

How important is it for you to save for retirement?

The answer should be a single choice:
  1. Not important
  2. Slightly important
  3. Moderately important
  4. Very important
  5. Extremely important
6.

How often do you track your monthly expenses?

The answer should be a single choice:
  1. Never
  2. Rarely
  3. Sometimes
  4. Often
  5. Always
7.

Do you have a written budget or savings plan?

The answer should be a single choice:
  1. Yes
  2. No
8.

Over the past year, was your spending less than, equal to, or more than your income?

The answer should be a single choice:
  1. Less than income
  2. About equal to income
  3. More than income
9.

Have you taken professional advice on managing finances?

The answer should be a single choice:
  1. Yes
  2. No
10.

How willing are you to take financial risks?

The answer should be a rating.
11.

How confident are you in making financial decisions? 

The answer should be a rating.
12.

Can you identify your major sources of income?

The answer should be a single choice:
  1. Yes
  2. No
13.

How often do you review your expenses?

The answer should be a single choice:
  1. Never
  2. Rarely
  3. Sometimes
  4. Often
  5. Always
14.

How familiar are you with concepts like compound interest?

The answer should be a single choice:
  1. Not familiar
  2. Somewhat familiar
  3. Familiar
  4. Very familiar

Surveys Similar to Financial Capability Survey

  • Economic Empowerment Survey
  • Financial Wellness Assessment
  • Money Management Questionnaire
  • Financial Literacy Survey
  • Budgeting and Savings Evaluation
  • Personal Finance Confidence Quiz

Here are some FAQs and additional information
on
Financial Capability Survey

What is the Financial Capability Survey?

It’s a questionnaire designed to measure not just financial knowledge, but also the ability to apply that knowledge in real-life money decisions—like budgeting, saving, borrowing, and planning for the future.

Why is this survey important?

Knowing how capable clients are at handling money helps advisors spot gaps in financial literacy and behavior. It ensures your recommendations are practical and aligned with their real-world skills.

Who should use this template?

Financial advisors, educators, nonprofits, and workplace wellness programs can all benefit from using this survey to understand financial habits and skills.

Want to use this template?

Testimonials

G2 BadgesG2 BadgesG2 BadgesG2 BadgesG2 Badges

What's next? Try out templates like
Financial Capability Survey

1000+ Templates, 50+ Categories

Want to create secure online forms and surveys?

Join BlockSurvey.

About Us

BlockSurvey is a privacy-focused platform for collecting data through forms, surveys, assessments, and quizzes. The data collection is end-to-end encrypted, and it ensures complete privacy of your audience from Big Tech. With an array of ready to use templates, it is tailored for the needs of businesses and individuals from Web 3, HR, Mental Health, Sexual Health, Activism and many sensitive areas where data collection needs protection.

SHARE