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Financial Survey Questions

Looking for insightful financial survey questions? Our comprehensive guide provides a wide range of thought-provoking questions to gather valuable data on personal finance habits, investment preferences, and more. Whether you're conducting market research or gathering feedback from clients, our list of financial survey questions will help you uncover valuable insights. Start collecting meaningful data today!

3 minutes to complete

Questions for Financial Survey Questions

Questions

1.

Considering your overall experience, how likely are you to recommend managing personal finances to your friends and colleagues?

The answer should be a rating.
2.

How will you describe your knowledge about personal finances?

The answer should be a single choice:
  1. Poor
  2. Fair
  3. Good
  4. Very Good
  5. Excellent
3.

Have you set any financial goals?

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

Have you taken any professional advice on managing finances?

The answer should be a single choice:
  1. Yes
  2. No
5.

Are you saving for your financial goals?

The answer should be a single choice:
  1. Yes
  2. No
6.

On a scale of 0-10, how will you rate your overall financial knowledge?

The answer should be a rating.
7.

Which among the following is your biggest concern related to personal finances?

The answer should be a single choice:
  1. Lack of savings for emergencies
  2. High levels of debt
  3. Inability to afford healthcare
  4. Insufficient retirement funds
  5. Rising cost of living
  6. Unexpected job loss
8.

What would you like to learn about to improve your personal finances?

The answer should be a multiple choice:
  1. Budgeting and expense management
  2. Saving strategies and emergency funds
  3. Debt management and credit scores
  4. Retirement planning and pension options
  5. Investment basics and portfolio diversification
  6. Tax planning and optimization
  7. Insurance options and risk management
9.

Do you have a five year savings/budget plan?

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

On a scale 0-10, how important do you think it is to have a descriptive budget for your future?

The answer should be a rating.
11.

How important is it for you to have emergency funds?

The answer should be a single choice:
  1. Not Important
  2. Somewhat Important
  3. Important
  4. Very Important
12.

How important is it for you to save for retirement?

The answer should be a single choice:
  1. Not Important
  2. Somewhat Important
  3. Important
  4. Very Important
13.

Do you have a will?

The answer should be a single choice:
  1. Yes
  2. No
14.

If yes, what type of will do you have?

The answer should be a text input.
15.

In your opinion having a credit card is…

The answer should be a single choice:
  1. Essential
  2. Useful
  3. Risky
  4. Not Needed
16.

Which of the below insurances do you have?

The answer should be a single choice:
  1. Life
  2. Health
  3. Homeowner
  4. Auto
17.

Which of the below topics do you think you need more information on?

The answer should be a multiple choice:
  1. Climate Change and Environmental Issues
  2. Artificial Intelligence and Machine Learning
  3. Global Economic Trends
  4. Health and Wellness Practices
  5. Digital Marketing Strategies
  6. Cryptocurrency and Blockchain Technology
  7. Space Exploration and Astronomy
  8. Renewable Energy Sources
  9. Data Privacy and Cybersecurity
  10. Psychology and Human Behavior
18.

Is there anything else you would like to know about personal finances?

The answer should be a text input.

Surveys Similar to Financial Survey Questions

  • Investment Preferences Survey
  • Financial Planning Survey
  • Budgeting Habits Survey
  • Retirement Preparedness Survey
  • Debt Management Survey
  • Personal Finance Knowledge Survey

Here are some FAQs and additional information
on
Financial Survey Questions

What are Financial Survey Questions?

Financial Survey Questions are a set of structured questions designed to capture a client’s financial situation, habits, and goals. They typically cover income, expenses, savings, debt, and future aspirations.

Why should I use this survey with my clients?

It helps you gather essential baseline information quickly and in an organized way. Instead of back-and-forth emails or scattered notes, you get a clear snapshot of your client’s financial picture.

Who can use this template?

Financial advisors, planners, coaches, or even HR teams running financial wellness programs can use this survey to understand and support individuals more effectively.

Want to use this template?

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