Financial Knowledge Survey
By:Antonio Averhart
What is your gender?
Female
Male
Non-binary
Prefer not to answer
What is your age range?
0-17
18-24
25-34
35-44
45-54
55-64
65+
What is your marital status?
Single
Married
Divorced
Widowed
Prefer not to answer
What is your annual income range?
$9,999 or less
$10,000-$24,999
$25,000-$49,999
$50,000-$74,999
$75,000-$99,999
$100,000 or more
Prefer Not to Answer
What is your employment status?
Employed full time
Employed part time
Self-employed
Unemployed
Not looking for a job
Homemaker
Student
Prefer not to answer
What is the highest level of education you have completed?
Less than high school
High school
Some college / University
College diploma / Certificate
Undergraduate degree
Masters / Graduate degree
Doctorate
Prefer not to answer
Other
How often do you put up money for emergencies.
Not All Often
1
2
3
4
5
6
7
8
9
Extremely Often
10
1 is Not All Often, 10 is Extremely Often
How often do put up money for retirement?
Not All Often
1
2
3
4
5
6
7
8
9
Extremely Often
10
1 is Not All Often, 10 is Extremely Often
How do you feel about your ability to manage your own finances
Not sure
Somewhat sure
Very sure
Other
What kind of financial accounts do you currently have?
Savings
checking
Money Market
stocks/bonds
IRA
401k
Other
What different insurances are you with.
Life
Health
Auto
Homeowners/rental
none
On a scale how important is it to have an advisor.
1-3
3-7
7-10
Please rate your preferences regarding the materials used in sportswear
I feel in control of my financial status
1
2
3
4
5
I feel capable of using my financial status to get to my financial goals.
1
2
3
4
5
Saving and Investing is important to me.
1
2
3
4
5
I feel I have a good grasp on all the insurance in all forms.
1
2
3
4
5
I know what it will take for me to retire.
1
2
3
4
5
What other matters regarding your personal finances would you like to have a better understanding of?
What personal financial goals would you like more information or assistance in reaching?
As it relates to matters of personal finance, what topics do you feel you could use more information on?
Budgeting
credit
life/health insurance
loans/debt
Saving
Investing
Please share your email address
example@example.com
Submit
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