Financial Risk Behavior Assessment Form
Please complete this assessment to help us understand your financial risk preferences and behaviors.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Age
*
What is your current employment status?
*
Employed full-time
Employed part-time
Self-employed
Unemployed
Retired
Student
Other
How would you describe your knowledge of financial products and investments?
*
None
Basic
Moderate
Advanced
How do you feel about taking financial risks when making investment decisions?
*
Very Uncomfortable
1
2
3
4
Very Comfortable
5
1 is Very Uncomfortable, 5 is Very Comfortable
If your investments dropped 20% in value over a short period, what would you most likely do?
*
Sell all investments to avoid further losses
Sell some investments to reduce risk
Do nothing and wait for recovery
Buy more to take advantage of lower prices
Please indicate how much you agree or disagree with the following statements about your financial behavior.
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I prefer safe investments even if they yield lower returns.
1
2
3
4
5
I am willing to take risks for the possibility of higher returns.
6
7
8
9
10
I regularly monitor and review my financial investments.
11
12
13
14
15
I feel anxious when my investments fluctuate in value.
16
17
18
19
20
How long is your investment time horizon?
*
Less than 1 year
1-3 years
3-5 years
More than 5 years
What is your primary financial goal?
*
Capital preservation
Income generation
Growth of capital
Speculation
Other
How would you rate your overall willingness to take financial risks?
*
1
2
3
4
5
Submit Assessment
Should be Empty: