Investor Awareness Survey
Please complete this survey to help us understand your investment knowledge, experience, and attitudes.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Age Group
*
Please Select
18-24
25-34
35-44
45-54
55-64
65+
What is your primary source of investment information?
*
Financial advisor
Online research
Friends or family
Social media
Other
How would you rate your overall knowledge of investment products (e.g., stocks, bonds, mutual funds)?
*
1
2
3
4
5
How long have you been investing?
*
Please Select
Less than 1 year
1-3 years
4-7 years
8-15 years
More than 15 years
Please indicate your level of agreement with the following statements:
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I understand the risks associated with different investment products.
1
2
3
4
5
I feel confident making investment decisions on my own.
6
7
8
9
10
I regularly review and adjust my investment portfolio.
11
12
13
14
15
I am aware of the impact of market fluctuations on my investments.
16
17
18
19
20
What is your primary investment goal?
*
Wealth accumulation
Retirement planning
Education funding
Short-term gains
Other
How comfortable are you with taking financial risks in your investments?
*
Not comfortable at all
1
2
3
4
Very comfortable
5
1 is Not comfortable at all, 5 is Very comfortable
Which types of investments do you currently hold? (Select all that apply)
*
Stocks
Bonds
Mutual funds
ETFs
Real estate
Cryptocurrency
Other
Please share any additional comments or suggestions regarding investor education.
Submit Survey
Should be Empty: