SME Financial Literacy Survey
Please complete the SME Financial Literacy Survey to help us understand your business's financial knowledge, planning, and training needs.
Business Name
*
How would you rate your overall financial knowledge as an SME owner?
*
Very Low
1
2
3
4
Very High
5
1 is Very Low, 5 is Very High
Which of the following best describes your business's approach to financial planning?
*
We have a formal written financial plan
We have an informal or unwritten plan
We do not have a financial plan
Other
How regularly does your business prepare and review budgets?
*
Monthly
Quarterly
Annually
Rarely or never
How confident are you in managing your business's cash flow?
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Not confident
1
2
3
4
Highly confident
5
1 is Not confident, 5 is Highly confident
Does your business regularly set aside savings or reserves?
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Yes, consistently
Sometimes
Rarely
Never
How well do you understand the terms and implications of any debt your business holds?
*
Not at all
1
2
3
4
Completely
5
1 is Not at all, 5 is Completely
Which types of investments is your business currently aware of or considering? (Select all that apply)
*
Business expansion
Equipment or technology
Real estate
Financial instruments (e.g., stocks, bonds)
We are not considering any investments
Other
What are your biggest challenges in managing your business's finances?
*
What financial topics or skills would you most like training in?
*
Please share any additional comments or suggestions regarding financial literacy for SMEs.
Submit Survey
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