Investment Plan Understanding Survey Form
Please complete this survey to help us understand your investment plan knowledge, preferences, goals, and risk tolerance. Your responses will guide us in better supporting your financial journey.
How would you rate your overall understanding of investment plans?
*
1
2
3
4
5
Which types of investment products are you familiar with? (Select all that apply)
*
Stocks
Bonds
Mutual Funds
ETFs
Real Estate
Cryptocurrency
None of the above
Other
What is your primary investment goal?
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Wealth accumulation
Retirement planning
Generating passive income
Saving for a major purchase
Preserving capital
Other
How long is your intended investment time horizon?
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Less than 1 year
1-3 years
3-5 years
5-10 years
More than 10 years
How would you describe your risk tolerance?
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Very low (I prefer minimal risk)
Low
Moderate
High
Very high (I am comfortable with significant risk)
How do you typically make investment decisions?
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Independently, based on my own research
With advice from a financial advisor
Based on recommendations from friends/family
Following online sources or communities
Other
Which sources do you rely on for investment information? (Select all that apply)
*
Financial news websites
Investment platforms/apps
Social media
Professional advisors
Personal network
Podcasts or videos
Other
Please rate your confidence in evaluating the risks of different investment options.
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Not confident
1
2
3
4
Very confident
5
1 is Not confident, 5 is Very confident
How would you respond if your investment lost 20% of its value in a short period?
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Sell all investments to avoid further loss
Sell some investments
Hold and wait for recovery
Buy more to take advantage of lower prices
Not sure
Please share any additional comments or questions about investment plans.
Submit Survey
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