Financial Information Needs Survey
Help us understand your preferences and needs regarding financial information. Your feedback will guide us in providing better resources.
How often do you seek out financial information?
*
Daily
Weekly
Monthly
Rarely
What types of financial topics are you most interested in? (Select all that apply)
*
Budgeting
Investing
Retirement Planning
Debt Management
Tax Planning
Insurance
Other
How satisfied are you with the financial information currently available to you?
*
1
2
3
4
5
In which formats do you prefer to receive financial information?
*
Articles or Blogs
Videos
Podcasts
Webinars
Infographics
Other
Which sources do you trust most for financial information?
*
Financial Advisors
Banks or Financial Institutions
Government Websites
Friends or Family
Online Forums
Other
What is your main challenge when seeking financial information?
*
Too much information
Not enough trustworthy sources
Too technical or complex
Difficult to find relevant information
Other
How likely are you to use a new platform that provides tailored financial information?
*
Not likely
1
2
3
4
Very likely
5
1 is Not likely, 5 is Very likely
What is your age group?
*
Under 18
18-24
25-34
35-44
45-54
55-64
65 or older
Which of the following best describes your current occupation?
*
Student
Employed full-time
Employed part-time
Self-employed
Unemployed
Retired
Other
What is your highest level of education completed?
*
Some high school
High school graduate
Some college
Bachelor’s degree
Master’s degree
Doctorate or higher
Other
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