Finance Questionnaire Example

A finance questionnaire example is like a sample questionnaire that has been designed in such a way that it provides the required information to a financial institution or research based organization regarding investor choices. Finance questionnaires focus primarily on the various financial investments people make and the type of financial condition that they are going through during a specific period of time like recession etc.

Sample Finance Questionnaire Example:

Name of the participant: ____________________________

Gender: __________________________

Age: ___________________




Q1. Do you feel your current financial condition is stable?

  • Yes
  • No

Q2. Did the past recession have any effect on your financial condition?


Q3. Which of the following investment options have you chosen in the recent past?

  • Variable annuities
  • Index funds
  • No-load annuities
  • Tax-managed funds
  • Fixed annuity
  • Roth IRA
  • Mutual Funds

Q4. Which of the following retirement investment options have you chosen in the recent past?

  • Stocks
  • Mutual Funds
  • Exchange-traded fund
  • Money market funds
  • Bond
  • Balanced Mutual Fund
  • 401 (K)
  • Simplified Employee Pension Plan
  • SIMPLE plan

Q5. Have you made any recent highest-risk investments like the following? Please check the investments made.

  • Commodities
  • Collectibles
  • Speculative stocks
  • Limited partnerships
  • Futures
  • Penny stocks
  • Real-estate investment trusts (REITs)
  • Foreign stocks
  • Growth stocks
  • High-yield bonds
  • Lower rated corporate bonds
  • Municipal bonds
  • International stocks from developed countries
  • Blue-chip stocks

Q6. Do you own a well diversified financial investment portfolio?

  • Yes
  • No

Q7. Do you subscribe to financial investment alerts from FINRA?

  • Yes
  • No


Financial Statements 

Category: Finance Questionnaire

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