Finance Questionnaire Format

Finance questionnaire format is a pre-conceived format that helps financial institutions and researchers in understanding what are the borrowing capabilities of an individual. It also throws light on how well or poorly people are managing their finances.

Sample Finance Questionnaire Format:

Name: ____________________________ [Name of the participant]

Address:__________________________ [Home Address of the participant]

Gender: _____________________ [Gender of the participant (M/F)]

Age: ___________________ [Age of the participant]

First Question: [The First Question should aim at getting the personal financial information of the participant. Questions that enquire more about the status of their current financial situation, their financial stability etc., are most appropriate]

Second Question: [The second question should focus on the various financial tools being used by the participant and how these tools have helped them to make the right financial decisions. The questions can also enquire about the role of financial analysts or financial investment experts in helping the participant to take defining financial decisions.]

Third Question: [The third category of questions needs to enquire about the different types of financial investments that the participant has made. These questions can be in the form of multiple choices or can be in a yes/no format. Questions should include: Have you invested in any mutual funds or annuity? Have you made any money market deposit accounts? The feedback received will help determine the most sought after financial investments in the market today.]

Fourth Question: [The fourth category of questions needs to focus on the amount of financial investment made by the participant annually or monthly. Questions should be like: how much did you invest in stocks, bonds, and mutual funds in the previous financial year? What is the percentage return derived by you from certificates of deposit in the last quarter?]

Category: Finance Questionnaire

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