Finance Questionnaire Questions

Finance questionnaire questions play an important role in determining the financial status of an individual or investor. It is a detailed questionnaire that focuses on finding out information related to the financial investments, financial health, and other finance related aspects of investors in the current market. The feedback received from the questionnaire provides an insight into the current financial condition of investors in correlation with the market.

Sample Finance Questionnaire Questions:

Name of the participant: ____________________________

Gender: __________________________

Age: ___________________




Q1. Which of the following best describes your current financial status?

  • Consistent and stable
  • Fluctuating between extremes
  • Unstable and uncertain
  • Negative investment impact
  • Average

Q2. Have you made any recent investments in the real estate market? If yes then specify if it is residential or commercial real estate.

  • Yes
  • No
  • Type of real estate: _____________________

Q3. Which of the following assets do you consider as your best financial investment decision?

  • Real estate
  • Gold
  • Savings
  • Annuities

Please rate the above from 1 to 4 with 4 being the worst and 1 being the best

Q4. Which of the following activities do you undertake before making a financial investment?

  • Hire services of a financial adviser
  • Hire services of a financial investment firm
  • Study the market volatility
  • Check what other people are investing in
  • Study the various investment options
  • Calculate return on specific investments

Q5. Do you have an unpaid debt or recurring debt right now?

  • Yes
  • No

Q6. What is the minimum financial investment made by you in the recent past?

  • Less than $5,000
  • Less than $10,000
  • Less than $25,000
  • Less than $50,000
  • $50,000 – $100,000
  • More than $100,000

Category: Finance Questionnaire

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