Finance Questionnaire Template

The primary objective of a finance questionnaire is to help experts from financial markets in determining the different types of financial investments that people make. This helps financial analysts and experts in their research and also provides the financial markets with an insight into investors and their investments. In order to draft effective questionnaires, finance questionnaire templates proves to be very helpful as they are ready to use and saves lot of time as well.

Sample Finance Questionnaire Template:

Name: ____________________________ [Name of the participant]

Address: ___________________________________ [Home Address of the participant]

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

Age: ___________________ [Age of the participant]

Email: ______________________________ [Email Address of the participant]

Q1. How would you rate your current financial situation?

  • Excellent
  • Healthy
  • Very Good
  • Stable
  • In rough weathers
  • Poor

[The participant needs to check the option that is nearest or best describes their current financial status]

Q2. What are your current financial assets and their worth?


$ _____________________

[The Participant needs to specify the amount of financial assets they have and how much they are worth in Dollars]

Q3. Which of the following mainstream financial investments have you made in the current financial year?

  • Stocks
  • Bonds
  • Mutual Funds
  • Money market deposit accounts
  • Annuities
  • Certificates of deposit
  • Savings account
  • None of the above

[This question is targeted at highlighting the participant’s financial investments]

Q4. Which of the following alternate financial investments have you undertaken in the recent past?

  • Foreign Exchange
  • Gold
  • Real Estate
  • Futures
  • Tangible assets
  • Commodities
  • Hedge funds
  • Private equity
  • Other financial derivatives
  • None of the above

[A multiple choice question that is targeted at highlighting if the participant has made any other alternative financial investments as well]

Q5. Are you financial investments reaping benefits?

  • Yes
  • No

[This is a simple yes/no question. It measures the profitability of financial investing]

Category: Finance Questionnaire

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