In every company, there are individuals who are paid to think on where the company should invest its income. They are paid to come up with ways in which the company can best invest in projects that have a high yield. There are also some who are paid to decide how much goes into what. For instance, how much goes into research, how much is spent on new acquisitions and so on. For these people to be trusted with such a demanding responsibility, they need to be screened for their ability to deliver and bring about the much needed revolution. Below is a Sample Financial Planner Questionnaire;
How best would you describe yourself? (Tick the appropriate answer)
Extrovert______ Introvert__________ Creative ________
Relentless_______ Hands on_________
In what capacity would you prefer to work with?
Part of a team_______
I work alone__________
I could start as a team player and work my way to the top__________
What part of management do you find enjoyable?
Resources Management ___________
How do you normally work up your presentations?
With a computer, using available accounting and presentation software_________
I prefer working with my pen and drawing sketches, writing formulas and deductions______
I could use any, depends on the company’s resource requirements__________
Which of these duties are you comfortable with?
Cashier (Petty Cash) _______________
Are you comfortable with your career choice?
I am, although I could go back to school to change_______________
I am, would not change it ________
The career ‘chose’ me ______________
I come from a family full of people doing finance, it is deep rooted ____________
Financial Plan Questionnaire
Financial Literacy Questionnaire
Financial Advisor Questionnaire
Sample Financial Questionnaire
Financial Planning Client Questionnaire
Financial Needs Analysis Questionnaire
Financial Risk Profit Questionnaire
Risk Tolerance Questionnaire
Life Insurance Questionnaire
Trade Finance Questionnaire