An investment knowledge questionnaire is a process of gauging the knowledge of an individual in the field of investment. It is very important to have knowledge about various processes of investments as that gives more security to a person as he would know which investment will give more returns. The questionnaire also gives an idea whether the person has any experience of making investment.

Sample Investment Knowledge Questionnaire

Name: First name: _______ Middle name: __________ Surname: _________

Address: Street address __________ City name ________ State name _________

Postal code _________

Residential Contact number: _____________ Mobile number: ________

Email id: _________________

Annual income: _______________

1. Do you agree that you have strong knowledge in the field of investment?

a) Strongly agree

b) Agree

c) Somewhat agree

d) Disagree

2. Have you ever made any investment in any of the following?

a) Bonds and securities

b) Endowment plans

c) Real estate

3. Do you know what mutual funds are?

a) Yes

b) No

4. Have you ever invested money in share?

a) Yes

b) No

5. If answer to the above question is yes, how often do you invest money in shares?

a) Daily

b) Once in a week

c) Once in a month

d) Once in a year

6. Do you have any knowledge of investing in real estate?

a) yes

b) No

7. In which type of investment do you have least knowledge?


8. In which type of investment do you have most knowledge?


9. What do you do to keep your investment knowledge updated?