Personal finances survey questions template is designed to collect information from individuals to know their awareness regarding personal finances. This survey template is designed to ask individuals about their knowledge and experience with personal finances, mortgages, credit scores, etc. Developing better financial management skills makes it more likely that the person will achieve his/her life goals. Unfortunately, many Americans lack basic personal finance knowledge.
When planning personal finances, an individual needs to have knowledge of budgeting, banking, insurance, credit card, and many other financial products. This free personal finance survey template can be used by market researchers, banks and financial services institutions to learn how aware is their target audience of personal finances. This sample questionnaire is designed by experts and can be customized to suit the business needs.
Below are survey questions related to personal finances: