Personal Finances Survey Questions + Sample Questionnaire Template

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:

Personal Finances Survey Questions + Sample Questionnaire Template

Related templates and questionnaires

Client Evaluation of Company Services Survey Questions

Supplier Service Evaluation Survey Template

Business to Business Demographics Survey Template

QuestionPro in your language

Awards & certificates

The Experience Journal


1. Considering your overall experience, how likely are you to recommend managing personal finances to your friends and colleagues?0 Very Unlikely to 10 Very Likely 0 1 2 3 4 5 6 7 8 9 10 Very Unlikely Very Likely 2. How will you describe your knowledge about personal finances? Fundamental/Basic Novice Intermediate Advanced Expert 3. Have you set any financial goals? Yes No 4. Have you taken any professional advice on managing finances? Yes No 5. Are you saving for your financial goals? Yes No 6. On a scale of 0-10, how will you rate your overall financial knowledge?0 Very Unlikely to 10 Very Likely 0 1 2 3 4 5 6 7 8 9 10 Very Unlikely Very Likely 7. Which among the following is your biggest concern related to personal finances? 8. What would you like to learn about to improve your personal finances? Starting small business Keeping personal information safe How to use credit card intelligently How to save money How to increase my passive income How to get rid of mortgages 9. Do you have a five year savings/budget plan? Yes No 10. On a scale 0-10, how important do you think it is to have a descriptive budget for your future? 0 Very Unlikely to 10 Very Likely 0 1 2 3 4 5 6 7 8 9 10 Very Unlikely Very Likely 11. How important is it for you to have emergency funds? Extremely important Somewhat important Not so important Not at all important I am not sure 12. How important is it for you to save for retirement? Extremely important Somewhat important Not so important Not at all important I am not sure 13. Do you have a will? Yes No 14. If yes, what type of will do you have? Simple A/B UCT Specific Request Other 15. In your opinion having a credit card is…. Good Bad Not sure 16. Which of the below insurances do you have? Life Health Auto Homeowner's/Renter's Disability Long Term Care Other 17. Which of the below topics you think you need more information on? Budgeting Credit Wills Life Insurance Disability Insurance Health Insurance Long Term Care Insurance Personal Loan Education Loan Saving Investing Retirement Other 18. Is there anything else you would like to know about personal finances?