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  1. Surveys
  2. 2017
  3. March
  4. F
  5. Financial Planners Guidelines
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Hello:
You are invited to participate in our survey: Exploring a financial planners guideline to adequate retirement funding in South Africa. In this survey, approximately 350 financial planners throughout South Africa will be asked to complete a survey that asks questions about retirement planning guidelines. It will take approximately fifteen minutes to complete the questionnaire.

Your participation in this study is completely voluntary. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for us to learn your opinions.

Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential. If you have questions at any time about the survey or the procedures, you may contact Shagaran Rathnasamy at 033 260 5386 or by email at [email protected].

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.
 
 
 
 
Name (Optional)
   
 
 
 
* How many years experience do you have as a financial planner?
 
0-2 years
 
2-5 years
 
5-10 years
 
10-15 years
 
15-20 years
 
20+ years
 
 
 
* What are your educational qualifications (Select all applicable)?
 
Diploma/ Degree
 
Postgraduate Diploma/ Degree
 
Certified Financial Planner
 
Masters degree
 
Doctoral degree
 
Other

 
 
 
* What is your age?
 
18-25 years
 
25-30 years
 
30-40 years
 
40 - 50 years
 
50 years +
 
 
 
* What is your gender?
 
Male
 
Female
 
 
 
* What is your race group?
 
Black African
 
White
 
Colored
 
Indian
 
 
 
* What type of backgound would you consider the majority of your client base to be from?
 
Urban
 
Rural
 
 
 
* Do you use a rule of thumb method when developing an adequate retirement funding guideline for clients?
 
 
Yes
 
No
 
No, because client's retirement goals differ
 
 
 
* If you answered yes to Question 9, was this rule of thumb developed as?
 
A result of your industry experience
 
A result of retirement planning guidelines developed by software that you use
 
A result of your educational and training experience