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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:


1. Considering your overall experience, how likely are you to recommend managing personal finances to your friends and colleagues?
Very Unlikely
Very Likely
2. How will you describe your knowledge about personal finances?
3. Have you set any financial goals?
4. Have you taken any professional advice on managing finances?
5. Are you saving for your financial goals?
6. On a scale of 0-10, how will you rate your overall financial knowledge?
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?
9. Do you have a five year savings/budget plan?
10. On a scale 0-10, how important do you think it is to have a descriptive budget for your future?
Very Unlikely
Very Likely
11. How important is it for you to have emergency funds?
12. How important is it for you to save for retirement?
13. Do you have a will?
14. If yes, what type of will do you have?
15. In your opinion having a credit card is….
16. Which of the below insurances do you have?
17. Which of the below topics you think you need more information on?
18. Is there anything else you would like to know about personal finances?

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