Financial Knowledge Survey

Measure how financially literate your respondents are: saving habits, the products they use, insurance in place and confidence managing money. Useful for researchers, educators and advisors designing personal finance programs.

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What is your gender?

Female Male Non-binary Prefer not to say

What is your marital status?

What is your annual income range?

Under $25,000 $25,000-$50,000 $50,000-$75,000 $75,000-$100,000 Over $100,000

What is your employment status?

What is the highest level of education you have completed?

High school Some college Associate degree Bachelor's degree Master's degree Doctorate

How do you feel about your ability to manage your own finances?

Very confident Somewhat confident Neutral Somewhat unsure Not confident

Which financial accounts do you currently have?

Checking account Savings account Retirement account Brokerage account Credit card None

Which insurance policies do you hold?

Health insurance Life insurance Auto insurance Home or renters insurance Disability insurance None

How important is it to you to have an advisor?

I feel in control of my financial situation

I feel able to use my financial position to reach my goals

Saving and investing matter to me

I have a good grasp of insurance in all its forms

I know what it will take for me to retire

What other personal finance matters would you like to understand better?

Which financial goals would you like more information or help with?

Which personal finance topics could you use more information on?

Share your email address

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