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* 1. Booking ID (please fill in the number provided by your trainer)

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* 2. Your Gender:

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* 3. Your Race :

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* 4. Your Citizenship:

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* 5. Your Age Range:

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* 6. Your Current Family Status:

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* 7. Your Highest Level of Education:

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* 8. Your Annual Household Income Range (Before Taxes):

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* 9. Please respond by CLICKING the appropriate number on the scale from (Strongly Disagree) to (Strongly Agree).

  Strongly Disagree Disagree Neutral Agree Strongly Agree
The training session has achieved its objectives.
The materials are useful to me.
There was appropriate use of examples and exercises to help me understand the topic.
The concepts and skills presented help me in my personal development.
The trainer has good knowledge of the topic.
The trainer is able to communicate the ideas and concepts to me.
The trainer makes the topic relevant to me.
The trainer uses practical examples.

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* 10. What did you find MOST useful to you about this talk?

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* 11. What did you find LEAST useful to you about this talk?

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* 12. How can we improve on this talk?

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* 13. What other financial topics are you keen to know more about? (TICK whichever applies to you)

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* 14. Would you like to receive our (Institute for Financial Literacy) E-Newsletters?

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* 15. Please CLICK your response to each of the following statements.

  Do Not Know True False
I should rebalance my investment portfolio from time to time, when market conditions or my personal circumstances change.
My investment objectives can only fall into one of the following two categories: security or growth.
The shorter my investment horizon, the more risk I should take in my investments.
Diversifying my investment portfolio can help me better withstand the ups and downs of economic cycles and market volatility.
I can make a significant return on investment on a sustainable basis by using the technique of market timing.

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* 16. How confident are you to do each of the following?

  Not Confident A Little Confident Confident Very Confident
Set my investment objectives to reach my financial goals.
Determine the length of my investment horizon.
Use dollar cost averaging as an investment strategy.
Use diversification as an investment strategy.
Review and rebalance my investment portfolio on a regular basis.

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* 17. AFTER attending this talk, what is your intention to do each of the following?

  Does Not Apply To Me No Maybe Yes I Am Already Doing This
Set my investment objectives to reach my financial goals.
Determine the length of my investment horizon.
Use dollar cost averaging as an investment strategy.
Use diversification as an investment strategy.
Review and rebalance my investment portfolio on a regular basis.

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