Financial Planning Begins Now (Workshop) Survey

Question Title

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

Question Title

* 2. Your Gender:

Male

Female

Question Title

* 3. Your Race :

Chinese

Malay

Indian

Other (please specify)

Question Title

* 4. Your Citizenship:

Singapore Citizen

Singapore Permanent Resident

Other (please specify)

Question Title

* 5. Your Age Range:

20 years and under

21 to 30 years

31 to 40 years

41 to 50 years

51 to 60 years

61 years and above

Question Title

* 6. Your Current Family Status:

Single with no dependants

Single with dependants

Married with no dependants

Married with dependants

Question Title

* 7. Your Highest Level of Education:

PSLE (Primary School)

"N' Level / "O" Level / ITE Certification

"A" Level / Diploma

Bachelor Degree

Postgraduate Degree

Question Title

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

$24,000 and below

Between $24,001 and $30,000

Between $30,001 and $60,000

Between $60,001 and $90,000

Between $90,001 and $120,000

Between $120,001 and above

	Do Not Know	True	False
It is ideal to have a net cash flow position of zero.	It is ideal to have a net cash flow position of zero. Do Not Know	It is ideal to have a net cash flow position of zero. True	It is ideal to have a net cash flow position of zero. False
There are only 2 basic strategies I can employ in financial planning, i.e. savings and insurance.	There are only 2 basic strategies I can employ in financial planning, i.e. savings and insurance. Do Not Know	There are only 2 basic strategies I can employ in financial planning, i.e. savings and insurance. True	There are only 2 basic strategies I can employ in financial planning, i.e. savings and insurance. False
The recommended Mortgage Servicing Ratio is 60% of my gross monthly income or less.	The recommended Mortgage Servicing Ratio is 60% of my gross monthly income or less. Do Not Know	The recommended Mortgage Servicing Ratio is 60% of my gross monthly income or less. True	The recommended Mortgage Servicing Ratio is 60% of my gross monthly income or less. False
The Life Insurance Association of Singapore recommends that as a guide you should have about 10 times your annual earnings as basic life cover.	The Life Insurance Association of Singapore recommends that as a guide you should have about 10 times your annual earnings as basic life cover. Do Not Know	The Life Insurance Association of Singapore recommends that as a guide you should have about 10 times your annual earnings as basic life cover. True	The Life Insurance Association of Singapore recommends that as a guide you should have about 10 times your annual earnings as basic life cover. False
Basic Liquidity Ratio shows the number of months my liquid assets can sustain my monthly expenses.	Basic Liquidity Ratio shows the number of months my liquid assets can sustain my monthly expenses. Do Not Know	Basic Liquidity Ratio shows the number of months my liquid assets can sustain my monthly expenses. True	Basic Liquidity Ratio shows the number of months my liquid assets can sustain my monthly expenses. False

Do Not Know

True

False

It is ideal to have a net cash flow position of zero.

It is ideal to have a net cash flow position of zero. Do Not Know

It is ideal to have a net cash flow position of zero. True

It is ideal to have a net cash flow position of zero. False

There are only 2 basic strategies I can employ in financial planning, i.e. savings and insurance.

There are only 2 basic strategies I can employ in financial planning, i.e. savings and insurance. Do Not Know

There are only 2 basic strategies I can employ in financial planning, i.e. savings and insurance. True

There are only 2 basic strategies I can employ in financial planning, i.e. savings and insurance. False

The recommended Mortgage Servicing Ratio is 60% of my gross monthly income or less.

The recommended Mortgage Servicing Ratio is 60% of my gross monthly income or less. Do Not Know

The recommended Mortgage Servicing Ratio is 60% of my gross monthly income or less. True

The recommended Mortgage Servicing Ratio is 60% of my gross monthly income or less. False

The Life Insurance Association of Singapore recommends that as a guide you should have about 10 times your annual earnings as basic life cover.

The Life Insurance Association of Singapore recommends that as a guide you should have about 10 times your annual earnings as basic life cover. Do Not Know

The Life Insurance Association of Singapore recommends that as a guide you should have about 10 times your annual earnings as basic life cover. True

The Life Insurance Association of Singapore recommends that as a guide you should have about 10 times your annual earnings as basic life cover. False

Basic Liquidity Ratio shows the number of months my liquid assets can sustain my monthly expenses.

Basic Liquidity Ratio shows the number of months my liquid assets can sustain my monthly expenses. Do Not Know

Basic Liquidity Ratio shows the number of months my liquid assets can sustain my monthly expenses. True

Basic Liquidity Ratio shows the number of months my liquid assets can sustain my monthly expenses. False

	Not Confident	A Little Confident	Confident	Very Confident
Set S.M.A.R.T financial goals.	Set S.M.A.R.T financial goals. Not Confident	Set S.M.A.R.T financial goals. A Little Confident	Set S.M.A.R.T financial goals. Confident	Set S.M.A.R.T financial goals. Very Confident
Assess my financial situation.	Assess my financial situation. Not Confident	Assess my financial situation. A Little Confident	Assess my financial situation. Confident	Assess my financial situation. Very Confident
Manage my assets and liabilities to develop my financial plan.	Manage my assets and liabilities to develop my financial plan. Not Confident	Manage my assets and liabilities to develop my financial plan. A Little Confident	Manage my assets and liabilities to develop my financial plan. Confident	Manage my assets and liabilities to develop my financial plan. Very Confident
Implement my financial plan.	Implement my financial plan. Not Confident	Implement my financial plan. A Little Confident	Implement my financial plan. Confident	Implement my financial plan. Very Confident
Review my financial plan regularly or when the need arises.	Review my financial plan regularly or when the need arises. Not Confident	Review my financial plan regularly or when the need arises. A Little Confident	Review my financial plan regularly or when the need arises. Confident	Review my financial plan regularly or when the need arises. Very Confident

Not Confident

A Little Confident

Confident

Very Confident

Set S.M.A.R.T financial goals.

Set S.M.A.R.T financial goals. Not Confident

Set S.M.A.R.T financial goals. A Little Confident

Set S.M.A.R.T financial goals. Confident

Set S.M.A.R.T financial goals. Very Confident

Assess my financial situation.

Assess my financial situation. Not Confident

Assess my financial situation. A Little Confident

Assess my financial situation. Confident

Assess my financial situation. Very Confident

Manage my assets and liabilities to develop my financial plan.

Manage my assets and liabilities to develop my financial plan. Not Confident

Manage my assets and liabilities to develop my financial plan. A Little Confident

Manage my assets and liabilities to develop my financial plan. Confident

Manage my assets and liabilities to develop my financial plan. Very Confident

Implement my financial plan.

Implement my financial plan. Not Confident

Implement my financial plan. A Little Confident

Implement my financial plan. Confident

Implement my financial plan. Very Confident

Review my financial plan regularly or when the need arises.

Review my financial plan regularly or when the need arises. Not Confident

Review my financial plan regularly or when the need arises. A Little Confident

Review my financial plan regularly or when the need arises. Confident

Review my financial plan regularly or when the need arises. Very Confident

Financial Planning Begins Now (Workshop)

Best viewed in "Horizontal (Landscape)" mode.

Question Title

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

Question Title

* 2. Your Gender:

Question Title

* 3. Your Race :

Question Title

* 4. Your Citizenship:

Question Title

* 5. Your Age Range:

Question Title

* 6. Your Current Family Status:

Question Title

* 7. Your Highest Level of Education:

Question Title

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

Question Title

* 9. Please CLICK your response to each the following statements:

Question Title

* 10. How CONFIDENT are you to do each of the following?