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* 1. Booking ID (please fill in the 4 digit code 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 CLICK your response to each the following statements:

  Do Not Know True False
It is ideal to have a net cash flow position of zero.
There are only 2 basic strategies I can employ in financial planning, i.e. savings plan and insurance planning.
There is never a need to review my financial plan.
The recommended Mortgage Debt Servicing Ratio is less than 30% of gross income.
Basic liquidity ratio shows the number of months my liquid assets can sustain my monthly expenses.

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

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

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