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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
Financial goals must be Specific, Measurable, Achievable, Realistic and Time-bound (S.M.A.R.T).
Saving whatever that remains after spending is the best way to save i.e. Income – Expenses = Savings .
If I had set aside $1000 in an account with 3% p.a. interest rate; the amount would double in approximately 24 years.
It is wise to pay only the minimum amount on my credit card every month.
Spend within your means to avoid unnecessary borrowing.

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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.
Save a portion of my income regularly.
Develop a Spending Plan.
Use the Rule of 72 to estimate the desired return from my savings.
Differentiate between Needs & Wants

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