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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. How did you get to know about this talk? Please tick one only.

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

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

  Do Not Know True False
There are only 2 basic strategies I can employ in financial planning, i.e. savings and insurance.
An emergency savings fund of two times my monthly expenses is good enough.
Health insurance prevents me and my family from suffering a financial loss as a result of an accident, illness or disability.
When planning my insurance, I must ensure that my protection needs are met first.
My financial plan should not change as I move from one life stage to another.

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

  Not Confident A Little Confident Confident Very Confident
Keep to my budget.
Buy insurance within my means.
Assess the length of my investment horizon and my risk tolerance level.
Use the various investment strategies such as diversification.
Review my financial plan regularly or when the need arises.

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* 18. 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
Keep to my budget.
Buy insurance within my means.
Assess the length of my investment horizon and my risk tolerance level.
Use the various investment strategies such as diversification.
Review my financial plan regularly or when the need arises.

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