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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 only necessary to set financial goals for long-term plans such as retirement or owning a home.
The Rule of 72 helps me estimate the time taken for my investment to double.
The best way to save is to put aside a portion of my income after all my spending.
It is wise to pay only the minimum amount on my credit card every month.
Tracking my spending helps me find out where my money has gone.

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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.
Make use of compounding interest to grow my money.
Save a portion of my income regularly.
Convert expenses into savings.
Keep to my budget.

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