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

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

  Do Not Know True False
The Supplementary Retirement Scheme is a voluntary scheme for me to supplement retirement savings by making cash contributions into an SRS account and enjoy tax relief.
It is not important for me to re-balance my investment portfolio regularly.
Cash top-ups of up to $10,000 into my own Special Account/Retirement Account under the CPF Retirement Sum Topping-up Scheme qualify for $10,000 tax-relief.
Right-sizing to a smaller home is an option I could explore to build my retirement income.
Personal circumstances, Government policies and market conditions are examples of factors that can change during pre-retirement years and have an impact on my retirement plans.

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

  Not Confident A Little Confident Confident Very Confident
Construct my retirement plan based on my risk profile.
Assess the suitability of Government schemes such as the Lease Buyback and the Silver Housing Bonus Schemes for my retirement needs.
Identify possible investment options for myself.
Consider carefully the pros & cons of each investment option.
Use CPF cash top-ups to supplement my retirement savings.

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* 17. 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
Construct my retirement plan based on my risk profile.
Assess the suitability of Government schemes such as the Lease Buyback and the Silver Housing Bonus Schemes for my retirement needs.
Identify possible investment options for myself.
Consider carefully the pros & cons of each investment option.
Use CPF cash top-ups to supplement my retirement savings.

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