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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 respond by CLICKING the appropriate number on the scale from (Strongly Disagree) to (Strongly Agree).

  Strongly Disagree Disagree Neutral Agree Strongly Agree
The talk 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 and case studies.

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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
The expenses incurred in applying for a grant of probate has no effect on the net value of your estate.
A Lasting Power of Attorney (LPA) allows me to appoint person(s) I trust to be my proxy decision maker(s) if I lose the mental capacity to make my own decisions.
When an asset is placed under joint ownership “Tenancy in Common”, the ownership and control of the asset is automatically transferred to the surviving owner.
A person who makes the Will is called the “testator”.
My will is cancelled when I remarry.

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

  Not Confident A Little Confident Confident Very Confident
Ascertain the assets I own, including my insurance policies.
Determine how I want my estate distributed.
Decide on the means of transferring my assets.
Executing my estate plan.
Review my estate plan annually.

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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
Ascertain the assets I own, including my insurance policies.
Determine how I want my estate distributed.
Decide on the means of transferring my assets.
Executing my estate plan.
Review my estate plan annually.

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