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This requires knowledge about personal finances, financial security, estate planning, retirement, savings, etc. 03/18) 3 of 10 Applicant’s Initials STATEMENT OF ASSETS as of Date List all assets, both tangible and intangible, … Can you answer these basic The goal of this survey is to gather A personal finance quiz is good to increase learning and understanding on your finance. If you like the checklist, you can attempt answering and act on them – a few each week. As it relates to matters of personal finance, what topics do you feel you could use more information on? By planning ones finances properly, a person or a financial institution can analyse one’s financial position and accordingly cater to long-term or short-term requirements. Long term savings and investments. endstream endobj 1588 0 obj <>stream Please complete the questionnaire as at the balance date stated on the front page. 1 QUESTIONNAIRE -- ENTERPRISE ACCESS TO FINANCE Company: Staff interviewed: Interviewers: Date: READ THE FOLLOWING TO THE RESPONDENT BEFORE PROCEEDING. ƒIG0y¯ÈQ$q"L`6]L&³€Éi`÷¤Ù«Á¤˜Ì“KA$ë- ÉÞR$…ZÁ¦õr³7ƒH¾w`¶*ˆT0Û"&A$»ü±µ„ ™`w20Ž’@þg`zx À P½ž endstream endobj startxref 0 %%EOF 287 0 obj <>stream Form 5 Personal Financial Questionnaire (Rev. Mastering Personal Finance. A pdf version is available for download at the end of the post. %PDF-1.6 %���� Employee Wages and Salaries. hÞbbd```b``é‘FÅ ’ÙD2 %PDF-1.6 %âãÏÓ P-Fin Index results are available for demographic groups defined by age, gender, race and ethnicity, education level, employment status, household income and exposure to financial education. h��U�n�0��A��*����&U�[����à�tj�~�pمu�8=+8�~� A@���cR* (!��1`\К���vD�)����X�b�Vͥ�������^��q; ����#�"��%8��v6l[��.I��S]7�z^*Y[S�JO̲���]'9[��Sevْ�h˺;�����g������\6׽�Oq�H��Q��9w�k.me:�M��}�,� >�}z*��fR瘋�ζm���=ۮSV��e�����9PfQ�u��o��2����S�*�P�({��,��5g9"�ϡX�����y�:!G3��� 5r1��tڨ��S�hr��� 'XJOA0�'�o[�'b#=��9�/ �X Running a home and raising a family. Financial questionnaires contain the client’s personal information that identifies the client’s demographic group. The client also declares his or her financial goals and aspirations, like saving up … View personal_financial_planning_questionnaire.pdf from FINANCE 6102 at AMA Computer University. 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