--- generated_by: surveylegend-page-markdown title: Financial Knowledge Survey Template | SurveyLegend description: Plan an adult money-skills workshop with four original knowledge questions and three learning questions. Customize the survey in SurveyLegend. canonical: https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/financial-knowledge-template/ --- # Financial Knowledge Survey Template Find out which money concepts need a clearer explanation. This SurveyLegend template combines four short knowledge questions with three questions about learning needs. [Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/financial-knowledge-template/#try-template) Preview on a device Show the desktop survey layout Show the tablet survey layout Show the mobile survey layout ![](https://www.surveylegend.com/survey-template-media/demo-backgrounds/financial-knowledge-template-background.avif) **SurveyLegend** 1 / 7 Financial Knowledge Survey A hypothetical account starts with $200 and earns 5% interest once after one year, with no fees or other transactions. What is the balance then? $205 $210 $250 +1 more answer choices Next → Financial Knowledge Survey [Preview](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/financial-knowledge-template/#try-template) Share [Facebook ](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Ffinancial-knowledge-template%2F)[LinkedIn ](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Ffinancial-knowledge-template%2F)[X ](https://x.com/intent/tweet?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Ffinancial-knowledge-template%2F\&text=Financial%20Knowledge%20Survey%20Template)[Reddit](https://www.reddit.com/submit?url=https%3A%2F%2Fwww.surveylegend.com%2Fsurvey-examples-templates%2Ffinancial-services-surveys%2Ffinancial-knowledge-template%2F\&title=Financial%20Knowledge%20Survey%20Template) Find out which money concepts need a clearer explanation. This SurveyLegend template combines four short knowledge questions with three questions about learning needs. Someone can feel confident about money and still find an interest calculation confusing. Another learner may understand the calculation but hesitate to use it. Keep knowledge answers and confidence separate when planning a workshop. ## When to Use This Template Use this questionnaire before a general financial education session for adults. The examples are hypothetical and do not recommend accounts, loans or investments. If you need session expectations and practice barriers instead, use SurveyLegend's [pre-training survey ](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/pre-training-template/). **Create your financial knowledge survey in SurveyLegend** Someone can feel confident about money and still find an interest calculation confusing. Another learner may understand the calculation but hesitate to use it. ## 7 Financial Knowledge Survey Questions These questions help an instructor plan a basic money-skills session. The numbers are hypothetical. Answer without looking up the examples, or choose 'Not sure.' Every question is optional. No balances, income, debts or account information are requested. This is not financial advice or a certification test. Try the survey ## A little feedback. A clearer picture. Explore this 7-question example at your own pace. Every question is optional. Preview on a device Show the survey at full desktop width Resize the survey to a tablet-width preview Resize the survey to a mobile preview with scrolling inside the frame Choose a look Use Classic: a white survey card over the background photo Use Light: dark text over a light tint covering the background photo Use Dark: light text over a dark tint covering the background photo SurveyLegend demo Question 1 of 7 ### Financial Knowledge Survey 01 A hypothetical account starts with $200 and earns 5% interest once after one year, with no fees or other transactions. What is the balance then? Choose one answer, or skip this question. $205 $210 $250 Not sure 02 The account in Question 1 then earns 5% on its entire balance for a second year, with no fees or transactions. How much interest is earned during the second year? Choose one answer, or skip this question. $10 $10.50 $20 Not sure 03 A basket of goods costs $50 today and $55 next year. If your available money stays at $50, what can it buy next year? Choose one answer, or skip this question. More than the original basket Exactly the original basket Less than the original basket Not sure 04 Which statement about holding shares in several unrelated companies is most accurate? Choose one answer, or skip this question. It guarantees that the investments cannot lose value It can reduce dependence on one company's results, but losses are still possible It guarantees a higher return than holding one company Not sure 05 How confident do you feel explaining the difference between interest earned and interest paid? Choose one answer, or skip this question. Not at all confident Slightly confident Moderately confident Very confident Extremely confident Prefer not to answer 06 Which topic would you most like the session to explain? Choose one answer, or skip this question. Interest calculations How price changes affect purchasing power Investment risk and diversification Comparing fees and charges Another topic No preference 07 What everyday money question would you like explained using a hypothetical example? Share your answer, or skip this question. #### One last look Review your answers before submitting this demo. 0 answered #### Thank you for trying the survey! You’ve tried the template from the respondent’s side. Make it your own with SurveyLegend. [Create your own survey](https://www.surveylegend.com/register/) Checking submission availability… This is a demo. We count starts and submissions only. Your answers stay in your browser and are never sent or saved. **—**Starts **—**Submissions Activity is temporarily unavailable. ## How to Adapt the Questionnaire Keep the stated assumptions with each numerical example. If changing the currency, preserve the numbers and arithmetic or check the new answer key. Explain who reviews responses and that participation will not determine eligibility for a financial product. Ask for hypothetical examples only. SurveyLegend's guidance on [sensitive questions ](https://www.surveylegend.com/survey-questions/sensitive-survey-questions/)can help keep unnecessary private details out of the form. ## When to Ask Collect answers before the instructor finalizes examples. Give the same instructions to each learner. If repeating the questions after a session, explain that familiarity with the same items may influence results; a change alone does not prove lasting learning. ## How to Use the Responses For instructor review, Q1 is $210: $200 plus $10 interest. Q2 is $10.50: 5% of $210. Q3 is less than the original basket. Q4 is the statement about reducing dependence on one company while losses remain possible. Review each item separately, showing answered, incorrect, 'not sure' and skipped counts. Do not count a blank as an incorrect answer or create a validated literacy score. Low confidence despite correct answers suggests useful practice; incorrect answers despite confidence suggest checking the explanation. Use Q6 and Q7 to choose examples rather than inferring anyone's financial behavior. ## What the Research Adds Lusardi, Mitchell, and Curto's 2009 working paper examines “interest rates, inflation, and risk diversification” using National Longitudinal Survey of Youth data. These domains give a useful educational focus for the original examples here. The historical U.S. study does not validate this questionnaire, establish a current population estimate, or equate knowledge with financial well-being. Read the [financial literacy study ](https://pensionresearchcouncil.wharton.upenn.edu/publications/papers-2018/financial-literacy-among-the-young-evidence-and-implications-for-consumer-policy/). ## Frequently asked questions ### Is this a validated financial literacy scale? No. These are original educational questions for workshop planning. They do not reproduce a standardized instrument or its scoring rules. ### Does the template recommend investments? No. It checks general concepts with hypothetical examples and does not assess individual suitability or recommend products. ### Should learners see the answers first? For an initial knowledge check, provide explanations after responses. This public example includes the instructor key, so it is unsuitable for a secure or high-stakes test. ## Printable Financial Knowledge Survey Print all seven questions and complete choices. Keep the answer explanations on a clearly separate instructor sheet, not on the respondent questionnaire. Preserve assumptions, optional settings and space for the final learning question. Paper responses need separate review or manual entry; they are not automatically added to online results. ![First page of the printable Financial Knowledge Survey Template with questions and answer spaces](https://www.surveylegend.com/survey-template-media/pdf-previews/financial-knowledge-template-pdf-preview.avif) [![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download the questionnaire](https://www.surveylegend.com/downloads/survey-templates/financial-knowledge-survey-template.pdf) Export Financial Knowledge Survey as PDF ## AI Prompt: Financial Knowledge Survey Copy this financial knowledge survey prompt into an AI assistant to prepare the questionnaire. Review the result, then build and customize it in SurveyLegend. It does not automatically create or transfer a survey. ## Financial Knowledge Survey Prompt AI Prompt: Financial Knowledge Survey [Create this survey in SurveyLegend](https://www.surveylegend.com/register/) Copy the prompt into an AI assistant to draft the questions, then build your survey in SurveyLegend. [Sign in](https://app.surveylegend.com/) to SurveyLegend to build your financial knowledge survey Financial Services Survey Templates 1. [![Preview of the Bank Customer Satisfaction Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/bank-customer-satisfaction-template-preview.avif) Bank Customer Satisfaction Survey Template Financial services A friendly welcome does not tell you whether a customer understood what to do next. Ask about the visit step by step so service teams can distinguish a wait, an unclear explanation, and an unfinished request.](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bank-customer-satisfaction-template/) 2. [![Preview of the Bookkeeping Services Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/bookkeeping-services-template-preview.avif) Bookkeeping Services Survey Template Financial services A late report and an unclear request for records can create different problems for a client. Separate the handoff from the finished work so your next service review leads to a specific change.](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/bookkeeping-services-template/) 3. [![Preview of the Cryptocurrency Payment Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/cryptocurrency-template-preview.avif) Cryptocurrency Payment Survey Template Financial services Owning cryptocurrency does not mean someone wants to pay with it. Keep the transaction use case clear from the start. Use SurveyLegend to research payment preferences without asking for wallet addresses, balances, account credentials or investment decisions.](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/cryptocurrency-template/) 4. [![Preview of the Financial Advisor Annual Review Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/financial-advisor-annual-review-template-preview.avif) Financial Advisor Annual Review Survey Template Financial services A financial advisor annual review survey gathers feedback about one review meeting and its follow-up. It should measure the communication experience while account data, suitability decisions and regulated profile updates remain in the firm's secure approved systems.](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/financial-advisor-annual-review-template/) 5. [![Preview of the Financial Wellness Support Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/financial-wellness-template-preview.avif) Financial Wellness Support Survey Template Financial services Knowing a resource exists does not mean someone can use it. A useful support survey asks about awareness, practical access and privacy concerns before a coordinator chooses a program.](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/financial-wellness-template/) 6. [![Preview of the Personal Finance Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/personal-finance-template-preview.avif) Personal Finance Survey Template Financial services This personal finance survey helps educators plan support around habits and confidence. It does not assess someone's creditworthiness or give individual advice. For adjacent needs, explore survey templates.](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/personal-finance-template/) 7. [![Preview of the Pet Insurance Research Survey Template showing its first question and answer choices](https://www.surveylegend.com/survey-template-media/previews/pet-insurance-template-preview.avif) Pet Insurance Research Survey Template Financial services Use this template before creating educational material, a comparison journey, or a more detailed product study in a clearly named market. Keep wording neutral and list only concepts that apply locally. Separate market research from quotes, applications, underwriting, claims, and veterinary advice.](https://www.surveylegend.com/survey-examples-templates/financial-services-surveys/pet-insurance-template/) Free survey maker ## Start creating surveys today *for free* Create and bring your ideas to life with the survey tool used by people all over the world. 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