Folder Financial Quizzes

Financial Quizzes

Use these financial quizzes as lead generation tools on your website or to connect with your clients to test their financial knowledge.

Beginning with a basic knowledge level, the quizzes will become more complex or cover specific topics.

Instructions on how to use the quizzes using Survey Monkey are also provided.



QUIZ002 How much do you know about managing money?


This is the second of the basic knowledge quizzes. It focuses on taking control of money via creating smart saving habits. Future quizzes will be more complex. Download the instructions on how to set up the quizzes using Survey Monkey. Or if you would prefer assistance, please contact us and we’ll give you details.

QUIZ001 How much do you know about investing?


This first quiz starts with the basics of investing and covers some often misunderstood terms.

Instructions for setting up quizzes using Survey Monkey

Download (pdf, 93 KB)

How to use Survey Monkey to set up a new quiz.pdf

Use these instructions to help you set up your quizzes using Survey Monkey.

We've tried to make it as easy as possible, but if you do need personal assistance, contact us and we will provide recommended services.

Remember to save this file first then hit your back button to come back to the library.

Wouldn't it be nice to automatically receive helpful writing tips when we add new posts? Add your name and they will appear like magic each time! (If you are a client, you already receive these.)

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