OIE Self-Assessment Questions for IFYF Pilot

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DRAFT Self-Assessment Question for IFYF (FINRA OIE Project)

1. Please describe your level of experience with investing

_____ None _____ A little _____ Experienced _____ Very experienced


2. What investing topics are you particularly interested in?

_____ Investment terminology _____ Finding money to invest _____ Stocks and equity investments _____ Bonds and fixed-income securities _____ Mutual funds _____Taxation of investments _____ Investing with small dollar amounts _____ Investing resources _____ Hiring financial advisors _____ Investment fraud _____ Other (explain)________________________________________________________


3. What is the single most important investment question that you want answered?

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