QUESTIONNAIRE

“Investment Practices of Young Professionals ”

Part I: Personal Profile

Instructions: Please put a check mark (✔) to fill-out the needed information below. Rest
assured that your responses will be held honestly.

Name (Optional): ________________________________________

Age:

( ) 20 years old and below

( ) 21-23 years old

( ) 24-26 years old

( ) 27-29 years old

( ) 30-35 years and above

Sex:

( ) Male

( ) Female

Civil Status:

( ) Single

( ) Married

( ) Widow/Widower

Highest Educational Attainment:

( ) Bachelor’s Degree

( ) Mastesl Degree

( ) Doctorate Degree

( ) Other, Please specify _____________

Position:

( ) Manager

( ) Employee

( ) Other, please specify _____________

Number of years in service:

 ( ) 3 yrs. & below ( ) 9 – 10 yrs.
( ) 5 – 6 yrs. ( ) 11 yrs. and above.
( ) 7 – 8 yrs.

Monthly Salary:

( ) below 20,000 ( ) 25,001 - 30,000

( ) 21,001 - 25,000 ( ) 30,001 above

Source of investment decision:

( ) TV

( ) Ads

( ) Internet

( ) Consultant

( ) Friends

( ) Relatives

( ) News papers

( ) Others, please specify _____________

Types of investments

( ) Liquid Investments.

( ) Land.

( ) Stock.

( ) Bonds.

( ) Real Estate.

( ) Business.

( ) Others, please specify _____________

Part II. Investment practices of young professional in terms of:

Directions: Please check (✔) the savings, investment, and purchasing practices by your practice
using the scale below.

Point Value Interpretation

5 Highly Practiced
4 Practiced
3 Moderately Practiced
2 Seldom Practiced
1 Not Practiced

A. SAVINGS

As a young professional I …

INDICATORS 5 4 3 2 1
1. save because I live frugally.

2. save to get out of debt.

3. set aside money for the education of my children in the future.

4. save money for emergency and unforeseen events.

5. save money for my wants and needs.

6. save money to fund my family’s finance.

B. INVESTING

As a young professional I invest...

INDICATORS 5 4 3 2 1
1. to grow my money.

2. for my early retirement.

3. to protect my capital from inflation.

4. so I can reach my financial goals.

5. to start or expand my business.

6. to have another source of income.

C. PURCHASING

As a young professional I…

INDICATORS 5 4 3 2 1
1. determine the factors related to the image of the firm before
purchasing their stock.
2. purchase an investments recommended by expert in investing.

3. buy investment in a long-term position.

4. invest at a low price but has a higher return.

5. consider my income before buying an investment.

6. research about an investment that has a potential to grow.