I.

Respondent’s Demographic Profile

Name: (optional)_____________________
Sex: ⬜ Male ⬜ Female
Age: ________
Strand/Section: ______________

INSTRUCTIONS:
Please use the rating scale
5- Strongly Agree 4- Agree 3- Neutral 2- disagree 1-Strongly Disagree

Direction: Put a check mark inside the box that corresponds to your answer. Using a scale of 1 to
5 where 5= strongly agree, 4 = agree, 3= neutral , 2 = disagree, and 1 = strongly disagree.

Financial Attitude 5 4 3 2 1
1. It isR$
19. Imagine Joseph inherits important
10000.00totoday
control
andmonthly expenses.
Peter inherits R$ 10000.00 in three
years. According to the time value of money, who is going totargets
2. It is important to establish financial for the future
be wealthier?
⬜ Joseph Peter 3. It is important to save money on a monthly basis.
⬜ They are equally as 4.
wealthy
The way I manage my money today will affect my future
⬜ Do not know 5. It is important to have and follow a monthly expense plan
6. It is important to stay within a budget.
Financial Behavior
7. I worry about how best to manage my money.
8. I take notes and control my personal expenses(e.g., expense and revenue spreadsheet).
Advanced Financial Knowledge
9. I follow a weekly or monthly plan for expenses.
20. Which statement is10.
correct?
I am satisfied with the way I control my finances.
⬜ Once investing in investment refunds, it is not possible to take the money out in the first
12. I save monthly.
year
13. Ibesave
⬜ Investment refunds can so I can
invested buy something
in many expensive
assets, such as shares(e.g.,
and car,brand
securities new textbooks,smartphone).
14. Iassured
⬜ Investment refunds pay compare prices
return when
rates thatbuying
dependsomething.
on past behavior
⬜ None of them 15. I analyze my financial situation before a major purchase.
⬜ Do not know 16. I buy on impulse
21. When an investor diversifies,
17. I preferhis investments
to buy areproduct
a financial dividedtoamong different
save money to assets.
buy in The
cash
risk of losing money:
⬜ Increases
⬜ Decreases Basic Financial Knowledge
⬜ Remains the same
⬜ Do not know 18. Imagine you have R$ 100.00 in the savings account and the tax rate is 10% a year. After
5 years, how much money will you have in this account?
⬜ More than R$ 150.00
⬜ Exactly R$ 150.00
⬜ Less than R$ 150.00