Name :________________________________________ Date:________________

PART I. Personal Information

Direction: Kindly put a check mark that corresponds to your answer.
1. Age: ( ) 20-29 ( ) 30-39 ( )40-49 ( ) 50 above
2. Gender: ( ) Male ( ) Female
3. Civil Status: ( ) Single ( )Married ( ) Separate ( ) Living with partner ( ) Widowed
4. Educational Attainment: ( ) Vocational Course ( ) Bachelor’s Degree ( ) Master’s Degree ( ) Doctoral
Degree
5. Employment Status: ( ) On Probation ( ) Project-based ( ) Contractual
6. Job Position: ( ) Office Staf ( ) Field Worker ( ) Job-order ( ) Supervisory
7. Length of Service: ( ) 1-3 years ( ) 4-6 years ( ) 7-10 years ( ) More than 10 years
8. How many children under the age of 18 live with you, in your household?
()1 ()2 ()3 ( ) more than 3 ( ) none
9. How many people aged 18 and over live with you, in your household. Please do not count yourself [Add
if necessary: including your partner]?
()1 ()2 ()3 ( ) more than 3 ( ) none
10. Who is responsible for day-to-day decisions about money in your household?
( ) You ( ) You and your partner ( ) You and another family member/s
( ) Your partner ( ) Family member/s
PART II: FINANCIAL LITERACY. Put a check mark inside the box that corresponds to your answer. Using a scale of
1 to 5 where 1= very low /not applicable, 2 = low, 3 = moderate , 4 = high, and 5 = very high.

Savings 1 2 3 4 5
1. I believe that saving money is necessary.
2.I save a portion of my income regularly.
3.I can save despite having a low income.
4.I put up my savings on savings account, property, pension house, or in collective
investment scheme.
5.I put my investment and savings in banks because always trust financial institutions.
6. I am prepared to risk some of my own money when saving or making an
investment.
7. I truly see the importance in making savings.
Budgeting
8.I am aware of my monthly income and expenditure.
9. I have a budget that I stick to.
10.I set aside money each month for savings and future needs.
11.I try to save something and spend the rest of the money on the everyday needs .
12.I spend money on the everyday needs and save the rest.
13.I spend all the money on everyday needs and do not save anything .
14.I am certain that if there is an emergency, I could access up to three months’
worth of my household income.
Investing
15.I invest an amount of money that exceeds my living of expenses.
16.I invest in insurance companies .
17.I invest in real estates.
18. I invest in shares or stocks and bonds
19. My current investment portfolio is diversified to balance the risks.
20. I consider the interest or the earnings before I invest.
21.I ask suggestions from the experts before I invest.
22.I believe that investing an amount of money that exceeded your monthly living is
bad.

Part III. Financial Behavior. Put a check mark inside the box that corresponds to your answer. Using a scale of 1 to
5 where 1= very low /not applicable, 2 = low, 3 = moderate , 4 = high, and 5 = very high.

Purchasing Behavior 1 2 3 4 5
1. I prioritize buying the items that are necessary
2. Before I buy something I carefully consider whether I can aford it
3.I compare prices when shopping for major expenses
 4.I use a spending plan or budget
5.I keep track of my expenditure and income
6.When there are several similar products, I tend to buy what is recommended as the
most selling product, rather than what I actually think is a good product
7.I understand the importance of resisting the temptation to spend the money on
shopping

Promptness and Timeliness of Bills Payment 1 2 3 4 5

8.I pay my bills when they arrive
9.I pay my bills until they are due
10.I keep a close personal watch on my financial afairs
Long-term financial goals
11.I set long term financial goals and strive to achieve them
12.I believe that having financial goals is necessary
13.I believe that having a Long-term, five plus year goals is necessary
14.I set aside money for long-term investments
15.I believe that investing is necessary for long-term financial goals
16. I find it more satisfying to spend money than to save it for the long term
17.If I had the choice of (1) receiving 100,000 pesos now or (2) receiving 110,000 pesos
in 1 year, I would choose (1), provided that I can definitely receive the money
Incidence of Debt
18.I rely my expenses or needs on Mortgages
19.I rely my expenses or needs on Consumer Loans
20.I Have been involved in financial trouble such as a bank transfer fraud or multiple
debts
21.I have too much debt right now
22.I exactly know what to do in financial trouble such as a bank transfer fraud or
multiple debts

Part IV. Kindly write YES or NO in the box that corresponds to your answer.
With regard to the expenses Do you have a Have you set
you think you will have to financial plan for aside funds for
cover in the future, are you the expenses you the expenses
aware of the amounts that think you will have you think you
will be required for your to cover in the will have to
case? future? cover in the
future?
1.Living expenses for retirement
2.Educational expenses for children
3.Costs of buying a house
4.Costs of health and nursing care for yourself
5.Costs of health and nursing care for family
members
6.Costs of buying a car
7.Wedding expenses for yourself
8.Wedding expenses for children