Free combined template — run a scored financial planning assessment and capture the client's advice, data-use and risk acknowledgement consent in one submission. Assessment plus signed consent: onboarding finished in a single sitting.
Quick answer
Assessment plus signed consent: onboarding finished in a single sitting.
Disclaimer: this page and its AI report are for self-reflection and process reference only. They do not constitute medical, psychological, financial, legal or safety advice. Consult a qualified professional when needed.
Methodology: items are a structural adaptation of widely used frameworks, not an official version; scoring is indicative, not diagnostic.
This combined template does two onboarding jobs in one flow. First it scores the client's planning readiness across weighted 1–5 dimensions to produce a personalised AI PDF report; then it presents the consent block — advice scope, personal-data use, risk acknowledgement and record retention — for the client to tick and sign with a typed name and date. Advisers close the loop between understanding the client and being formally authorised to act, with one exportable record.
| Template | Financial Planning Assessment & Consent |
|---|---|
| Category | Finance & Insurance |
| Format | Scored assessment with consent capture and an AI report |
| Time to complete | About 10 minutes per response |
| What you get | One signed record plus an AI profile from the same submission |
| Best for | Advisers · Compliance · Practices |
| Cost | Free to copy and customize on FormLM |
Preview the combined assessment and consent form, and the report it returns.
Everything you need to run this template.
From copy to deliverable in four steps.
Copy the form and its scoring, report and branding settings into your FormLM workspace — free.
Adjust fields, options and dimensions to match advisers and insurance professionals.
Send the link or QR; every response is captured automatically.
Open the personalized AI PDF report and share it with stakeholders.
Pick your role — see how it fits your workflow.
Advisers onboard and authorise in a single sitting.
Compliance sees assessment context next to signed consents.
Practices replace two paper steps with one shareable digital form.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
