Free Financial Planning Survey Template

Quick answer

A repeatable survey instrument for planning demand and client insight.

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.

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About this template

The Financial Planning Survey is the research instrument in this family: ask a client base or target segment which planning areas they prioritise, how confident they feel managing each, what barriers stop them acting, and what service format they prefer. Because every respondent answers the same structured items, results aggregate into a comparable answer set — useful for annual client insight studies, pre-programme needs research or segmenting a mailing list by stated priority.

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Template at a Glance

Template	Financial Planning Priorities Survey
Category	Finance & Insurance
Format	Structured priorities survey
Time to complete	About 10 minutes per response
What you get	A ranked picture of what clients actually prioritise, in one exportable dataset
Best for	Practice owners · Marketing · Programme designers
Cost	Free to copy and customize on FormLM

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What's Included

Everything you need to run this template.

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Structured, ready-to-use fields

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Customizable fields

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1-click copy to workspace

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Edit and reuse anytime

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How It Works

From copy to deliverable in four steps.

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Use This Template

Copy the form and its scoring, report and branding settings into your FormLM workspace — free.

2

Customize

Adjust fields, options and dimensions to match advisers and insurance professionals.

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Share and collect

Send the link or QR; every response is captured automatically.

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Review and act

Export or review the collected responses at any time.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Individual practitioners

Practice owners learn what clients actually prioritise.

2

Teams & agencies

Marketing segments lead lists by stated need.

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Founders & freelancers

Programme designers validate demand before building.

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Key Features

What makes this template work as a professional deliverable.

Structured, ready-to-use fields
Customizable fields
1-click copy to workspace

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

Which planning areas matter most to you right now? (multi-select rank)
How confident are you managing retirement planning? (1–5)
How confident are you managing protection and insurance? (1–5)
What most stops you taking action? (single choice)
Preferred service format: digital, in-person, hybrid (single choice)
Would you complete a scored planning assessment first? (yes/no + reason)

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Frequently Asked Questions

What is the Financial Planning Priorities Survey template?

It is a free, ready-to-use template for financial advisers and insurance professionals.

Is this a client survey or a market survey?

Both — run it on your client base for insight, or on a lead list for segmentation; wording is fully editable.

How are results analysed?

Every response uses the same structured fields, so answers aggregate and filter by priority, confidence band or format.

How often should it be rerun?

Annually for client-base insight; per campaign when segmenting lead lists.

What does the priorities survey reveal?

It asks respondents to rank what matters most to them — retirement, protection, education funding, wealth building — so a practice learns what clients actually prioritise rather than assuming.

How can marketing use the answers?

Stated priorities segment lead lists by need, letting programme designers validate demand before building an offer around it.

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