Free finance & insurance templates for advisers and insurance professionals — scored assessments, intake and consent forms, and personalised AI PDF reports you can customise and run in minutes.
← All templatesThis category collects 50 ready-to-use templates for financial advisers, insurance agents and wealth teams: client intake and fact-find forms, scored assessments (risk tolerance, financial health, insurance needs, emergency readiness, goals priority), AML/KYC screening and consent forms, registration and booking flows, and post-engagement satisfaction and NPS surveys. Each template ships with structured fields, weighted 1–5 scoring where relevant, and an auto-generated, printable AI PDF report that respondents can keep — turning a plain form submission into a professional deliverable.
Every template is free to copy into your FormLM workspace. You can edit questions, adjust scoring weights and branding, then share a link or QR code and collect unlimited responses in one dashboard. Start with the Financial Planning Assessment + AI Report for a full scored diagnostic, the Client Financial Intake for onboarding, or the Risk Tolerance Assessment for investor profiling.
Capture personal, household, asset, liability and goal details before the first advisory meeting.
View template →Register participants for planning sessions with their stated goals captured up front.
View template →A household fact-find that lets advisers prepare a plan before the first meeting.
View template →Log income, expenses, debt and savings rate to surface a household's surplus and leakage.
View template →Record each investor's identity, objectives and risk preference in one clean sign-up.
View template →Combine know-your-client collection with data-processing consent in a single submission.
View template →Onboard referral and channel partners with clean, comparable records.
View template →Book and pre-qualify financial or insurance consultations without email back-and-forth.
View template →Separate how much volatility a client can stomach from how much loss they can afford.
View template →A five-dimension scored check of cash flow, goals, protection and time horizon.
View template →Score five weighted dimensions and turn the response into a branded, printable AI report.
View template →Show clients their life, health and income-protection coverage gaps as one clear score.
View template →Evidence-based investor suitability profiling before any recommendation is made.
View template →Score how many months of expenses a client could actually cover in a financial shock.
View template →A balance-sheet view of assets, liquidity and debt, delivered as a printable AI report.
View template →Let clients rate their own budgeting, debt, saving and goal habits as a baseline.
View template →Score and sequence a client's goals into one ranked, agreed goal map.
View template →Resolve "everything is a priority" into a single ranked funding order.
View template →Register insurance consultations with the coverage context already filled in.
View template →Run programme or seminar sign-ups that arrive complete and acknowledged.
View template →Turn a "maybe later" enquiry into a booked, prepared financial health check.
View template →A general service registration that opens any financial planning engagement cleanly.
View template →Enrol the right learners for planning training with expectations set before day one.
View template →Clarify exactly what an adviser is authorised to do before the first recommendation.
View template →Confirm scope, fees, deliverables and data consent in one engagement record.
View template →Capture the four permissions a financial planning engagement routinely needs.
View template →First-line anti-money-laundering screening that keeps identity, funding and PEP checks auditable.
View template →Run a scored planning assessment and capture signed consent in a single submission.
View template →Survey client priorities, confidence and barriers as comparable, analysable data.
View template →One worksheet that converts scattered money facts into a ready planning brief.
View template →A five-minute self-check showing which goals are real and which are only wishes.
View template →Create a dated, auditable sign-off before a mandate, product subscription or enrolment.
View template →Triage advisory enquiries by service interest, household basics and availability before the call.
View template →Collect detailed household finances, tax, property, business and estate wishes in one form.
View template →Post-engagement service and goal-progress feedback in a form clients actually finish.
View template →Measure claims satisfaction on approval speed, documentation, communication and outcome.
View template →Turn client loyalty into a 0–10 score with verbatims that explain the number.
View template →Capture a client quote, its usage scope and written sign-off in one auditable record.
View template →A scored check of responsiveness and advice quality that flags churn risk early.
View template →Register policyholders and prospects with clean client records, ready for servicing.
View template →Certify planner competence with scored questions and a per-topic AI review report.
View template →A fast pre-meeting intake that qualifies clients before the deep fact-find.
View template →The standard scored readiness review advisers run at the start of every engagement.
View template →Score and rank prospects so the next call goes to the leads most worth taking.
View template →A scored, client-verified picture of protection, savings and goal needs.
View template →The qualitative needs narrative that sits between intake and full assessment.
View template →The fact-finding layer to prepare any insurance coverage recommendation.
View template →Six structured questions that surface a client's situation, goals and priorities.
View template →Quiz staff on suitability, disclosure and AML duties with scored, reviewable results.
View template →A client-facing scored assessment whose AI report the client can read and keep alone.
View template →Assess the impact of business disruptions across financial, operational, and reputational dimensions. Auto-generate a BCP-ready PDF report with AI consultant.
View template →Wealth planning fact finder for financial advisors. Collect assets, risk tolerance, and retirement goals. 10 customizable fields.
View template →Yes. Every template on this page can be copied into your FormLM workspace for free — form, scoring and report configuration included — then customised and shared.
No. Click Use This Template, adjust the wording if needed, and share the link or QR code. Responses and AI reports are generated automatically.
FormLM templates carry weighted scoring and generate a personalised, printable AI PDF report per respondent, with a QR code into an AI consultant chat — the response becomes a deliverable, not just a row in a spreadsheet.
Yes. Every field, consent statement and disclaimer is editable, so you can adapt wording, currencies and regulatory references to your jurisdiction before collecting responses.
