Free investment assessment template — score knowledge, experience, risk tolerance, liquidity needs and objectives, and generate a suitability profile with an AI report. Evidence-based investor profiling before any recommendation is made.
Quick answer
Evidence-based investor profiling before any recommendation is made.
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.
The Investment Suitability Assessment builds the profile that responsible investment advice starts from. Respondents self-rate investment knowledge, real experience across asset classes, tolerance for loss, liquidity constraints and return objectives on 1–5 anchors; the weighted result produces a suitability profile per dimension. The AI PDF report expresses the outcome in risk-band language an adviser can act on, with a QR code into an AI consultant for questions about the scoring itself.
| Template | Investment Suitability Assessment |
|---|---|
| Category | Finance & Insurance |
| Format | Scored 1–5 suitability assessment with an AI report |
| Time to complete | About 10 minutes per response |
| What you get | A suitability profile banding knowledge, experience and risk appetite |
| Best for | Advisers · Platforms · Coaches |
| Cost | Free to copy and customize on FormLM |
Preview the investment assessment and the AI suitability profile 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 evidence suitability before recommending portfolios.
Investment platforms profile new investors at signup.
Financial coaches quantify a client's real risk appetite.
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.
