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Financial planning readyness assessment
Your Personal Scoring
Do you know the difference between a checking account and a savings account?
*
YES
NO
Have you ever created a personal budget?
YES
NO
Are you aware of the tax implications of your investments?
YES
NO
Do you understand the concept of risk in investing?
YES
NO
Have you ever invested in the stock market?
YES
NO
Are you familiar with life insurance as a wealth transfer tool?
YES
NO
Do you know what a Plan d'Épargne en Actions (PEA) is?
YES
NO
Have you ever used simulation tools for your retirement?
YES
NO
Do you know what an ETF (Exchange-Traded Fund) is?
YES
NO
Are you familiar with the term "dividend"?
YES
NO
Let's see...
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