Energy CU Financial Literacy Survey

1.Everyone wins when we're informed about our finances.

We are committed to helping our members achieve their financial goals and make informed decisions. Your participation in this survey will provide valuable insights into your financial knowledge and needs, enabling us to better support you with tailored resources and programs. The survey will only take a few minutes, and your responses will be kept confidential. Thank you for contributing to our continuous efforts to enhance financial literacy within our community!
1.Please enter your first name.(Required.)
2.Please enter your last name.(Required.)
3.Please enter your account number.
4.How confident are you in understanding the following financial products: lines of credit, credit cards, loans, and mortgages?
5.How confident are you in understanding investment options such as stocks, bonds, mutual funds, and retirement accounts?
6.Do you find it easy to find information about financial products and services?
7.How often do you create and follow a budget for your personal expenses?
8.How confident are you that you have enough funds set aside for an emergency?
9.How confident do you feel about making financial decisions?
10.How often do you feel stressed about your personal finances?
11.Do you have clear financial goals for the next year, such as saving for a major purchase, reducing debt, or investing?
12.Are you currently contributing to a retirement savings plan?
Current Progress,
0 of 12 answered