Financial Literacy Course

Your answers help us tailor the class to your needs. There are no right or wrong answers, and you may skip any question you prefer. This questionnaire is designed to understand backgrounds and goals—not to collect personal financial details

Your name *

Last name

Email address *

Phone number

Phone type

Which topics are you most interested in learning about? (Select up to three)

Budgeting & cash flow

Credit scores & credit cards

Paying off debt

Emergency funds

Investing basics

Retirement planning

Taxes

Other

How would you describe your current comfort level with personal finances?

Very uncomfortable / overwhelmed

Somewhat uncomfortable

Neutral / getting by

Somewhat confident

Very confident

Which best describes where you are right now? (Select all that apply)

Living paycheck to paycheck

Able to cover monthly bills but little extra

Saving a small amount regularly

Have some savings but no clear plan

Actively planning for long-term goals

Do you currently have any of the following? (Select all that apply)

Credit card debt

Student loans

Auto loan

Mortgage

No current debt

What stage of life best describes you right now?

Student

Newer job

Established job

Self-employed / variable income

Raising a family

Approaching retirement

Retired

How many people are you registering for this class? *

Is your attendance dependent upon childcare being available?

What is one thing you hope to feel more confident about after this course?

The Zero Collective
office@zerocollective.org
(616) 647-1111

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