Hey there!
If you provide financial planning services, the Education Funding Questionnaire is a game-changer. This tool will allow you to understand your client's educational aspirations, their financial capabilities, and potential funding strategies.
Whether you're working solo or part of a firm, you can streamline your approach to education funding. Your clients will thank you for the tailored advice! Let's get started.
Tired of chasing people to fill out your forms? Try Content Snare
Questions to include on your Education funding questionnaire
1. Planner's Information
This section aims to gather basic data about the financial planner.
- What is your name?
- What is your email address?
- What is your contact number?
- Which firm are you affiliated with?
- What is your position in the firm?
2. Client's Information
The questions in this section aim to get information about the financial planner's client who is seeking education funding.
- What is your client's name?
- What is your client's age?
- What is your client's occupation?
- Does your client have any dependents? (Yes, No)
- If yes, how many?
- What is your client's estimated annual income?
3. Education Information
This segment is designed to understand the specifics of the education for which the funding is being sought.
- What is the level of education your client is seeking? (Undergraduate, Postgraduate, Doctorate)
- What is the name of the institution your client wishes to attend?
- What is the estimated cost of the education program?
- Is the education program part-time or full-time? (Part-time, Full-time)
- What is the duration of the education program?
The question about the duration of the program is important because it can affect how the funding is structured. Longer programs might need different funding strategies than shorter ones.
4. Funding Information
This section is for understanding the funding needs and preferences of the client.
- Does your client have savings set aside for education? (Yes, No)
- If yes, what is the amount of the savings?
- Does your client prefer a specific type of funding solution? (Loans, Scholarships, Sponsorships, Self-funding)
- Is your client already receiving any type of financial aid? (Yes, No)
- If yes, please specify the type and amount.
The question about the preferred type of funding solution is significant because it guides the financial planner in customizing the advice they give to their client.
Things to consider
- Confidentiality - Ensure that the form is secure and that privacy is prioritized. The information provided by financial planners about their clients is sensitive and confidential.
- Clarity - Make sure questions are clear, concise, and easy to understand. Vague or confusing questions could lead to inaccurate responses.
- Validation - Use HTML5 validation for compulsory fields to ensure all important information is captured. If a field is left empty, validation can prompt the user to complete it before submitting the form.
- Intuitive Layout - Group related questions together to make the form easy to navigate. This also allows for a logical flow of information.
- Help Text - For questions that might require further explanation, consider adding help text or tooltips to guide users.
- Mobile Responsiveness - Ensure the form is mobile-friendly. Many users will be accessing the form from a smartphone or tablet.
- Progress Indicator - If the form is lengthy, consider using a progress indicator. This lets users know how much of the form they've completed and how much is left, improving user experience.
How to create your Education funding questionnaire
Now that you know what questions you should include, it's time to build your form!
The only problem is that traditional forms tools are inefficient.
People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email.
That's why you should give Content Snare a try.
Content Snare is packed with advanced features that will have you hours:
- Automatic reminders - Remind people to complete their form with fully customizable reminders.
- Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
- Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
- Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.
Give it a go by signing up for your free 14-day trial.