Think Wealth Management, Think My Financial Advisor

Survey of the book Financial Literacy for Children

Parent’s Name:

Tel. No.:

Email:

Child's Name:

Name of Child's School:

Grade:

Would you like to be featured or quoted in the book? Yes No

What are your initial memories about money?

Who taught you about money?

Parents

School

On your own

What were some of your key learning?

What values do you want your child to learn about money?

At what age did you introduce or plan to introduce your child to money?

6-9 years

10-13 years

14-17 years

18 and above

How did you plan to introduce money to your child?

What age do you intend to let your child handle money independently?

Are there any fears / apprehensions about your child handling money? if yes , what kind of fears or apprehensions?

How open are you to your child when you talk about money?

	They are too small to discuss money issues
	We talk to them openly about money
	We discuss money only when we can give them to spend

Does your child know what you do for a living and where you work or the name of your firm? Yes No

Do you say ‘No’ to your child for anything? If yes what do u say no to …

Have you opened an account for your child in the bank? Yes No

Have you taken your child to an ATM and explained how it works? Yes No

Does your child know about investments, taxes, insurance , budgeting and savings? Yes No

Have you involved your child in a charity or a community service? Yes No

What kind of values do you want your child to learn as they grow-up?

Do you think it’s a prudent idea to make them financially literate from a young age so they have the right and healthy values about money? Yes No

Would you enroll them in a Financial Literacy Program for children? Yes No

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