Registration
Answer all questions to complete the form below
PERSONAL DETAILS
First Name
*
Last Name
*
Gender
*
Male
Female
Age Group
18-29
30-39
40-49
50-59
60+
E-mail Address
*
Parish of Residence
Kingston
St. Andrew
St. Thomas
Portland
St. Mary
St. Ann
Trelawny
St. James
Hanover
Westmoreland
St. Elizabeth
Manchester
Clarendon
St. Catherine
Primary Contact
Secondary Contact
Preferred method of contact
Email
SMS
Call
WhatsApp
Password
*
Confirm Password
*
ADDITIONAL QUESTIONS
Employment Status
*
Full-Time
Part-Time
Self-Employed
Unemployed
Retired
Homemaker
Monthly income bracket
*
Under $50,000
$50,000 – $100,000
$100,001 - $200,000
$200,001 - $300,000
$300,001 - $500,000
$500,000 +
Select all the financial products you currently
*
Savings account
Life insurance
Investment account
Mortgage
Auto loan
Property insurance
Credit card
Pension plan
Best description of where you are in your financial journey
*
Learning and discovery - 7
First asset acquisitions - 6
Building an investment portfolio- 3
Additional asset acquisition - 4
Managing and maintaining assets 5
Drowning in debt - 10
Lost and struggling - 9
Not sure – 8
What are your financial goals?
*
Manage debt (1)
Access credit (1)
Increase streams of income (1)
Explore investment options (1)
Increase savings (1)
Learn new skills (1)
Emergency fund (1)
Effective budgeting (1)
Retirement fund (1)
Estate planning (1)
Improve/repair credit score (1)
How do you feel about money?
*
It’s complicated. (8)
I don’t understand it. (9)
Bittersweet relationship (7)
Money is magic to me / here today, gone tomorrow. (10)
I’m good with money, most of the time. (6)
I am confident with how I manage money. (0)
Rate your understanding of Insurance
*
Have you taken any online courses before?
*
Yes
No
I consider myself:
*
Wealthy (0)
Financially stable (4)
Financially secure (1)
Barely making ends meet (9)
Poor (10)
Only fill in if you are not human
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