Investment Management Survey

Name (optional): 


  1. What is your current grade level?
    9th
    10th
    11th
    12th


  1. Why did you sign up for the Investment Management course?
    Interested in learning about investing for your future
    Your parent(s) or guardian(s) wanted you to take the course
    Heard about the course from a friend and/or teacher
    Your guidance counselor put you in this course to fill your schedule


  1. Have you taken any other Business Education classes? If so, how many others?
    None
    1
    2
    3
    4
    5
    6


  1. How would you rate the usefulness/real-life applications of the Investment Management course?
    Extremely useful
    Very useful
    Somewhat useful
    Not useful at all


  1. What topic(s) were the most beneficial to you in the Investment Management course? Choose all that apply.
    Investing 101
    Basic Financial Concepts
    Stock Basics
    Bond Basics
    Mutual Fund Basics
    Index Investing
    401ks & Qualified Plans
    SEP IRAs
    Traditional IRAs
    ROTH IRAs
    Understanding the P/E Ratio
    Brokers & Online Trading


  1. What task/activity did you find the most valuable in the Investment Management course?
    Tutorials
    Case Studies
    PowerPoint presentations
    Speakers
    Class Trip to NY Federal Reserve


  1. Would you be interested in taking an 18-week Personal Financial Planning & Wealth Management course (Investment Management II)?
    Definitely
    Yes, if my schedule allows for it
    Maybe
    No, I am not interested in learning more about investing


  1. When considering your future, how valuable would a Personal Financial Planning & Wealth Management (Investment Management II) course be to you?
    Extremely valuable
    Valuable
    Somewhat valuable
    Not valuable at all


  1. If a Personal Financial Planning & Wealth Management course (Investment Management II) course was offered, what topic(s) would you like to see in the curriculum? Choose all that apply.
    Stock Analysis
    Life Insurance (Wealth Protection)
    Mortgages (Liability Management)
    Trading Strategies
    529/Education Savings Accounts
    Annuities
    Financial Planning Strategies
    Estate Planning
    Alternative Investments
    Real Estate Investments
    All About Inflation
    IPO Basics
    Basics of Mergers & Acquisitions
    The Federal Reserve
    Economics 101
    Short Selling
    Buying Stock on Margin


  1. What activities would you like to see in a Personal Financial Planning & Wealth Management (Investment Management II) curriculum? Choose all that apply.
    Group Projects
    Stock Simulation Contest
    Role Playing
    Speakers from various financial companies
    Tutorials
    Case Studies
    Individual Investment Portfolio Project
    Financial Planning Simulator


  1. How important is it to you to be well-informed about investing and financial planning?
    Extremely important
    Important
    Somewhat important
    Not important at all


  1. Please share any feedback/comments/suggestions you may have for the Investment Management course or for an Investment Management II course. (Please keep it G-rated!!)