Risk tolerance questionnaire template
This five-step risk tolerance questionnaire asks about time horizon, reaction to a market fall, income stability and investing experience, followed by the contact details. You can clone this template straight into your Growform account and edit any question.
What the form asks, step by step
The questionnaire asks four button questions before the contact step. It does not score or calculate anything, and the answers go to an advisor to review.
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Step 1: “When will you need to use this money?”
Money needed within two years calls for a different conversation than long-term savings.
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Step 2: “If your investments fell 20% in a year, what would you do?”
The answer shows how the client is likely to behave when markets fall.
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Step 3: “How stable is your income?”
Stable earnings and retirement income change how much risk a client can carry.
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Step 4: “How much investing experience do you have?”
Experience tells the advisor how much explanation the first meeting will need.
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Step 5: “How shall we contact you to book your review?”
Name, email and phone come last.
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After submitting
The thank-you screen tells the client that their advisor will go through the answers at the review.
Who it’s for
This template is for financial advisors, wealth managers and planning firms that want to understand a new client’s attitude to risk before the first meeting. Placed on a landing page or sent as a link, it works as a short investment questionnaire that records the client’s time horizon, likely reaction to a loss, income stability and experience. The form does not produce a risk score or a recommendation. It collects the answers so that a qualified advisor can review them and lead the conversation.
For a wider first conversation, the financial planning questionnaire template asks about goals and saving habits.
Why this structure converts
- Each question has four plain answers, so a client never needs to look up a figure.
- The market fall question on step two describes a concrete situation, which is easier to answer honestly than an abstract scale.
- Contact details are requested last, once the client has answered every question about their money.
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Make it yours
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Add an amount to invest
Add a step with amount bands after the experience question if you want to know the size of the portfolio before the meeting.
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Reword the 20% scenario
Change the percentage or describe the fall in dollars if that matches how you explain risk to your clients.
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Add your compliance wording
Insert a text block on the first step stating that the questionnaire is for information only and is not investment advice.
Send every lead where your team works
Frequently asked questions
Does this risk tolerance questionnaire calculate a score?
No. The template does not score, weight or calculate anything. It records the four answers and the contact details so that an advisor can review them before the meeting.
How is it different from a financial planning questionnaire?
A financial planning questionnaire usually covers goals, assets and debts as well. This template asks only four questions about risk, and you can add further steps after you copy it.
Where do the completed questionnaires go?
Each submission is emailed to you by default. You can also send it to Wealthbox CRM, Redtail CRM or a Google Sheet so the answers sit beside the client record.
Can clients complete it on a phone?
Yes. Every step shows one question with large buttons, so the questionnaire is comfortable to complete on a small screen.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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