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Sample the Affluence Intelligence Quotient Test
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Financial Effectiveness
THE AIQ TEST, PART C: FINANCIAL EFFECTIVENESS
Points
Answers
1
I disagree very much
3
I disagree moderately
5
I disagree slightly
6
I agree slightly
8
I agree moderately
10
I agree very much
1. FINANCIAL COMPETENCY
1
3
5
6
8
10
I have a budget that I follow.
1
3
5
6
8
10
I live within my means.
1
3
5
6
8
10
I have a backup emergency fund for myself and my family.
1
3
5
6
8
10
I look at my bank statements and balance my checkbook every month.
1
3
5
6
8
10
I read and understand my credit card statements.
1
3
5
6
8
10
I am saving for retirement.
1
3
5
6
8
10
I have a plan for the saving, spending, and sharing of my money.
1
3
5
6
8
10
I understand the basics of the American marketplace: stocks, bonds, private equity investments, mutual funds, and so on.
1
3
5
6
8
10
I always know how much money I have.
1
3
5
6
8
10
I have enough money for my needs and wants.
Total Financial Competency
2. FINANCIAL EASE
1
3
5
6
8
10
I make money decisions by careful analysis rather than by impulse.
1
3
5
6
8
10
My financial status does not cause me shame or embarassment or guilt.
1
3
5
6
8
10
How much money I have does not determine my self-esteem.
1
3
5
6
8
10
I am free and comfortable to what I want with my money.
1
3
5
6
8
10
My sense of personal power is not affected by the amount of money I have.
1
3
5
6
8
10
I have the right to make financial decisions in my own home.
1
3
5
6
8
10
I am comfortable having conversations about money matters in my close relationships.
1
3
5
6
8
10
Money is not the primary motivator of my most important life decisions.
1
3
5
6
8
10
I feel comfortable with myself even when I'm with people who have much more money than I do.
1
3
5
6
8
10
When I'm with a person who has nicer things than I do (jewelry, home, car) I don't feel inferior or overly envious.
Total Financial Ease
Your Financial Effectiveness Score
Financial Competency
Financial Ease
Your Score:
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