SFA Complimentary Strategy Session Form

We’ll begin by asking you a few questions to assess your suitability for this meeting. Your responses are crucial for us to understand your needs and prepare accordingly. If your answers are too brief, unclear, or if our training program offers limited assistance to you, we might have to cancel the meeting to save everyone’s time. You’ll be notified via email if the meeting is cancelled.

⚠️Please refrain from reapplying shortly after a meeting has been cancelled or rejected.

I have no experience, but I am eager to start.

I have done some research and made a few investments.

I am a regular investor with a diversified portfolio.

I have years of experience and consider myself a seasoned investor.

I am a professional in the field, with extensive knowledge and experience.

I’m extremely eager to invest. This is my only choice.

I want to invest in the stock markets for long-term gains and ready to put in the effort.

It’s of moderate importance to me. I have other options as well.

I’m uncertain if it’s suitable for me. I haven’t decided to put in the effort yet, I’m just exploring.

I’m unsure when I can start, I haven’t decided yet.

Yes, I understand and will schedule a time when we can all attend.