Build a Financial Planning Quiz That Brings You Qualified Leads

Financial advisors hunting for warmer leads, money coaches who want better intake calls, and credit unions looking for content that actually gets clicked: this template exists for you. It lets prospects grade their own financial health across savings, debt, and investments in about 3 to 5 minutes, and it hands you a scored snapshot of every person who finishes. It runs on Uplup's free plan, so publishing it costs nothing.

Built for advisors, useful well beyond them

The template description says it plainly: it's ideal for financial advisors generating leads, and that's where it shines. A prospect who has just admitted they have no emergency fund and haven't reviewed their finances in over a year is a prospect who already knows why they should book a call with you.

Coaches use the same quiz differently, sending it before a first session so the conversation starts from real numbers instead of vague worries. Credit unions, banks, and HR teams running financial wellness programs use it as engagement content: a self-check that members and employees actually want to complete.

Eight questions that map a prospect's money picture

The quiz asks 8 questions covering emergency savings, retirement contributions, monthly savings rate, debt load, budgeting habits, investment confidence, the financial products someone already uses, and how recently they reviewed their plan. One example, quoted straight from the template: "How many months of living expenses do you have in an emergency fund?" Answer options run from "12 months or more" down to having no fund at all.

The formats vary. Most are single choice, two are true or false (retirement contributions and budgeting), and one is a select-all question about products like stocks, retirement accounts, and insurance. Every question is worth 10 points, the total is 80, and 50 is the pass mark, which makes the result easy to read: pass and you're broadly on track, fall short and specific gaps are showing. Each question also ships with a short explanation, like the savings question's note on the 50/30/20 rule, so takers learn something regardless of their score.

Shape the scoring and style around your practice

Everything above is a starting point. Swap out questions, rewrite answer options, change point values, or move the pass mark if 50 out of 80 feels too generous or too strict for your audience. Apply your own logo and color palette so the quiz looks like it belongs to your firm rather than to a template library.

The most important edit for lead generation is adding a lead capture step, which asks for contact details before results appear. Out of the box, the settings favor completeness over speed: takers can revisit earlier answers, a progress indicator shows how far they've come, questions can't be skipped, and there's no time limit. Retaking is switched on too, which suits a self-assessment people may want to repeat after six months of progress.

Publishing it where prospects already look

A finished quiz gets a direct link you can drop into a newsletter, an email signature, or a social post. Print the QR code on seminar handouts or a business card, embed the quiz on your own site with a snippet, or, if your site runs on WordPress, paste the shortcode that comes with Uplup's plugin.

On the results side, the analytics dashboard shows every response along with question-level stats, so you can see, for instance, what share of takers report having no budget. Export everything to CSV for your own analysis, or connect webhooks and Zapier to push each new taker into your CRM the moment they submit.