Which statement describes the onboarding questionnaire content?

• A. An initial questionnaire asking about a client's family, goals, retirement plans, and their property
• B. A quarterly performance report
• C. A risk assessment score
• D. A training video for clients

Answer: (A)

Onboarding questionnaires gather the essential background needed to tailor a financial plan. The best description is an initial questionnaire that asks about family situation, goals, retirement plans, and property because these areas capture the key context a advisor needs to understand a client’s life circumstances, what they’re aiming for, when they want to retire, and what assets they own. This information forms the foundation for building recommendations and a personalized strategy.

In contrast, a quarterly performance report is something you share later to show how investments are doing. A risk assessment score is a valuable part of the process, but it describes a result or measure rather than the overall content of the intake questionnaire. A training video for clients is educational material, not a data-gathering questionnaire.