Nordic Markets Mentorship Program – Client Questionnaire

What’s your current experience with financial markets? What’s your current experience with financial markets? Beginner – I’m just getting started and want to learn the fundamentals. Intermediate – I have some experience but need to refine my strategies. Advanced – I’ve been trading/investing but want a professional edge.

What’s your primary goal with this mentorship? What’s your primary goal with this mentorship? Build a solid foundation in finance and investing Improve my trading skills and strategies Gain a deeper understanding of macroeconomics and market dynamics Transition into a finance-related career Other (tell us more!)

What’s your current level of engagement with the markets? What’s your current level of engagement with the markets? I follow financial news, but I don’t actively invest/trade yet I invest occasionally but don’t have a structured approach I trade regularly and want to refine my strategies I work in finance but want expert mentorship to level up

How do you prefer to learn? How do you prefer to learn? Watching video lessons and self-paced learning Engaging in live discussions and webinars One-on-one mentorship with direct feedback A mix of all the above

Do you have any specific areas of finance or trading you want to focus on? Do you have any specific areas of finance or trading you want to focus on? Stocks Bonds Foreign Exchange Crypto Options, futures, and derivatives Technical analysis & charting Fundamental analysis & market research Macroeconomics & global finance Other (let us know!)

How much time per week can you commit to your financial education? How much time per week can you commit to your financial education? Less than 2 hours – I’m busy, but I want to learn at my own pace 2-4 hours – I can dedicate regular time to learning and practicing 4+ hours – I’m serious about this and want to go all in

Are you currently trading or investing with real capital? Are you currently trading or investing with real capital? No, I’m learning before I put real money in Yes, I trade/invest occasionally but want to improve Yes, I’m actively managing my portfolio and looking for an edge

What’s your biggest challenge in the markets right now? What’s your biggest challenge in the markets right now? Understanding market trends and movements Controlling emotions and managing risk Developing a profitable strategy Knowing when to buy/sell Staying disciplined and avoiding impulsive decisions

What’s one specific thing you hope to achieve from this mentorship? What’s one specific thing you hope to achieve from this mentorship? Confidence in making investment decisions A structured trading/investing approach A deeper understanding of macro and micro market forces A clear roadmap for a finance-related career Other (tell us what success looks like for you!)

Finally, what best describes your attitude toward the markets? Finally, what best describes your attitude toward the markets? Cautiously Curious – I want to learn but not rush in Serious Student – I’m committed to understanding how it all works Active Player – I want to develop a strong strategy and start executing Future Pro – I see myself working in finance and need the right guidance