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Test your basic knowledge |
Financial Literacy Basics
Start Test
Study First
Subjects
:
literacy
,
personal-finance
Instructions:
Answer 50 questions in 15 minutes.
If you are not ready to take this test, you can
study here
.
Match each statement with the correct term.
Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.
This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. The difference between a higher selling price and a lower purchase price - resulting in a financial gain for the seller
capital gain
bankruptcy
savings account
investor services
2. Newspapers list of securities
Series EE Savings Bond
credit limit
financial pages
dividend
3. Charles Schwab & TD Ameritrade & E*TRADE
speculative investments
initial investing
well-known discount brokers
short term goal
4. Summary of a corporation's financial condition
futures
annual report
yield
spyware
5. The probability that injury - damage - or loss will occur.
US Treasury Bonds
company risk
state income tax
risk
6. The process of dealing with the chance of a potential personal or financial loss.
rate of return
credit score
dollar cost average
risk management
7. Maximum amount of credit a lender will extend to a customer.
Series EE Savings Bond
industry risk
maturity date
credit limit
8. Low-priced stocks of small companies that have no track record
risk taker
corporate bonds
penny stocks
credit report
9. Standard and Poor's and Moody's
Securities and Exchange Commission
speculative investments
well-known investor services
social security tax
10. Coins & art & memorabilia or other items that are popular from time to time
collectibles
non-market risk
well-known investor services
coverage limit
11. Coins & art & memorabilia or other items that are popular from time to time
collectibles
stock
options
portfolio
12. A mathematical method that can be used to show how long it will take to double your money in an investment simply by dividing 72 by the rate of interest.
credit report
Rule of 72
interest
municipal bonds
13. A bank account against which the depositor can draw checks payable on demand.
Personal Identification Number - PIN
well-known investor services
checking account
discount brokers
14. A clause included in many credit card company agreements that allows a credit card company to increase your interest rate if you make just one late payment.
well-know full-service brokers
variable expenses
financial pages
universal default
15. A form of bankruptcy that allows you to repay many of your debts over a period of time - usually no more than five years.
Securities and Exchange Commission
phishing
career
chapter 13
16. Losses in an investment as a result of the business cycle
financial pages
US Treasury Notes
social security tax
market risk
17. Contacts to buy and sell commodities or stocks for a specific price on a specific date
pay yourself first - P.Y.F.
discount brokers
futures
rate of return
18. Investing with a series of regular payments; usually associated with life insurance companies
share draft account
annuities
compounding interest rate
maturity date
19. Brokers who provided little or no information to clients
values
discount brokers
initial investing
company risk
20. The willingness to give up something you want now in return for something better in the future.
spending plan
well-known investor services
collectibles
delayed gratification
21. A bank account against which the depositor can draw checks payable on demand.
portfolio
checking account
industry risk
spyware
22. Another term for budget
spending plan
put-and-take account
risk taker
Securities and Exchange Commission
23. The belief - qualities - or standards that you consider important or desirable.
investing risk
full-service broker
values
penny stocks
24. Investors who are afraid to make investments
savings account
risk averse
pay yourself first - P.Y.F.
coverage limit
25. Reducing investment risk by putting money in several different types of investments.
company risk
chapter 13
short term goal
diversification
26. Losses in an investment as a result of the business cycle
financial pages
full-service broker
strategic investing
market risk
27. Investing with a series of regular payments; usually associated with life insurance companies
wants
compounding interest rate
annuities
cash flow
28. An amount that credit card companies can charge for the use of a credit card.
annual fee
tax deferred
portfolio
well-known discount brokers
29. A payroll deduction collected by employers by law and sent to the state government to support state services.
wants
systematic investing
state income tax
compounding interest rate
30. The difference between a higher selling price and a lower purchase price - resulting in a financial gain for the seller
stocks
capital gain
permanent investment
diversification
31. Debt obligations of state or local governments
Personal Identification Number - PIN
municipal bonds
satellite decisions
Series EE Savings Bond
32. Expenses that aren't paid every month and can be either fixed or variable.
permanent investment
bankruptcy
periodic or occasional expenses
universal default
33. The amount of money someone is willing to loan you.
grace period
universal default
strategic investing
principal
34. Earning interest on interest.
penny stocks
compounding interest rate
spending plan
capital loss
35. A unit of ownership in a corporation
stocks
credit
chapter 13
interest
36. A detailed record of your personal credit and financial transactions.
Temporary investment
well-known discount brokers
credit report
share draft account
37. The entire amount of money you owe to lenders
portfolio
company risk
debt
chapter 7
38. A bad side effect of free downloads that may be used to send you pop-up ads - redirect your computer to unwanted Web sites - monitor your Internet surfing - or record your keystrokes in an effort to steal your identity.
spyware
short term goal
credit limit
periodic or occasional expenses
39. Newspapers list of securities
financial pages
savings
budget
checking account
40. Standard and Poor's and Moody's
well-known investor services
tax deferred
annual fee
stock
41. Uncontrollable and unpredictable events that cause an investment to lose value
non-market risk
discount brokers
bond
US Treasury Bonds
42. On a credit card - the length of time you have before you start accumulating interest on an unpaid balance.
inflation
political risk
savings
grace period
43. Expenses that are not fixed.
systematic investing
spending plan
universal default
variable expenses
44. Brokers who provided little or no information to clients
discount brokers
state income tax
compounding interest rate
put-and-take account
45. A mathematical method that can be used to show how long it will take to double your money in an investment simply by dividing 72 by the rate of interest.
opportunity cost
well-know full-service brokers
corporate bonds
Rule of 72
46. Smaller decisions that can result from a major decision.
municipal bonds
satellite decisions
real estate
cash flow
47. The profit from an investment.
initial investing
yield
investor services
speculative investments
48. Management of investment alternatives to maximize the growth of your portfolio
strategic investing
wants
investing risk
Rule of 72
49. Is a numerical rating - based on credit report information that represents a person's level of creditworthiness
mutual funds
credit score
corporate bonds
well-know financial magazines
50. A goal to be achieved within the next three months.
delayed gratification
short term goal
futures
options