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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. 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
grace period
Rule of 72
universal default
2. The amount of a loss you must pay out of your own pocket before the insurance company will step in and pay the rest.
penny stocks
Series I Savings Bond
deductible
dividend
3. 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.
APR - Average Percentage Rate
speculative investments
universal default
share draft account
4. Things that add comfort and pleasure to your life but you can live without if you need to.
annual report
grace period
capital loss
wants
5. Debt obligations of state or local governments
municipal bonds
stock market
chapter 7
investing risk
6. Debt obligations of corporations
initial investing
capital loss
corporate bonds
industry risk
7. A unit of ownership in a corporation
dollar cost average
stocks
company risk
strategic investing
8. The amount a corporation pays at a fixed amount when repaying a bond
savings account
interest
portfolio
credit limit
9. Associated with owning stock of only one company
ATM - Automatic Teller Machine
well-known investor services
risk averse
company risk
10. A certificate documenting the shareholder's ownership in the corporation
investor services
well-know financial magazines
investing risk
stock
11. Actions that the government might take that would reduce the value of an investment
non-market risk
financial pages
political risk
speculative investments
12. An amount that credit card companies can charge for the use of a credit card.
annual fee
put-and-take account
tax deferred
social security tax
13. The amount a corporation borrowed in a bond situation
savings
principal
speculative investments
well-known discount brokers
14. Associated with owning stock of only one company
origination fee
company risk
chapter 13
annual report
15. Discount bonds; a bond purchased for less than the maturity value; example you buy a $50 bond for $25
credit limit
US Treasury Bonds
Series EE Savings Bond
portfolio
16. The credit union term for a savings account.
share account
well-know full-service brokers
stock
Securities and Exchange Commission
17. Earning interest on interest.
non-market risk
compounding interest rate
wants
variable expenses
18. The process of dealing with the chance of a potential personal or financial loss.
risk management
diversification
corporate bonds
industry risk
19. Spreading risk among many types of investments; one way to minimize risk
principal
budget
collectibles
diversification
20. The entire amount of money you owe to lenders
stock
spyware
Temporary investment
debt
21. Uncontrollable and unpredictable events that cause an investment to lose value
state income tax
non-market risk
grace period
ATM - Automatic Teller Machine
22. 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.
dividend
spyware
chapter 13
inflation
23. A formal contract to repay borrowed money with interest at fixed intervals
bond
social security tax
stock market
debt
24. A term that describes investments on which earnings are not taxed until retirement
market risk
tax deferred
diversification
company risk
25. A payroll deduction collected by employers by law and sent to the state government to support state services.
strategic investing
state income tax
rate of return
US Treasury Bonds
26. The belief - qualities - or standards that you consider important or desirable.
Rule of 72
savings
values
permanent investment
27. Investors who take to take chances
risk taker
capital gain
ATM - Automatic Teller Machine
debit card
28. Coins & art & memorabilia or other items that are popular from time to time
periodic or occasional expenses
municipal bonds
collectibles
full-service broker
29. Bold and high-risk investments
speculative investments
annual report
Series I Savings Bond
interest
30. A chosen pursuit - profession - or occupation
over-the-limit fee
time value of money
debit card
career
31. The amount of money someone is willing to loan you.
chapter 13
checking account
mutual fund
principal
32. Management of investment alternatives to maximize the growth of your portfolio
discount brokers
strategic investing
political risk
portfolio
33. Maximum amount of credit a lender will extend to a customer.
Personal Identification Number - PIN
credit limit
grace period
spending plan
34. A detailed record of your personal credit and financial transactions.
grace period
annual fee
capital gain
credit report
35. Losses in an investment as a result of the business cycle
mutual fund
stock market
market risk
political risk
36. A certificate documenting the shareholder's ownership in the corporation
company risk
annual fee
budget
stock
37. Brokers who provide clients with analysis and opinions
phishing
tax deferred
US Treasury Bonds
full-service broker
38. Movement of money you receive and the money you spend
delayed gratification
cash flow
corporate bonds
non-market risk
39. The chance that inflation will rise faster than the rate of return on an investment
US Treasury Bills
Investing
interest-rate risk
chapter 13
40. Merrill Lynch & Fidelity Investments & American Express
well-know full-service brokers
universal default
periodic or occasional expenses
US Treasury Bills
41. 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.
bank
dividend
Rule of 72
credit limit
42. The date on which the borrowed money must be repaid
values
maturity date
principal
over-the-limit fee
43. Management of investment alternatives to maximize the growth of your portfolio
tax deferred
penny stocks
Temporary investment
strategic investing
44. Business Weekly & Forbes & Money
bank
non-market risk
well-know financial magazines
real estate
45. The setting aside of money for future use or other investments
Temporary investment
discount brokers
pay yourself first - P.Y.F.
well-know full-service brokers
46. 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.
social security tax
mutual funds
universal default
capital gain
47. Charles Schwab & TD Ameritrade & E*TRADE
universal default
well-known discount brokers
phishing
interest-rate risk
48. The credit union term for a checking account.
share draft account
risk averse
collectibles
strategic investing
49. Wall Street Journal and Barron's
investor services
dividend
well-known financial newspapers
chapter 13
50. The belief - qualities - or standards that you consider important or desirable.
capital gain
Series EE Savings Bond
APR - Average Percentage Rate
values