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Wealth Management

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. Business organizations that accommodate the buying and selling of securities.






2. Electronic Data Gathering Analysis and Retrieval - the electronic system used by the SEC to enable investors to search electronically for financial reports filed by individual companies






3. Having honest intentions






4. Give back (tax return)






5. The distribution of investment funds among broad classes of assets.






6. The maximum credit that a customer is allowed






7. An amount that credit card companies can charge for the use of a credit card.






8. Any of a number of fraudulent - deceptive - discriminatory - or unfavorable lending practices. Many of these practices are illegal - while others are legal but not in the best interest of the borrowers.






9. The co-option of another person's personal information (e.g. - name - social security number - credit card number - passport) without that person's knowledge and the fraudulent use of such knowledge






10. Money paid to a worker






11. The act of taking out money or other capital






12. Immunity from a general burden - tax or charge; in bankruptcy or judgment executions - that portion of the debtor's property that cannot be liquidiated and applied to her debts






13. The money(usually a set amount) given to an individual to spend






14. Can be found in a newspaper and shows information about popular stocks.






15. Whatever must be given up to obtain some item






16. A periodic statement prepared by a bank for each client






17. A delay in enforcing rights or claims or privileges






18. Simplified IRS tax form which some individuals can file instead of the 1040 form.






19. Financial reports that summarize the financial condition and operations of a business






20. The maximum credit that a customer is allowed






21. The amount of money you would need to deposit now in order to attain a desired amount in the future






22. A legal process intended to insure equality among the creditors of a corporation declared in bankruptcy






23. A loan made on the signature and credit of the borrower - not secured by collateral. Credit card. (Debenture)






24. A tax-deferred investment and savings plan that acts as a personal pension fund for employees






25. The distribution of investment funds among broad classes of assets.






26. All costs or bills related to the business






27. Funds that are often times traded through a stock exchange (NYSE)






28. Financial organization that pools people's money and invests it






29. Beliefs of a person or social group in which they have an emotional investment (either for or against something)






30. Beliefs of a person or social group in which they have an emotional investment (either for or against something)






31. A delay in enforcing rights or claims or privileges






32. Funds that are often times traded through a stock exchange (NYSE)






33. A debt not backed by specific property to satisfy the indebtedness in case of default.






34. Something of value; a resource; an advantage






35. An automatic loan made to you if you write a check for more money than you have in your account






36. The commercial activity of transporting and selling goods from a producer to a consumer






37. Financial organization that pools people's money and invests it






38. A debt not backed by specific property to satisfy the indebtedness in case of default.






39. A person appointed by a testator to carry out the terms of the will






40. Stock other than preferred stock






41. The right to take another's property if an obligation is not discharged






42. Debt backed by a mortgage - pledge of collateral - or other lien; debt for which the creditor has the right to pursue specific pledged property upon default. Examples include home mortgages - auto loans and tax liens.






43. The act of committing money or capital to an endeavor (a business - project - real estate - etc.) with the expectation of obtaining an additional income or profit.






44. The act of reducing the selling price of merchandise






45. The excess of revenues over outlays in a given period of time (including depreciation and other non-cash expenses)






46. Act of combinging all debts into one monthly payment - typically extending the terms and the length of time required to repay the debt






47. A legal process intended to insure equality among the creditors of a corporation declared in bankruptcy






48. The recipient of funds or other benefits






49. The excess of revenues over outlays in a given period of time (including depreciation and other non-cash expenses)






50. A bond with zero discounts







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