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Test your basic knowledge |
Wealth Management
Start Test
Study First
Subjects
:
personal-finance
,
business-skills
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. Diagnosis Codes (in CCB Popup if more then 5 codes)
I-9
Wealth Management
Loan
Adjusted Gross Income
2. Short for Federal Insurance Contributions Act - the name given on the paycheck stub for Social Security and Medicare taxes. The employee pays some of the FICA tax - and and the employer pays some of this tax for each employee. Social Security pays be
Line of Credit
Pension
Executor
FICA
3. A loan made on the signature and credit of the borrower - not secured by collateral. Credit card. (Debenture)
FICA
Par Value
Unsecured Loan
Adjusted Gross Income
4. A penalty for making a payment after the due date
Present Value
Late Fee
Credit
Debt Consolidation
5. Your periodic credit card bill - which describes and summarizes all the outstanding balances - purchases - payments - credits - finance charges and other transactions for the month
Wealth Management
Billing Statement
Deductions
Collectibles
6. A document - usually containing financial data - that a company delivers to the SEC and - thereby - to the public.
Executor
SEC Filings
Taxable Income
Late Fee
7. A record of the financial situation of an institution on a particular date by listing its assets and the claims against those assets
Estate Planning
Deduction
Tax Liability
Balance Sheet
8. Stock whose holders are guaranteed priority in the payment of dividends but whose holders have no voting rights
Preferred Stock
Coupon Rate
Executor
Insurance
9. An evaluation by a rating company of the probability that a particular bond issue will default
Bond Rating
Values
Net Worth
Allocation
10. An act of economizing
Retirement Planning
Saving
Savings Register
Forbearance
11. A business activity that changes assets - liabilities - or owner's equity
Lending Investments
Zero-Coupon Bond
Transaction
Maintain
12. An act of economizing
Transaction Fee
Saving
Coupon Rate
Vesting
13. A technique to gain personal information for the purpose of identity theft - usually by means of fraudulent e-mail
Personal Allowances
Net Income
Phishing
Rent
14. Simplified IRS tax form which some individuals can file instead of the 1040 form.
Direct Car Loan
Compound Interest
1040 EZ tax form
Financial Needs
15. Production of a certain amount
401 K
Debit
Yield
Wealth Management
16. A loan made on the signature and credit of the borrower - not secured by collateral. Credit card. (Debenture)
Asset
EDGAR
Unsecured Loan
Savings Register
17. An accounting entry acknowledging sums that are owing
Debit
Saving
Self-Interest
Mutual Funds
18. A person appointed by a testator to carry out the terms of the will
Executor
Financial Goals
Exchange-Traded Funds
Stocks
19. Concern for ones own well being and advantages
Self-Interest
Deposit
Scarcity
FICA
20. Short-term and Long-term objectives that are driven by values.
Financial Goals
Wage
Zero-Coupon Bond
Lien
21. The money paid for employee services
Salary
Present Value
Collectibles
Gross Income
22. A loan that is paid off in a fixed rate over a period of time
Statement of Cash Flows
Coupon Rate
Money Market Accounts
Fixed-Rate Loan
23. Can be found in a newspaper and shows information about popular stocks.
Deductions
Stock Table
Will
Financial Needs
24. An institution that issues something (securities or publications or currency etc.)
Distribution
Issuer
Financial Needs
401 K
25. The excess of revenues over outlays in a given period of time (including depreciation and other non-cash expenses) The income that is received
Net Income
Mutual Funds
1040 EZ tax form
Debt Consolidation
26. A clause in an insurance policy that relieves the insurer of responsibility to pay the initial loss up to a stated amount
Maintain
Collectibles
Deductible
Stock Symbol
27. Profits paid to investors
Wealth Management
Good Faith
dividends
Total Assets
28. A fixed charge for borrowing money
Financial Needs
Interest
Collectibles
Wage
29. A periodic statement prepared by a bank for each client
Mortage
Loan
Bank Statement
Transfer Payments
30. The financial gain (earned or unearned) accruing over a given period of time
Will
Income
Property Rights
Property Rights
31. A yearly statement of the financial condition - progress - and expectations of an organization
1040 EZ tax form
Mutual Funds
Annual Report
Issuer
32. Short-term and Long-term objectives that are driven by values.
Financial Goals
Exchange-Traded Funds
Deductible
Investing
33. A bank - credit union - savings and loan - or other organization that offers services related to saving and borrowing money
Exemptions
Financial Institution
Deposit
Credit
34. Things that incite or spur to action; rewards or reasons for performing a task.
Incentives
Asset Allocation
Interest
Line of Credit
35. Prompt payment for goods or services in currency or by check
Cash
Tax Liability
Vesting
Stock Exchanges
36. Receiving money for loaning money
Time value of money
Loan
Lending Investments
Transaction Fee
37. The shares available to sell/buy
Salary
Shares Outstanding
Credit
Stock Exchanges
38. Electronic Funds Transfer
Loan
Saving
EFT
Par Value
39. Loan deal in which the actual lender may not be known to the borrower.
Indirect Car Loan
Exemptions
Incentives
Secured Debt
40. The excess of revenues over outlays in a given period of time (including depreciation and other non-cash expenses)
Profit
Index Fund
Indirect Car Loan
Loan Shark
41. Funds that are often times traded through a stock exchange (NYSE)
Index Fund
1040 EZ tax form
Exchange-Traded Funds
Personal Budget
42. A delay in enforcing rights or claims or privileges
Forbearance
Collectibles
Exemptions
Estate Planning
43. A delay in enforcing rights or claims or privileges
Annual Fee
Deductions
Forbearance
Estate Planning
44. Bring into consonance or accord - to agree on terms
Retirement Planning
Bankruptcy
Reconcile
Insurance
45. Place to create a savings account.
Savings Register
Liability
Financial Goals
Taxable Income
46. Preparing a plan for transferring property during one's lifetime and at one's death
Estate Planning
FICA
Payday Loan
Line of Credit
47. A debt not backed by specific property to satisfy the indebtedness in case of default.
Unsecured Debt
Present Value
Coupon Rate
Mutual Funds
48. Payment for insurance
Premium
Billing Statement
Will
Securities
49. Concern for ones own well being and advantages
Financial Statements
Pay Period
Stock Symbol
Self-Interest
50. The amount of tax owed
Consequence
Tax Liability
Savings Register
Vesting