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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. 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






2. An extra charge for various credit activities such as using an ATM or receiving a cash advance






3. The recipient of funds or other benefits






4. Arrangement for deferred payment for goods and services






5. Stock whose holders are guaranteed priority in the payment of dividends but whose holders have no voting rights






6. The date on which a financial obligation must be repaid






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






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






9. Someone who lends money at excessive rates of interest






10. Protection against future loss






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






12. The financial gain (earned or unearned) accruing over a given period of time






13. Profits paid to investors






14. Place to create a savings account.






15. The amount accruing to the corporations owners

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16. An accounting entry acknowledging sums that are owing






17. An act of economizing






18. A loan backed by something valuable - such as property






19. 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.






20. A loan in which the rate can be altered to adjust to economical need






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






22. Someone who lends money at excessive rates of interest






23. An evaluation by a rating company of the probability that a particular bond issue will default






24. The standard IRS form for individual tax returns.






25. The sum of all bonds issued by the municipality and subtracts self-supporting debt from the figure






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






27. The maximum credit that a customer is allowed






28. Place to create a savings account.






29. A record of checks written and deposits made in a checking account - kept by the depositor






30. A clause in an insurance policy that relieves the insurer of responsibility to pay the initial loss up to a stated amount






31. Increase of an amount of money as a result of interest or dividends earned - directly corresponds with inflation






32. The amount of tax owed






33. 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






34. Electronic Funds Transfer






35. Funds that pay part of their distributions out of principal cannibalize their assets. This depletes the fund's asset base. Funds cannibalize assets to maintain a dividend and keep shareholders happy. However - like feeding a cow its own milk - this p






36. A bond with zero discounts






37. The letters used to identify listed companies on the securities exchanges where they are traded (DPS) Dr. Pepper Snapple Group






38. The financial gain (earned or unearned) accruing over a given period of time






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






40. Shares of ownership in a company






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






42. Whatever must be given up to obtain some item






43. Certificates that represent money the government has borrowed from private citizens






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






45. Programs aimed at helping employees integrate - assimilate - and transition to new jobs






46. Is your gross income after certain reductions have been made






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






48. A fixed charge for borrowing money






49. A deduction allowed to a taxpayer because of his status (having certain dependents or being blind or being over 65 etc.)






50. Anything that is used to produce goods or services







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Can you answer 50 questions in 15 minutes?


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