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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. Production of a certain amount






2. The percentage of a sum of money charged for its use






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






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






5. Shares of ownership in a company






6. A payment given as a guarantee that an obligation will be met






7. A financial statement that gives operating results for a specific period






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






9. A document - usually containing financial data - that a company delivers to the SEC and - thereby - to the public.






10. Money paid to a worker






11. The legal proceedings initiated by a creditor to repossess the collateral for loan that is in default






12. Electronic Funds Transfer






13. 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






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






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






16. Loan deal in which the actual lender may not be known to the borrower.






17. Interest calculated on both the principal and the accrued interest






18. A legal document declaring a person's wishes regarding the disposal of their property when they die






19. A bond with zero discounts






20. A venture undertaken without regard to possible loss or injury






21. A trust taking effect during the lifetime of a trustor. Also called an inter vivos trust.






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






23. Savings account that pays market rate or better interest and allows access to funds without penalty.






24. Give back (tax return)






25. Receiving money for loaning money






26. Stock other than preferred stock






27. The apparent worth as opposed to the real worth






28. The amount accruing to the corporations owners

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29. A payment given as a guarantee that an obligation will be met






30. An estimation of the value of a business that is obtained by multiplying the number of shares outstanding by the current price of a share






31. 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.






32. The withholding form each new employee fills out - stating the number of exemptions. the more exemptions listed - the less withholding tax will be taken from the paycheck.






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






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






35. A bank - credit union - savings and loan - or other organization that offers services related to saving and borrowing money






36. 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






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






38. Receiving money for loaning money






39. The act of taking out money or other capital






40. The maximum credit that a customer is allowed






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






42. Place to create a savings account.






43. Cash payments made by the government to people who do not supply goods - services - or labor in exchange for these payments. They include Social Security benefits - veterans' benefits - and welfare payments.






44. Grant use or occupation of under a term of contract






45. Profits paid to investors






46. The withholding form each new employee fills out - stating the number of exemptions. the more exemptions listed - the less withholding tax will be taken from the paycheck.






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






48. The recipient of funds or other benefits






49. Cash payments made by the government to people who do not supply goods - services - or labor in exchange for these payments. They include Social Security benefits - veterans' benefits - and welfare payments.






50. Time deposits that state the amount of the deposit - maturity - and rate of intrest being paid







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