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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. The process of making a decision - usually complex
Decison-making
Scarcity
Issuer
Deduction
2. Business organizations that accommodate the buying and selling of securities.
Stock Table
Income
Saving
Stock Exchanges
3. Having honest intentions
Deductions
Good Faith
Incentives
Total Assets
4. A venture undertaken without regard to possible loss or injury
Risk
Mortage
Insurance
Incentives
5. Income on which tax must be paid; total income minus exemptions and deductions
Taxable Income
Money Market Accounts
Good Faith
Interest Rate
6. Compute credits and debits of an account
Income
Balance
Executor
Premium
7. Something of value; a resource; an advantage
Net Income
Asset
Coverage
Saving
8. Items of personal interest to collectors that can increase in value in the future
Collectibles
Identity Theft
Wealth Management
Index Fund
9. The distribution of investment funds among broad classes of assets.
Stockholders' Equity
Asset Allocation
Tax Liability
EFT
10. Programs aimed at helping employees integrate - assimilate - and transition to new jobs
On-Boarding
Good Faith
Transaction Fee
Retirement Planning
11. A yearly statement of the financial condition - progress - and expectations of an organization
Saving
Wage
Annual Report
1040 tax form
12. Prompt payment for goods or services in currency or by check
Index Fund
Collectibles
Float
Cash
13. Limited quantities of resources to meet unlimited wants
Loan
Wage
FICA
Scarcity
14. Someone who lends money at excessive rates of interest
Exemption
Loan Shark
Financial Needs
Lending Investments
15. The financial gain (earned or unearned) accruing over a given period of time
Self-Interest
Time value of money
Exemptions
Income
16. A payment given as a guarantee that an obligation will be met
Line of Credit
Disclosure
Maturity Date
Deposit
17. A document - usually containing financial data - that a company delivers to the SEC and - thereby - to the public.
Rent
Financial Needs
SEC Filings
Savings Register
18. The fee - expressed as a percentage - a borrower owes for the use of a creditor's money. At an interest rate of 10% - a borrower would pay $110 for $100 borrowed.
Interest Rate
Tax Liability
Exemption
Beneficiary
19. Whatever must be given up to obtain some item
Debt Consolidation
Opportunity Cost
Beneficiary
Bank Statement
20. A regular payment to a person that iis intended to allow them to subsist without working
Indirect Car Loan
Financial Goals
Pension
Mortage
21. Someone who lends money at excessive rates of interest
Ownership Investments
Resources
Loan Shark
Payday Loan
22. A tax-deferred investment and savings plan that acts as a personal pension fund for employees
Issuer
Coupon Rate
Gross Income
401 K
23. A legal document declaring a person's wishes regarding the disposal of their property when they die
Consequence
Will
Savings Account
Probate
24. The money paid for employee services
Salary
Ownership Investments
Probate
Par Value
25. Payment for insurance
Credit
1040 EZ tax form
Premium
1040 tax form
26. The commercial activity of transporting and selling goods from a producer to a consumer
Distribution
Common Stock
Mutual Funds
Statement of Cash Flows
27. The act of reducing the selling price of merchandise
Interest
Exemption
Disclosure
Deduction
28. Shares of ownership in a company
Transaction Fee
Collectibles
Taxable Income
Stocks
29. The period covered by a salary payment
Direct Car Loan
Pay Period
Identity Theft
Interest
30. Maintain by writing regular records
Asset Allocation
Forbearance
Maintain
Adjustable-Rate Loan
31. Stock whose holders are guaranteed priority in the payment of dividends but whose holders have no voting rights
Interest-Only Loan
Saving
SEC Filings
Preferred Stock
32. Something that is made open or revealed
I-9
Float
Cash
Disclosure
33. Increase of an amount of money as a result of interest or dividends earned - directly corresponds with inflation
Market Capitalization
Trade-off
Beneficiary
Time value of money
34. An accounting entry acknowledging income or capital items
Unsecured Debt
Scarcity
Adjusted Gross Income
Credit
35. 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
I-9
Identity Theft
Market Capitalization
APR
36. A financial statement that gives operating results for a specific period
Issuer
Transfer Payments
Reconcile
Income Statement
37. Grant use or occupation of under a term of contract
Rent
Face Value
Pay Period
Inflation
38. Preparing a plan for transferring property during one's lifetime and at one's death
Estate Planning
Lending Investments
Shares Outstanding
Statement of Cash Flows
39. Loan where the lender goes through the borrower
Direct Car Loan
Decison-making
Debit
Property Rights
40. Making money for owning something
Ownership Investments
Billing Statement
Executor
Deposit
41. The sum of all bonds issued by the municipality and subtracts self-supporting debt from the figure
Checkbook Register
Taxable Income
Executor
Total Debt
42. Profits paid to investors
Mutual Funds
Money Market Accounts
dividends
Secured Debt
43. Financial organization that pools people's money and invests it
Inflation
Will
Wage
Mutual Funds
44. Is your gross income after certain reductions have been made
Personal Budget
Lending Investments
Adjusted Gross Income
Deductible
45. The recipient of funds or other benefits
Tax Liability
Loan Shark
Beneficiary
Gross Income
46. A general and progressive increase in prices
Debt Consolidation
Inflation
Asset Allocation
Risk
47. The economical needs of an individual
Financial Needs
Preferred Stock
Annual Report
Net Income
48. The sum of current - fixed and intangible assets - which represents everything of value that is owned by the company
Interest
Executor
Collectibles
Total Assets
49. Arrangement for deferred payment for goods and services
Tax Liability
Values
Deduction
Credit
50. An obligation to pay money to another party
Self-Interest
Personal Budget
Personal Allowances
Liability
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