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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 time interval between the deposit of a check in a bank and its payment






2. 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.






3. Someone who has insufficient assets to cover their debts






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






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






6. The interest rate that a bond issuer will pay to a bondholder






7. A bond with zero discounts






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






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






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






11. Payment for insurance






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






13. A specific plan for spending your income






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






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






16. The period covered by a salary payment






17. The act of proving that an instrument purporting to be a will was signed and executed in accord with legal requirements






18. Something of value; a resource; an advantage






19. The standard IRS form for individual tax returns.






20. All costs or bills related to the business






21. Money paid to a worker






22. Concern for ones own well being and advantages






23. The amount accruing to the corporations owners

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24. 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.






25. The money paid for employee services






26. Something that is made open or revealed






27. Anything that is used to produce goods or services






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






29. The outcome of an event especially as relative to an individual






30. 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






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






32. A debt; something disadvantageous






33. 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






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






35. All costs or bills related to the business






36. An accounting entry acknowledging income or capital items






37. The recipient of funds or other benefits






38. A technique to gain personal information for the purpose of identity theft - usually by means of fraudulent e-mail






39. The act of lending money at an exorbitant rate of interest






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






41. The process of managing one's assets and wealth






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






43. A long-term loan extended to someone who buys property






44. The standard IRS form for individual tax returns.






45. Diagnosis Codes (in CCB Popup if more then 5 codes)






46. Production of a certain amount






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






48. The act of lending money at an exorbitant rate of interest






49. Protection against future loss






50. The rights of an individual to own - use - rent - invest in - buy - and sell property.







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Can you answer 50 questions in 15 minutes?


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