Test your basic knowledge |

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 amount of tax owed






2. Short-term and Long-term objectives that are driven by values.






3. Financial reports that summarize the financial condition and operations of a business






4. Give back (tax return)






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






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






7. Something that is made open or revealed






8. Loan where the lender goes through the borrower






9. Shares of ownership in a company






10. Receiving money for loaning money






11. 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.






12. 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






13. Having honest intentions






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






15. The recipient of funds or other benefits






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






17. Act of combinging all debts into one monthly payment - typically extending the terms and the length of time required to repay the debt






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






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






20. A loan where the payment is acheived through interest






21. A share set aside for a specific purpose






22. Place to create a savings account.






23. Maintain by writing regular records






24. The recipient of funds or other benefits






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






26. Maintain by writing regular records






27. A regular payment to a person that iis intended to allow them to subsist without working






28. Income on which tax must be paid; total income minus exemptions and deductions






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






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






31. The money paid for employee services






32. The money(usually a set amount) given to an individual to spend






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






34. A loan where a borrower gets a cash advanced based on his paycheck. These loans generally must be repaid on the next payday.






35. Compute credits and debits of an account






36. Electronic Funds Transfer






37. An obligation to pay money to another party






38. Items of personal interest to collectors that can increase in value in the future






39. Something that is made open or revealed






40. A debt not backed by specific property to satisfy the indebtedness in case of default.






41. By planning ahead you can ensure financial stability during your retirement.






42. A business activity that changes assets - liabilities - or owner's equity






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






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






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






46. Money paid to a worker






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






48. 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.






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






50. The excess of revenues over outlays in a given period of time (including depreciation and other non-cash expenses) The income that is received







Sorry!:) No result found.

Can you answer 50 questions in 15 minutes?


Let me suggest you:

Browse all subjects

Browse all tests

Most popular tests



Major Subjects

Tests & Exams


AP
CLEP
DSST
GRE
SAT
GMAT

Browse all subjects

Browse all tests

Most popular tests