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Test your basic knowledge |
Financial Literacy Basics
Start Test
Study First
Subjects
:
literacy
,
personal-finance
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. Coins & art & memorabilia or other items that are popular from time to time
well-know financial magazines
collectibles
bankruptcy
US Treasury Bonds
2. Amount of money that is set aside for future purchases
tax deferred
savings
risk taker
put-and-take account
3. Summary of a corporation's financial condition
social security tax
Series I Savings Bond
annual report
rate of return
4. A for-profit company that is owned by its stockholders and provides savings and checking accounts and other financial services to its customers.
Rule of 72
interest-rate risk
bank
US Treasury Notes
5. The unique passcode number you use to get access to your savings and/or checking account
Personal Identification Number - PIN
spending plan
chapter 7
social security tax
6. A chosen pursuit - profession - or occupation
US Treasury Bonds
stock market
spending plan
career
7. Earning interest on interest.
compounding interest rate
checking account
short term goal
Rule of 72
8. A form of bankruptcy that allows you to repay many of your debts over a period of time - usually no more than five years.
real estate
chapter 13
options
chapter 7
9. Investing with a series of regular payments; usually associated with life insurance companies
annuities
non-market risk
portfolio
non-market risk
10. Brokers who provide clients with analysis and opinions
phishing
full-service broker
bond
Investing
11. Investors who take to take chances
satellite decisions
savings
corporate bonds
risk taker
12. The process of dealing with the chance of a potential personal or financial loss.
risk management
speculative investments
market risk
satellite decisions
13. Actions that the government might take that would reduce the value of an investment
principal
political risk
savings
annuities
14. The amount a corporation pays at a fixed amount when repaying a bond
interest
mutual fund
diversification
discount brokers
15. The setting aside of money for future use or other investments
pay yourself first - P.Y.F.
spending plan
Personal Identification Number - PIN
principal
16. A technique used for estimating the number of years required to double your money at a given rate
Rule of 72
diversification
values
inflation
17. An electronic machine that bank customers and credit union members can use to withdraw cash and make other financial transactions.
Personal Identification Number - PIN
ATM - Automatic Teller Machine
values
interest-rate risk
18. Bold and high-risk investments
savings account
interest
speculative investments
credit history
19. The willingness to give up something you want now in return for something better in the future.
delayed gratification
spending plan
career
systematic investing
20. Debt obligations of state or local governments
savings account
portfolio
discount brokers
municipal bonds
21. On a credit card - the length of time you have before you start accumulating interest on an unpaid balance.
grace period
rate of return
debit card
universal default
22. Brokers who provided little or no information to clients
annuities
variable expenses
discount brokers
Rule of 72
23. Charles Schwab & TD Ameritrade & E*TRADE
well-known discount brokers
risk averse
Rule of 72
penny stocks
24. Smaller decisions that can result from a major decision.
principal
phishing
interest-rate risk
satellite decisions
25. Is a numerical rating - based on credit report information that represents a person's level of creditworthiness
systematic investing
phishing
credit union
credit score
26. The chance that inflation will rise faster than the rate of return on an investment
yield
Personal Identification Number - PIN
credit limit
interest-rate risk
27. A formal contract to repay borrowed money with interest at fixed intervals
corporate bonds
collectibles
time value of money
bond
28. A form of bankruptcy that allows you to erase most of your debt.
options
cash flow
chapter 7
risk management
29. The setting aside of money for future use or other investments
pay yourself first - P.Y.F.
portfolio
annual fee
bank
30. Management of investment alternatives to maximize the growth of your portfolio
systematic investing
well-known investor services
well-know full-service brokers
strategic investing
31. Actions that the government might take that would reduce the value of an investment
rate of return
compounding interest rate
bond
political risk
32. Regular and planned investments
pay yourself first - P.Y.F.
systematic investing
dividend
state income tax
33. Associated with owning stock of only one company
company risk
collectibles
spyware
well-known financial newspapers
34. An electronic machine that bank customers and credit union members can use to withdraw cash and make other financial transactions.
ATM - Automatic Teller Machine
cash flow
well-know financial magazines
options
35. The process of dealing with the chance of a potential personal or financial loss.
share account
systematic investing
risk management
periodic or occasional expenses
36. The practice of investing a fixed amount into the same investment at regular intervals - regardless of what the stock market is doing.
dollar cost average
variable expenses
yield
coverage limit
37. A payroll deduction collected by employers by law and sent to the state government to support state services.
state income tax
stocks
budget
mutual funds
38. The practice of investing a fixed amount into the same investment at regular intervals - regardless of what the stock market is doing.
risk management
values
dollar cost average
APR - Average Percentage Rate
39. Pooling of money from many investors to buy a large & diverse selection of securities
dollar cost average
mutual funds
Series I Savings Bond
wants
40. The probability that injury - damage - or loss will occur.
bond
well-know financial magazines
stocks
risk
41. Uncontrollable and unpredictable events that cause an investment to lose value
Personal Identification Number - PIN
financial advisers
spyware
non-market risk
42. A bank account against which the depositor can draw checks payable on demand.
Investing
spending plan
non-market risk
checking account
43. A term that describes investments on which earnings are not taxed until retirement
deductible
credit history
spending plan
tax deferred
44. People trained to give investment advise based on your goals & age & lifestyle & etc
investor services
financial advisers
corporate bonds
stocks
45. Is a numerical rating - based on credit report information that represents a person's level of creditworthiness
credit score
variable expenses
annual fee
well-know financial magazines
46. An amount of money that is loaned on trust with the expectation that it will be repaid at a later date.
industry risk
cash flow
credit union
credit
47. An amount of money that is loaned on trust with the expectation that it will be repaid at a later date.
annual report
mutual funds
credit
state income tax
48. Associated with owning stock of similar groups of businesses
industry risk
annual report
annual fee
municipal bonds
49. Business Weekly & Forbes & Money
annuities
well-know financial magazines
systematic investing
non-market risk
50. A detailed record of your personal credit and financial transactions.
investor services
well-know full-service brokers
risk taker
credit report