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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. A form of bankruptcy that allows you to erase most of your debt.
real estate
credit history
chapter 7
portfolio
2. A form of bankruptcy that allows you to repay many of your debts over a period of time - usually no more than five years.
bankruptcy
chapter 13
delayed gratification
stock
3. The amount a corporation borrowed in a bond situation
yield
principal
savings
Temporary investment
4. Standard and Poor's and Moody's
over-the-limit fee
spending plan
risk
well-known investor services
5. An electronic machine that bank customers and credit union members can use to withdraw cash and make other financial transactions.
time value of money
state income tax
mutual funds
ATM - Automatic Teller Machine
6. A summary of a person's borrowing and repayment history.
chapter 13
credit history
social security tax
share draft account
7. A bank account against which the depositor can draw checks payable on demand.
risk management
checking account
credit history
diversification
8. A government sector that requires all public corporations to make annual reports available to their stockholders
Securities and Exchange Commission
stocks
grace period
share account
9. A clause included in many credit card company agreements that allows a credit card company to increase your interest rate if you make just one late payment.
universal default
over-the-limit fee
annual fee
budget
10. The process of dealing with the chance of a potential personal or financial loss.
checking account
maturity date
risk management
annual fee
11. Smaller decisions that can result from a major decision.
credit score
satellite decisions
origination fee
maturity date
12. The willingness to give up something you want now in return for something better in the future.
US Treasury Bonds
delayed gratification
bankruptcy
debit card
13. Things that add comfort and pleasure to your life but you can live without if you need to.
savings account
pay yourself first - P.Y.F.
wants
stock market
14. A general and progressive increase in prices
debit card
penny stocks
inflation
mutual funds
15. The use of long-term savings to earn a financial return
capital gain
Investing
pay yourself first - P.Y.F.
chapter 7
16. The probability that injury - damage - or loss will occur.
chapter 7
risk
career
political risk
17. Earning interest on interest.
Personal Identification Number - PIN
speculative investments
bankruptcy
compounding interest rate
18. A form of bankruptcy that allows you to repay many of your debts over a period of time - usually no more than five years.
share draft account
credit score
Investing
chapter 13
19. A payroll deduction collected by employers by law and sent to the state government to support state services.
Rule of 72
mutual fund
state income tax
dollar cost average
20. A fee charged to a borrower (especially for a mortgage loan) to cover the costs of initiating the loan.
origination fee
Personal Identification Number - PIN
mutual funds
wants
21. Uncontrollable and unpredictable events that cause an investment to lose value
spending plan
bond
coverage limit
non-market risk
22. Earning interest on interest.
compounding interest rate
career
APR - Average Percentage Rate
periodic or occasional expenses
23. The unique passcode number you use to get access to your savings and/or checking account
Personal Identification Number - PIN
origination fee
savings
chapter 13
24. The credit union term for a savings account.
savings
cash flow
rate of return
share account
25. Uncontrollable and unpredictable events that cause an investment to lose value
yield
credit score
non-market risk
financial advisers
26. Associated with owning stock of only one company
US Treasury Bonds
spending plan
credit history
company risk
27. A card that is used to deduct a purchase amount directly from your checking account instead of drawing on a line of credit; also called 'check card.'
credit score
share draft account
debit card
checking account
28. An electronic machine that bank customers and credit union members can use to withdraw cash and make other financial transactions.
ATM - Automatic Teller Machine
political risk
market risk
yield
29. Investment choices that will be re-evaluated within a year or less
principal
Temporary investment
variable expenses
spending plan
30. The idea that money today is worth more than the same amount of money in the future due to its potential earning capacity.
opportunity cost
short term goal
time value of money
collectibles
31. A mathematical method that can be used to show how long it will take to double your money in an investment simply by dividing 72 by the rate of interest.
company risk
strategic investing
mutual funds
Rule of 72
32. The total amount of what it costs you to use credit in a given year. It is expressed as a percentage of the amount borrowed.
APR - Average Percentage Rate
tax deferred
dividend
interest
33. Pooling of money from many investors to buy a large & diverse selection of securities
mutual funds
principal
credit history
municipal bonds
34. A summary of a person's borrowing and repayment history.
portfolio
interest-rate risk
compounding interest rate
credit history
35. A unit of ownership in a corporation
grace period
stocks
cash flow
real estate
36. A formal contract to repay borrowed money with interest at fixed intervals
stock market
mutual fund
portfolio
bond
37. A financial institution owned by its members that provides savings and checking accounts and other services to its membership at low fees.
inflation
social security tax
investing risk
credit union
38. Bold and high-risk investments
speculative investments
bond
credit limit
systematic investing
39. A unit of ownership in a corporation
principal
stocks
annuities
well-known discount brokers
40. Movement of money you receive and the money you spend
cash flow
delayed gratification
spyware
capital gain
41. A payroll deduction collected by employers by law and sent to the federal government to provide a small income and other services to the elderly - disabled Americans - and orphaned minors.
annual fee
coverage limit
well-known investor services
social security tax
42. The entire amount of money you owe to lenders
well-know financial magazines
debt
APR - Average Percentage Rate
well-known investor services
43. Investors who are afraid to make investments
penny stocks
values
budget
risk averse
44. The amount a corporation borrowed in a bond situation
financial pages
wants
dividend
principal
45. A technique used for estimating the number of years required to double your money at a given rate
debit card
US Treasury Notes
investing risk
Rule of 72
46. Losses in an investment as a result of the business cycle
market risk
inflation
share draft account
pay yourself first - P.Y.F.
47. US treasury security that matures in 30 years
cash flow
US Treasury Bonds
rate of return
savings
48. The profit from an investment.
well-know full-service brokers
US Treasury Bills
yield
bankruptcy
49. An investment security that is actually a diversified portfolio of equities - bonds or other securities. Investors purchase shares and can sell them at any time.
spyware
credit score
principal
mutual fund
50. Property consisting of houses and land
APR - Average Percentage Rate
Temporary investment
collectibles
real estate