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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. Uncontrollable and unpredictable events that cause an investment to lose value
non-market risk
savings
interest
debt
2. The date on which the borrowed money must be repaid
origination fee
maturity date
futures
corporate bonds
3. The right & not the obligation & to buy or sell commodities or stocks for a specific price on a specific date
options
coverage limit
well-know financial magazines
corporate bonds
4. The unique passcode number you use to get access to your savings and/or checking account
short term goal
risk averse
well-known investor services
Personal Identification Number - PIN
5. An electronic machine that bank customers and credit union members can use to withdraw cash and make other financial transactions.
ATM - Automatic Teller Machine
risk averse
options
stock market
6. A technique used for estimating the number of years required to double your money at a given rate
Rule of 72
credit score
values
social security tax
7. The value of What is given up when you choose one option over another.
periodic or occasional expenses
opportunity cost
deductible
discount brokers
8. The place where stocks are bought and sold.
Investing
principal
stock market
risk
9. On a credit card - the length of time you have before you start accumulating interest on an unpaid balance.
credit union
spyware
chapter 7
grace period
10. A form of bankruptcy that allows you to repay many of your debts over a period of time - usually no more than five years.
chapter 13
annual fee
bond
real estate
11. Property consisting of houses and land
real estate
share draft account
ATM - Automatic Teller Machine
futures
12. 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.
social security tax
US Treasury Bills
permanent investment
penny stocks
13. A for-profit company that is owned by its stockholders and provides savings and checking accounts and other financial services to its customers.
bank
speculative investments
annuities
risk
14. Maximum amount of credit a lender will extend to a customer.
credit union
company risk
credit limit
satellite decisions
15. Uncontrollable and unpredictable events that cause an investment to lose value
non-market risk
wants
speculative investments
well-known financial newspapers
16. 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.'
Rule of 72
debit card
dollar cost average
US Treasury Notes
17. The credit union term for a savings account.
universal default
speculative investments
share account
deductible
18. The belief - qualities - or standards that you consider important or desirable.
checking account
portfolio
ATM - Automatic Teller Machine
values
19. A bank account against which the depositor can draw checks payable on demand.
well-know financial magazines
debt
checking account
full-service broker
20. Is a numerical rating - based on credit report information that represents a person's level of creditworthiness
spyware
over-the-limit fee
tax deferred
credit score
21. A goal to be achieved within the next three months.
credit
share draft account
short term goal
annuities
22. Coins & art & memorabilia or other items that are popular from time to time
chapter 13
ATM - Automatic Teller Machine
periodic or occasional expenses
collectibles
23. Smaller decisions that can result from a major decision.
dividend
social security tax
satellite decisions
mutual fund
24. Regular and planned investments
real estate
variable expenses
bankruptcy
systematic investing
25. Merrill Lynch & Fidelity Investments & American Express
over-the-limit fee
Securities and Exchange Commission
principal
well-know full-service brokers
26. US treasury security that matures from a few days to one year
stock
US Treasury Bills
debt
annuities
27. Things that add comfort and pleasure to your life but you can live without if you need to.
origination fee
dividend
yield
wants
28. A spending plan for managing money during a given period of time.
budget
US Treasury Bills
debit card
yield
29. The probability that injury - damage - or loss will occur.
risk
phishing
coverage limit
well-known discount brokers
30. Merrill Lynch & Fidelity Investments & American Express
well-know full-service brokers
annual fee
Series EE Savings Bond
futures
31. Associated with owning stock of only one company
options
futures
well-known discount brokers
company risk
32. Investors who take to take chances
interest-rate risk
risk taker
share account
grace period
33. Investment choices that will be re-evaluated within a year or less
put-and-take account
bank
Series EE Savings Bond
Temporary investment
34. Property consisting of houses and land
real estate
origination fee
phishing
industry risk
35. The difference between a higher selling price and a lower purchase price - resulting in a financial gain for the seller
APR - Average Percentage Rate
capital gain
inflation
options
36. A legal process to get out of debt when you can no longer make all your required payments.
bankruptcy
credit report
diversification
permanent investment
37. Amount of money that is set aside for future purchases
bankruptcy
US Treasury Bills
futures
savings
38. The willingness to give up something you want now in return for something better in the future.
well-know financial magazines
credit
delayed gratification
municipal bonds
39. The amount a corporation borrowed in a bond situation
career
Series EE Savings Bond
mutual fund
principal
40. Actions that the government might take that would reduce the value of an investment
mutual fund
time value of money
credit report
political risk
41. The chance that an investment's value will decrease
investor services
well-know full-service brokers
investing risk
strategic investing
42. Movement of money you receive and the money you spend
corporate bonds
cash flow
Series EE Savings Bond
annuities
43. Debt obligations of corporations
corporate bonds
well-known discount brokers
non-market risk
mutual fund
44. Low-priced stocks of small companies that have no track record
penny stocks
credit score
annual fee
well-known investor services
45. Spreading risk among many types of investments; one way to minimize risk
systematic investing
Series I Savings Bond
diversification
bank
46. A general and progressive increase in prices
industry risk
municipal bonds
inflation
credit limit
47. Bonds designed for investors wanting to protect again inflation losses
rate of return
industry risk
periodic or occasional expenses
Series I Savings Bond
48. Earning interest on interest.
compounding interest rate
bond
pay yourself first - P.Y.F.
annual fee
49. On a credit card - the length of time you have before you start accumulating interest on an unpaid balance.
diversification
wants
grace period
capital loss
50. The setting aside of money for future use or other investments
inflation
US Treasury Notes
pay yourself first - P.Y.F.
financial advisers