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Test your basic knowledge |
Wealth Management
Start Test
Study First
Subjects
:
personal-finance
,
business-skills
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 maximum credit that a customer is allowed
Personal Budget
Inflation
Line of Credit
Insolvent
2. Preparing a plan for transferring property during one's lifetime and at one's death
1040 tax form
Bank Statement
Estate Planning
Certificates of Deposit
3. Financial reports that summarize the financial condition and operations of a business
Premium
Gross Income
Expenses
Financial Statements
4. A business activity that changes assets - liabilities - or owner's equity
Income
Will
Transaction
Liability
5. A bank - credit union - savings and loan - or other organization that offers services related to saving and borrowing money
Financial Institution
Unsecured Debt
Beneficiary
Money Market Accounts
6. The process of managing one's assets and wealth
Wealth Management
Executor
Compound Interest
Lending Investments
7. An evaluation by a rating company of the probability that a particular bond issue will default
Index Fund
Mutual Funds
Financial Statements
Bond Rating
8. Savings account that pays market rate or better interest and allows access to funds without penalty.
Foreclosure
Money Market Accounts
Exemption
Distribution
9. The financial gain (earned or unearned) accruing over a given period of time
Personal Budget
SEC Filings
Income
Salary
10. An amount that credit card companies can charge for the use of a credit card.
Unsecured Debt
Allocation
Personal Allowances
Annual Fee
11. A record of checks written and deposits made in a checking account - kept by the depositor
Balance
Pay Period
Checkbook Register
Reconcile
12. A technique to gain personal information for the purpose of identity theft - usually by means of fraudulent e-mail
Phishing
Withdrawal
Pension
Bankruptcy
13. Certificates that represent money the government has borrowed from private citizens
Financial Goals
Bonds
Taxable Income
Wage
14. Financial organization that pools people's money and invests it
Wealth Management
Inflation
Stock Symbol
Mutual Funds
15. A periodic statement prepared by a bank for each client
Values
Coverage
Bank Statement
Wealth Management
16. A bond with zero discounts
Stock Exchanges
Property Rights
Credit
Zero-Coupon Bond
17. The extent to which something is covered
Transaction Fee
Savings Register
Coverage
Annual Fee
18. Profits paid to investors
dividends
Trade-off
Par Value
Financial Goals
19. A loan in which the rate can be altered to adjust to economical need
Salary
Adjustable-Rate Loan
Savings Account
Deduction
20. Production of a certain amount
Adjusted Gross Income
Yield
Balance Sheet
Time value of money
21. The standard IRS form for individual tax returns.
Financial Goals
1040 tax form
Usury
Deposit
22. A loan that is paid off in a fixed rate over a period of time
Fixed-Rate Loan
Ownership Investments
Financial Needs
Interest Rate
23. Financial reports that summarize the financial condition and operations of a business
Financial Statements
Compound Interest
Foreclosure
Reconcile
24. The shares available to sell/buy
Shares Outstanding
Mutual Funds
Foreclosure
Personal Budget
25. An accounting entry acknowledging income or capital items
Beneficiary
APR
Financial Needs
Credit
26. The excess of revenues over outlays in a given period of time (including depreciation and other non-cash expenses)
Stockholders' Equity
Investing
Resources
Profit
27. An act of economizing
Preferred Stock
Late Fee
Saving
Decison-making
28. The time interval between the deposit of a check in a bank and its payment
Checkbook Register
Vesting
Float
Preferred Stock
29. 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
Annual Fee
Interest
SEC Filings
Exemptions
30. The legal proceedings initiated by a creditor to repossess the collateral for loan that is in default
Billing Statement
Foreclosure
Balance
401 K
31. The percentage of a sum of money charged for its use
Indirect Car Loan
Interest Rate
Insurance
Return
32. Something that is made open or revealed
Disclosure
Yield
Adjustable-Rate Loan
Coupon Rate
33. Debt backed by a mortgage - pledge of collateral - or other lien; debt for which the creditor has the right to pursue specific pledged property upon default. Examples include home mortgages - auto loans and tax liens.
Secured Debt
Interest Rate
Values
Savings Register
34. Things that incite or spur to action; rewards or reasons for performing a task.
401 K
Bankruptcy
Incentives
Preferred Stock
35. A loan where the payment is acheived through interest
Stocks
Salary
Lien
Interest-Only Loan
36. The amount accruing to the corporations owners
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37. Electronic Funds Transfer
Decison-making
EFT
Transaction Fee
Bank Statement
38. The recipient of funds or other benefits
Money Market Accounts
Property Rights
Unsecured Loan
Beneficiary
39. The amount accruing to the corporations owners
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40. A legal document declaring a person's wishes regarding the disposal of their property when they die
Total Debt
Exchange-Traded Funds
Will
Predatory Lending
41. A regular payment to a person that iis intended to allow them to subsist without working
Cannibalizing assets
Total Debt
Interest Rate
Pension
42. The legal proceedings initiated by a creditor to repossess the collateral for loan that is in default
Foreclosure
Income Statement
Adjusted Gross Income
Nonprofit Organization
43. Increase of an amount of money as a result of interest or dividends earned - directly corresponds with inflation
Tax Liability
Time value of money
Payday Loan
Property Rights
44. The co-option of another person's personal information (e.g. - name - social security number - credit card number - passport) without that person's knowledge and the fraudulent use of such knowledge
Asset Allocation
Identity Theft
Annual Report
Expenses
45. Anything that is used to produce goods or services
Wage
Resources
Premium
Shares Outstanding
46. The economical needs of an individual
Face Value
Financial Needs
Risk
Phishing
47. Protection against future loss
Gross Income
Insurance
EFT
Interest Rate
48. Diagnosis Codes (in CCB Popup if more then 5 codes)
Unsecured Debt
Adjustable-Rate Loan
I-9
Interest
49. A bank account that accumulates interest
Savings Account
SEC Filings
Exchange-Traded Funds
I-9
50. Items which the IRS allows to be subtracted from your gross taxable income in order to determine your taxable income.
Debit
Checkbook Register
Deductions
Resources
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