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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. A periodic statement prepared by a bank for each client






2. All of the investments - including stocks - bonds - mutual funds - options - and commodities - that are traded.






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






4. The letters used to identify listed companies on the securities exchanges where they are traded (DPS) Dr. Pepper Snapple Group






5. A document - usually containing financial data - that a company delivers to the SEC and - thereby - to the public.






6. Funds that are often times traded through a stock exchange (NYSE)






7. The act of taking out money or other capital






8. A record of the financial situation of an institution on a particular date by listing its assets and the claims against those assets






9. The period covered by a salary payment






10. All costs or bills related to the business






11. The amount accruing to the corporations owners

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






13. Having honest intentions






14. Preparing a plan for transferring property during one's lifetime and at one's death






15. The shares available to sell/buy






16. A bank account that accumulates interest






17. A loan where the payment is acheived through interest






18. The date on which a financial obligation must be repaid






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






20. The excess of revenues over outlays in a given period of time (including depreciation and other non-cash expenses)






21. A mutual fund that invests in the stocks that are the basis of a well-known stock or bond index






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






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






24. Someone who lends money at excessive rates of interest






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






26. A legal process intended to insure equality among the creditors of a corporation declared in bankruptcy






27. The legal proceedings initiated by a creditor to repossess the collateral for loan that is in default






28. An evaluation by a rating company of the probability that a particular bond issue will default






29. The money paid for employee services






30. Institution that functions much like a business - but does not operate for the purpose of generating profits






31. Receiving money for loaning money






32. A financial statement that gives operating results for a specific period






33. A bank - credit union - savings and loan - or other organization that offers services related to saving and borrowing money






34. A venture undertaken without regard to possible loss or injury






35. Arrangement for deferred payment for goods and services






36. The date on which a financial obligation must be repaid






37. The amount of money you would need to deposit now in order to attain a desired amount in the future






38. A tax-deferred investment and savings plan that acts as a personal pension fund for employees






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






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






41. A bond with zero discounts






42. Loan deal in which the actual lender may not be known to the borrower.






43. The act of proving that an instrument purporting to be a will was signed and executed in accord with legal requirements






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






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






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






47. Funds that are often times traded through a stock exchange (NYSE)






48. A bond with zero discounts






49. An act of economizing






50. The process of managing one's assets and wealth







Sorry!:) No result found.

Can you answer 50 questions in 15 minutes?


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