Module 2 Financial Planning

Front

Ownership investments are ideal for investors who are: risk-averse, risk-tolerant, close to retirement, just beginning to invest

Back

risk-tolerant

Front

Brian needs a safe place to store his income that allows him to withdraw money easily and frequently. He should consider opening which type of account?

Back

checking

Front

Investors take a risk for the potential of receiving a: bonus, prize, promotion, return

Back

return

Front

The purpose of the risk pyramid is to show a comparison of: one stock to another, one investment to another, stocks to stock mutual funds, corporate bonds to municipal bonds

Back

one investment to another

Front

Which is an advantage of a money market account over a savings account? Options: The rate of return on a money market account is significantly better, Money market accounts provide corporate ownership rights, One can often write checks from a money market account, Money market accounts are insured by the FDIC

Back

One can often write checks from a money market account

Front

A marketplace where trading of securities such as equities, bonds, currencies, and derivatives occurs is referred to as a:

Back

financial market

Front

The direction of a client's cash and securities by a financial services company, usually an investment bank, or an individual is known as:

Back

asset management

Front

Successful bank managers and supervisors typically began their employment as: apprentices, programmers, tellers, volunteers

Back

tellers

Front

Proofing, encoding, capturing, and sorting are all steps in which banking process?

Back

check payment

Front

Which is an example of a lending investment?

Back

bonds