4.01 Understand Finance Activities & Careers

Accepting money that customers put in their savings accounts, counting cash to give to customers who have requested it, and processing a car loan request are classified as which type of activity?

• Accounting

• Banking

• Budgeting

• Finance

Bernice has a job sending bills to customers and recording their payments. Bernice's job is an example of which type of career?

• Accounting

• Banking

• Budgeting

• Finance

What is one difference between an investment counselor and a stock broker?

• Investment counselors only sell corporate stock for clients.

• Investment counselors recommend all types of investments for clients

• Stock brokers buy and sell any type of investment for clients.

• Stock brokers only recommend traditional bank accounts for clients.

Counseling customers who want to buy corporate bonds, selling life insurance, and analyzing company spending and savings plans are classified as which type of activity?

• Accounting

• Banking

• Budgeting

• Finance

Recording payments made on account, preparing balance sheets, and preparing a quarterly income tax report are classified as which type of activity?

• Accounting

• Banking

• Budgeting

• Finance

Managing a customer's investment portfolio and giving a business advice about its investments are classified as which type of activity?

• Accounting

• Banking

• Budgeting

• Finance