Financial Vocab Quiz

Identifying a person’s financial goals, needs, and expected earning, saving, investing, insurance, and debt management activities

• Retirement Plan

• Financial Planning

• Investment Vehicle

• Net Worth

The interest paid on principal and previously earned interest.

• Asset

• Liability

• APR

• Compound Interest

People who expect a future financial return from using their money to finance investments.

• You company

• Bull market

• Mutual Fund

• Investors

An investment tool that pools the money of many investors and invests it in stocks, bonds, and money market assets, or other securities.

• Stocks

• Mutual Funds

• Bonds

• Money Market Accounts

"Don't put all your eggs in one basket."

• Leverage

• Risk Management

• Diversification

• Liability

Simple Definition: Something that makes you money.

• Investment

• Asset

• Liability

• Rate of Return

Simple definition: Something that costs you money.

• Risk

• Investment

• Liability

• Asset

An investment that represents a share of ownership in a company.

• Stock

• Bond

• Mutual Fund

• Dividend

A debt security, like a loan and similar to an “IOU”.

• Mutual Fund

• Stock

• Bond

• Certificate of Deposit

A retirement plan offered by your employer.

• Roth IRA

• 401k

• Traditional IRA

• Retirement Plan