Financial Planning QUIZ

Financial Planning QUIZ

9th - 12th Grade

55 Qs

quiz-placeholder

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Financial Planning QUIZ

Financial Planning QUIZ

Assessment

Quiz

Business

9th - 12th Grade

Medium

Created by

Kim Redd

Used 1+ times

FREE Resource

55 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

STATE which of the 6 steps to financial goal planning is represented in this scenario: "George is using the SMART Goals acronym to plan out the future."

Determining Your Financial Situation

Developing Your Goals

Identifying Your Options

Evaluate Alternatives

Create and Use an Action Plan

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

STATE which of the 6 steps to financial goal planning is represented in this scenario: "Mary schedules a meeting with a financial adviser at E*Trade to discuss her portfolio."

Determining Your Financial Situation

Developing Your Goals

Identifying Your Options

Evaluate Alternatives

Create and Use a Plan of Action

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

STATE which of the 6 steps to financial goal planning is represented in this scenario: "Craig decides it's time to expand his newspaper by adding on new staff members."

Determining Your Financial Situation

Developing Your Goals

Identifying Your Options

Evaluate Alternatives

Create and Use a Plan of Action

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of the following is known as purchasing an item on a whim?
Impulse
Fixed
Flexible
Online purchase

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the first step of the decision making process?
Evaluating the decision
Identify the decision
Identify resources
Identify options

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which of the following best describes a budget?
A financial tool for consumers with little money
A plan for saving and spending money
A set of restrictions on how to spend money
A statement of your assets and liabilities

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the purpose of a balance sheet?
To determine your budget
To determine your income
To determine your credit card debt
To determine your net worth

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