Financial Planning I Unit 3

Financial Planning I Unit 3

9th - 12th Grade

55 Qs

quiz-placeholder

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Financial Planning I Unit 3

Financial Planning I Unit 3

Assessment

Quiz

Business

9th - 12th Grade

Medium

Created by

Christopher Lowe

Used 50+ times

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55 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which item should be placed in the liabilities section on a company balance sheet?
cash
buildings
inventory
employee wages

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which individual does in-depth work on formulating investment strategies for clients, helping them fulfill their needs, and reaching their financial goals?
financial planner
investment banker
financial consultant
mutual fund manager

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which person will analyze, interpret, and process a wide variety of transactions, and be aware of their impact to assets on behalf of a beneficiary?
financial planner
investment banker
trust operations specialist
securities operations specialist

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which is an important business factor to consider when choosing an investment?
time horizon
risk tolerance
minimization of taxes
comparison to competition

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which is an appropriate investment objective for a mutual fund with a buy-and-hold approach?
covering a broad range of industries
seeking long-term capital appreciation
investing primarily in a diversified portfolio
investing in stocks with superior growth potential

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which best describes a marketable bond?
one that is bought and sold in the open market
one that later becomes a stock at a market
one that comes from a governing body
one that is paid back before maturity

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which type of stock comes with voting rights?
income
common  
preferred  
small cap

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