The Right Financial Advisor
Authored by Carrie Pokallus
Life Skills
9th Grade
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About
This quiz focuses on financial literacy education, specifically covering the role and benefits of working with financial advisors. Designed for high school students at the 9th-12th grade level, the questions assess students' understanding of professional financial services, investment guidance, and personal financial planning strategies. Students need foundational knowledge of financial concepts including retirement planning, investment diversification, emergency funds, insurance, and risk management to successfully navigate these questions. The quiz evaluates both conceptual understanding of what financial advisors do and practical application skills through scenario-based problems where students must determine appropriate financial advisory services for different life situations. The complexity requires students to distinguish between various financial professional certifications and understand how advisory services can address specific financial challenges ranging from portfolio diversification to natural disaster preparedness. Created by Carrie Pokallus, a Life Skills teacher in the US who teaches grade 9. This quiz serves as an excellent instructional tool for introducing students to professional financial services and building their consumer awareness skills. Teachers can effectively use this assessment as a formative evaluation following lessons on financial planning careers, as homework to reinforce classroom discussions about investment strategies, or as a warm-up activity before diving deeper into personal finance topics. The scenario-based questions make it particularly valuable for review sessions where students practice applying financial concepts to real-world situations. This assessment aligns with Common Core standards in Mathematical Practices, particularly MP1 (Make sense of problems and persevere in solving them) and supports state standards for personal financial literacy education that emphasize understanding financial services and making informed consumer decisions about professional financial guidance.
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6 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
A financial advisor...
prepares your taxes.
offers financial and investment guidance.
takes control of your spending money.
approves credit applications for loans.
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Working with a financial advisor is beneficial because...
they all have the same expertise.
you won’t have to know anything about your finances.
they can help you plan for retirement.
it’s the only way to create a budget.
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which certification is most commonly recognized in the financial industry?
Certified Business Analyst (CBA)
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC)
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Cason is an experienced investor who does a lot of reading and research. He wants to diversify his investment portfolio and thinks having personalized support is his next step. Which option should Cason choose?
He should continue making his own choices.
He should hire a financial advisor.
He should sign up for a robo-advisor service.
He should ask his friends about their investment choices.
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Keanu pays his bills on time and contributes to a retirement plan through his job, but he isn't sure if he is doing all he can to be financially secure in the future. A financial advisor can help Keanu by...
Conducting a cash flow analysis
Developing a long-term financial strategy
Finding investment diversification opportunities
Creating an emergency financial plan
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Macie recently moved to an area that is known for hurricane activity. She's overwhelmed by all of the natural disaster preparation let alone the financial risks! How can a financial advisor help?
Develop a budget including building an emergency fund
Find investment diversification opportunities
Review risk management and insurance options
Plan for retirement in a less hurricane-prone area
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