Finance and Insurance Worksheet

Where was the first bank established?

• Europe

• Asia

• China

• Middle East

In what year was the New York Stock Exchange created?

• 1790

• 1791

• 1792

• 1793

Which of the following explains why insurance was created?

• To keep a record of payments and who owns capital

• Provide a means of investing in business

• To help producers sell and trade raw goods

• In order to eliminate or minimize risks associated with business transactions

Which of the following is NOT a pathway in the Finance Career Cluster?

• Accounting

• Insurance

• Banking Services

• Stocks and Bonds Services

Which of the following is NOT a career in the Insurance Pathway?

• Agents

• Traders

• Brokers

• Underwriters

Which of the following is NOT a possible duty for a professional working in the Insurance pathway?

• A. Controlling investments

• B. Expanding customer base

• C. Explaining policies

• D. Determining liability

Which pathway includes the following services: cash management, short-term investments, mortgages and other loans, such as credit card and bill payments?

• Insurance

• Business Finance

• Accounting

• Banking Services

Digitization is the process of converting information into a digital format and is transforming how businesses are structured, how they operate and how they manage and facilitate performance.

• True

• False

Mutual funds managers fall under which pathway?

• Accounting

• Business Finance

• Securities & Investments

• Insurance

Which of the following is NOT a career and technical student organization mentioned in the presentation?

• DECA

• FSA

• FBLA

• BPA