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Chapter 1 Introduction

Total questions: 10

Worksheet time: 5mins

Name
Class
Date
1.

Which of the following best explains why students should learn about personal finance?

a)

Learning to manage money at this stage can eliminate financial mistakes and promote huge financial benefits for the future.

b)

Personal finance skills are better learned through trial and error.

c)

Personal finance skills are highly complex and require a great deal of time to learn.

d)

Learning to manage money will help you achieve a profitable career.

2.

Personal financial success is primarily the result of:

a)

Managing your money behavior

b)

Winning the lottery

c)

Generous welfare and unemployment programs

d)

Inheriting money from your parents

3.

Which of the following statements best explains why income alone does not determine wealth?

a)

Investing is the only factor that contributes to wealth building.

b)

Income alone does determine a personʹs wealth.

c)

Only people who are natural savers can become wealthy.

d)

How much money a person makes does not dictate his or her spending and saving behavior.

4.

Which of the following is a consequence of spending more than you make?

a)

Missed opportunity to save and invest

b)

Stress

c)

A cycle of debt

d)

All of the above

5.

Your _____________ impacts your future self.

a)

past

b)

future

c)

present

d)

beautiful

6.

The "time value of money" means that

a)

money paid out today less value than if the money is paid out in the future

b)

money received today is worth more than the same amount of money received in the future

c)

the more time a person has to save, the lower the return on the money

d)

the longer money is held, the less likely it will be spent

7.

The amount of money a person expects to have in the future is called

a)

Principal

b)

Interest

c)

Present value

d)

Future value

8.

Process of changing future value to the present value known as

a)

Compound

b)

Discount

c)

Simple interest

d)

Principal

9.

Process of changing present value to the future value known as

a)

Principal

b)

Discount

c)

Simple interest

d)

Compound

10.

What is an annuity?

a)

A quoted interest rate where interest is charged more frequently than the basis on which it is compounded

b)

A constant series of cash flows of equal amount, that occurs at regular intervals with no end date

c)

A constant series of cash flows of equal amount, that occurs at regular intervals for a fixed period of time

d)

The interest rate that reduces a given future value to an equivalent present value