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Wise Practice Test #1

Total questions: 20

Worksheet time: 10mins

Name
Class
Date
1.

One of Sage's seldom-used credit cards has been stolen without his knowledge. When he gets his monthly statement, he realizes that someone else has been using the card and reports it stolen. The maximum amount of the unauthorized purchase he is liable for is:

a)

$0

b)

Unlimited liability

c)

$50

d)

$25

2.

Consumers who file for bankruptcy are still responsible for:

a)

Mortgage loans

b)

Credit card balances

c)

Car loans

d)

Tax claims and student loans (unless undue hardship)

3.

Banks use savings account deposits to:

a)

give loans to consumers and businesses

b)

pay interest to checking account depositers

c)

pay bonuses to executives

d)

help out different charities in the area

4.

Why is term life insurance usually the least expensive type of life insurance:

a)

The policy builds a cash value

b)

The policy provides coverage for a lifetime

c)

The policy is available to all consumers

d)

The policy only pays a death benefit.

5.

Robert wants to open a checking account and wonders if checking accounts pay interest. How would you answer his question?

a)

All checking accounts pay interest

b)

Some types of checking accounts pay interest

c)

Checking accounts never pay interest

d)

Checking accounts pay interest if the account balance does not fall below $300.

6.

What is a credit score?

a)

A number used to determine how much credit to extend to a person.

b)

A measure used to indicate a person's gross wealth.

c)

A reward system that is based on the number of credit cards a person has.

d)

A formula based solely on a person's earnings.

7.

A teenage boy has opened a checking account. He is surprised to find that though he is getting a written bank statement each month he is not getting his cancelled checks returned. The teenager should be aware that the reason cancelled checks are NOT returned is to

a)

protect him from providing opportunities for forgery.

b)

insure that he does not receive important materials he is likely to lose.

c)

lessen the bank's need to maintain records of check transactions.

d)

save the bank money associated with returning copies of these checks.

8.

Which statement does NOT accurately describe a characteristic of cash value for whole life insurance?

a)

Policy that accumulates cash value is less expensive than a policy that does not accumulate cash value.

b)

When an insured person dies, the beneficiary will receive the death benefit but the insurance company keeps the cash value.

c)

Cash value grows gradually over time.

d)

If the policy is cancelled, you may be entitled to some or all of the accrued cash value.

9.

Which factor would most likely lead to an increase the interest rate on a person's credit card?

a)

Number of purchases

b)

Late payments

c)

Total amount charged

d)

Number of cash advances

10.

If a business wants to raise capital but not create debt, it can:

a)

Float a bond issue

b)

Issue common stock

c)

Borrow money from a commercial bank

d)

Borrow money from the government

11.

Darrian owns a clothing store. He is concerned that a customer who is injured in the store will sue. Which type of insurance should Darrian purchase?

a)

Social insurance

b)

Life insurance

c)

Surety bonds

d)

Liability insurance

12.

The federal agency that regulates the securities industry is the:

a)

Federal Trade Commission

b)

Department of Commerce

c)

Securities and Exchange Commission

d)

Federal Reserve

13.

The type of credit card issued by an oil company, bank, or department store is:

a)

An installment card

b)

A revolving charge card

c)

A debit card

d)

A cash card

14.

Clay has $50 a month transferred electronically from his checking account to his savings account. This is an example of:

a)

An installment payment

b)

An ATM transaction

c)

A debit card transaction

d)

A savings plan

15.

Using someone else's money, promising to repay at a future date, and paying a fee for use of the money, is the definition for:

a)

credit

b)

interest

c)

investing

d)

taxation

16.

New coins and currency make their way into the general economy, consumers and businesses, through the distribution system of the

a)

Treasurer of the US

b)

Federal Reserve System

c)

US Federal Mint

d)

Secretary of the Department of Treasurer

17.

Which of the following provides an increase in assets or wealth?

a)

volunteering at a hospital

b)

having capital gains

c)

taking out a loan

d)

running in a marathon

18.

A factor that is likely to affect the market price of a stock is

a)

the age of the corporation

b)

corporate profits

c)

the number of corporate employees

d)

wages

19.

The term used to describe the ease and speed with which you can convert savings or an investment to cash is

a)

convertibility

b)

principal

c)

rate of return

d)

liquidity

20.

When Lucy was born, her grandparents gave her a Series EE savings bond that will be worth $1,000 at maturity. Her grandparents paid

a)

$1,000 for the bond

b)

$500 for the bond

c)

$750 for the bond

d)

these bonds are gifts for long term depositors