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WorksheetsREVIEW: Finance Career Cluster
Total questions: 20
Worksheet time: 10mins
Where was the first bank established?
Europe
Asia
Africa
Middle East
In what year was the New York Stock Exchange created?
1790
1791
1792
1973
Which of the following is NOT a pathway in the Finance Career Cluster?
Accounting
Banking Services
Insurance
Stocks & Bond Services
Which of the following is NOT a possible duty for a professional working in the Insurance pathway?
Controlling investments
Explaining policies
Expanding customer base
Determining liability
Mutual funds managers fall under which pathway?
Accounting
Securities & Investments
Business Finance
Insurance
An Asset is defined as, Anything of value owned by a person or a firm.
True
False
Which of the following electives is recommended for students considering a career as an investment consultant?
Economics
Humanities
Arts
Management
According to the presentation, which of the following is a reward of working in the Securities & Investments Pathway?
The need for little education
Closing a deal
Traveling
Managing your own company
Which of the following is NOT a career in the Business Finance Pathway?
Capital budgeting specialist
Credit analyst
Project finance manager
Stocks and bonds support specialists
Which of the following is an important requirement for all investment consultants?
Obtaining an associate’s degree
Obtaining a bachelor’s degree
Knowing the history of consulting
Understanding the global market
Define the term Financial Manager:
Handle and track money for organizations, track and analyze financial information, write reports, etc.
someone who organizes a business venture
Someone who regularly collects debts owed to others. This includes collection agencies, lawyers who collect debts on a regular basis.
a businessman who buys or sells for another in exchange for a commission
Define the term Finance:
A pool of money from many investors that is used to buy different stocks and bonds.
A fee paid by a borrower to the lender for the use of borrowed money
The Management of large amounts of money or means of providing money or credit for something.
Money Owed.
Which of the following is the best description of the careers found within the Financial and Investment Planning Pathway?
Design, install, maintain and use general accounting systems to prepare, analyze and verify financial reports
Manage client’s money so their nest eggs can grow and provide investment analysis and guidance to help businesses and individuals with their investment decisions
Provide loans, credit and payment services to individuals and businesses
Provide protection to individuals and businesses against financial losses resulting from a variety of situations
Careers in this cluster deal with making strategic decisions to obtain, save, protect, and grow the ___________ assets of businesses and individuals.
Financial
Farm
Stock
Computer
Securities & Investments, banking services, Insurance, & Business Finance are all the pathways in the Finance career cluster.
True
False
What is the preferred minimum educational requirement needed for a career within the Financial & Investment Planning Pathway?
Master’s degree
Bachelor’s degree
Associate’s degree
No additional training needed
Which of the following is NOT a career in the Insurance Pathway?
Agents
Brokers
Traders
Underwriters
In the second half of the 19th century, the __________________were set up at different locations, mainly around the Mississippi river.
Schools
Hospitals
Board of trades
Insurance agencies
The finance industry is a vital part of the United States economy with over _______ million people employed in finance-related occupations.
Five
Two
Six
One
The term Mutual Fund is defined as:
A check issued in payment of wages or salary.
Provide advice on investments, insurance, mortgages, etc and help manage the finances
Money that is left after expenses have been paid for from a business or an investment.
Two or more consecutive quarters of decline in the GDP.
A pool of money from many investors that is used to buy different stocks and bonds.
