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FIN MATH VOCAB quiz 2B Financial institutions

Total questions: 18

Worksheet time: 13mins

Name
Class
Date
1.

Which of the following DOES NOT describe inflation

a)

cost of gas increasing over the years

b)

price of consumer goods increasing over the years

c)

increase in minimum wages over the years

d)

average height of humans increasing over the years

2.

a check written for an amount greater than the balance of the account

a)

overdraft

b)

overspend

c)

fraud

3.

What is the main advantage of a mutual fund for an investor?

a)

Its price doesn't change much.

b)

It offers diversity in investment.

c)

It has a set maturity date.

d)

It can be sold at a profit.

4.

Compound interest

a)

Compound interest is a quick and easy method of calculating the interest charge on a loan.

b)

Compound interest is the addition of interest to the principal sum of a loan or deposit, or in other words,interest on interest.

c)

Compound interest is money in your checking account

5.

Interest on the principal only.

a)

Compound Interest

b)

Simple Interest

6.

Which term refers to things you want to accomplish within a year?

a)

long-term goals

b)

short term risks

c)

long term expenses

d)

short-term goals

7.

Which of the following is an example of a debit adjustment (increases what the pt. owes)

a)

professional discount

b)

discount for paying in cash

c)

discount from the insurance company

d)

check returned for insufficient funds

8.

Taking more money out of your account than is available​ is called?

a)

Overdraft

b)

Deposit

c)

Withdraw

d)

Balance

9.

What do you call the process of bringing your checkbook register into agreement with the bank statement?

a)

Withdrawal

b)

Deposit

c)

Reconciliation

d)

Endorsement

10.

You should keep track of your spending because if you spend more money than you have in your bank account you may get an __________________ notice. and the payment will be rejected.

a)

Balance

b)

Withdraw

c)

Bankruptcy

d)

insufficient funds

11.

Why is compound interest more advantageous than simple interest?

a)

It’s more difficult to calculate, so fewer people use compound interest, making more profits for those who do.

b)

Compound interest accumulates very rapidly, so you only have to save for 3 years or fewer to earn far more money.

c)

Compound interest is attached to the stocks with the highest risk, so you get the highest interest on them

d)

In compound interest, you earn interest on not only your principal, but also on the interest you’ve already made.

12.

Rule of 72: How many years to double my money if I get a 9% return on investment?

a)

8 years

b)

7.2 year

c)

7 years

d)

9 years

13.

A mutual fund is

a)

like a loan where you are giving money in exchange for an interest payment.

b)

is issued by the government to support government spending (schools, roads, low-income housing).

c)

an investment with diversified stocks and bonds.

14.

Bonds are .....

a)

Part ownership in a company or corporation

b)

A way of making higher income in times of high inflation

c)

Debt obligations similar to putting your money in a bank

d)

A way to support a company

15.

Which term refers to things you want to accomplish that take more than a year?

a)

long-term goals

b)

short term risks

c)

long term expenses

d)

short-term goals

16.

The amount you owe on an account to bring it out of negative

a)

pending amount

b)

outstanding balance

c)

liquid amount

d)

funds balance

17.

amounts that have not cleared the bank to be paid but still show on the online account.

a)

transaction in waiting

b)

slow transactions

c)

pending transactions

d)

short-term transactions

18.

getting all of your assets into one place that is accessible for cash withdrawal

a)

liquidation

b)

freezing

c)

precipitation

d)

laundering