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CHAPTER 10 CONSUMER MATHEMATICS: FINANCIAL MANAGEMENT

Total questions: 14

Worksheet time: 24mins

Name
Class
Date
1.

Which of the following is/are the financial management process?

a)

Setting goals

b)

Evaluating financial status

c)

Creating financial plan

d)

Reviewing and revising the progress

e)

All of the above

2.

Which of the following is/are correct?

a)

short term financial goals can be achieved less than 6 months

b)

short term financial goals can be achieved less than a year

c)

long term financial goals usually take more than 3 years

d)

long term financial goals usually more than 10 years

3.

Which of the following is not a key component in the SMART concept for goal setting?

a)

Measurable

b)

Time-bound

c)

Specific

d)

Aim

4.

Which of the following is the wrong key component in SMART financial goals?

a)

T - Time-bound

b)

S - Systematic

c)

A - Achievable

d)

R - Realistic

e)

M - Measureable

5.

Which of the following is/are correct?

a)

Fixed expense - dividends

b)

Variable expense - rent

c)

Active income - Allowances

d)

Passive income - allowances

6.

What has the same meaning as positive cash flow?

a)

Surplus

b)

Deficit

7.

What has the same meaning as negative cash flow?

a)

Deficit

b)

Surplus

8.

Calculate the cash flow for Miss Sorayya.


Active Income : RM3,300

Passive Income : RM300

Fixed Expenses : RM 1,800

Variable Expenses : RM 250


Write down your answer without the (RM)

(a)  

9.

Calculate the cash flow for Mr. Rabbani


Active Income : RM3,000

Passive Income : RM350

Fixed Expenses : RM 2,300

Variable Expenses : RM 250


Then, determine whether it is Deficit or Surplus.

a)

-800 (Deficit)

b)

1000 (Surplus)

c)

800 (Surplus)

d)

-1000 (Deficit)

10.

How much is Puan Soffia's monthly saving if she wanted to pay the down payment for a RM650,000 house in six years?

a)

RM1111.78

b)

RM1000.78

c)

RM900.00

d)

RM902.78

11.

Among the following individuals, who sets the SMART goals?

a)

Puan Hadirah intends to buy a laptop which costs RM3,000 as a birthday gift for her son. Therefore, she plans to save RM300 a month for ten months

b)

Mr Hazry is a teacher with an income of RM3,000 and plans to get married in two years' time. The wedding expenses are estimated to be RM30,000. Therefore, he wants to save RM1,000 a month for a period of two years. Besides that, she also plans to get a loan for the wedding expenses.

c)

Miss Hazwanyza wants to buy a house worth RM200,000 if she has sufficient amount of money

12.

When do we set aside the money for the 10% savings?

a)

After engaging the expenses

b)

Before engaging the expenses

13.

Which of the following should be considered when developing a long-term financial plan?

a)

Inflation Rate

b)

Interest Rate

c)

Personal Health

14.

Please create a financial plan for Miss Dhia.


Salary : RM6,000

House/apartment loan, including maintenance : RM 500

Car instalment : RM700

Travel : RM500

Rental : RM 1,500

Transport fares : RM900

Utility bills : RM250

Toll payments : RM100

Groceries : RM400

Allowances for parents : RM600

Insurance : RM 200

Savings 2% from salary


Then determine whether Miss Dhia's cash flow is negative or positive.


You will discuss this question with your subject teacher during the discussion session.


[5 marks]

4 lines