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Dave Ramsey 1-3,4,5,7 Ch Quiz

Total questions: 62

Worksheet time: 45mins

Name
Class
Date
1.

How much money should be in an emergency fund?

a)

100

b)

Have no clue because I wasn't listening.

c)

500

d)

1000

2.

Regularly__________your financial plan

a)

ignore

b)

monitor

c)

glance

3.

Borrowing money___________.

a)

don't know

b)

is a strategic tool for building wealth

c)

helps to buy things you can afford

d)

can cause problems

4.

Your emergency fund should be kept________

a)

at your parents house

b)

with your regular money

c)

in a credit card

d)

in separate account

5.

What is a common money myth?

a)

building wealth is a good idea

b)

debt is dumb

c)

I can go to college without debt

d)

everyone has student loan debt

6.

When I want to buy I car I should________________

a)

pay cash

b)

borrow from my parents

c)

borrow from the bank

7.
The five steps to financial success
a)
The Five Compliments
b)
The Five Foundations
c)
The Five Freedom Steps
d)
The Five Money Saving Steps
8.
Interest paid on interest previously earned
a)
Simple Interest
b)
Frequent Interest
c)
Interest Account
d)
Compound Interest
9.

Saving money over time for a large purchase

a)

Savings Account

b)

Sinking Fund

c)

Checking Account

d)

Interest Bearing Account

10.
A rate which is either charged (on debt) or paid (on investment accounts) for the use of money
a)
Interest Rate
b)
Savings Rate
c)
Inflation Rate
d)
Interest Percentage
11.
Your income level greatly affects you saving habits
a)
False
b)
True
12.
At your age, a fully funded emergency fund should be...
a)
$1000
b)
$5000
c)
$500
d)
$100
13.
Which of the following is not one of the three basic reasons for saving money
a)
Large Purchases
b)
Have money available to lend to friends
c)
Emergency Fund
d)
Build Wealth
14.
Instead of borrowing money for large purchases, you should set money aside in a _________ over time and pay with cash.
a)
Mortgage Fund
b)
Credit Card Fund
c)
Emergency Fund
d)
Sinking Fund
15.
What is the second foundation
a)
Save a $500 Emergency Fund
b)
Build Wealth and Save
c)
Get Out of Debt
d)
Pay Cash for Your Car
16.
Calculate the compound interest for this problem. $1,000 at 6% interest for 3 Years. 
a)
$969.39
b)
$1,180.00
c)
$1,191.02
d)
$1,881.60
17.

Doing a budget does not

a)

Show if you are overspending in an area

b)

make overspending more likely

c)

remove guiltand shame sometimes associated with a purchase

d)

make your money go further

18.

The number-one cause of divorce in North America today is stress and disagreement over money.

a)

True

b)

False

19.

Budgeting is crucial to your financial success.

a)

True

b)

False

20.

Doing a budget does not:

a)

Show if you are overspending in an area

b)

Remove guilt and shame sometimes associated with a purchase

c)

Make overspending more likely

d)

Make your money go further

21.

Which of the following is something that a typical millionaire would do?

a)

Spend less money than he or she makes

b)

lease a new car

c)

replace things that are not broken

d)

carry debt

22.

Budgeting is crucial to your financial success.

a)

True

b)

False

23.
It is okay to use a credit card if you pay it off every month (according to Dave)
a)
true
b)
false
24.

Which of the following is not a factor in determining a FICO score?

a)

Getting a personal loan from a bank

b)

Using credit cards

c)

Paying cash for all purchases

d)

Taking out a mortgage on a house

25.

Which of the following is not a good idea for getting out of debt?

a)

Quit borrowing money

b)

Get a part-time job or work overtime

c)

Sell something

d)

Borrow money from your parents to pay for the debt

26.

What factors affect a credit score?

a)

Type of debt

b)

New Debt

c)

Duration of Debt

d)

All of the above

27.

Which of the following is not a recommended step in the Drive Free method of purchasing a car?

a)

Plan your purchase in advance using the sinking fund method of saving.

b)

Place your savings in a mutual fund so that your money can make more money.

c)

Start with an inexpensive car and gradually move up in car value as your savings increases.

d)

Explore new car dealerships for the best interest rate.

28.

Which of the following is not recommended in the debt snowball method of getting out of debt?

a)

List your debts in order from smallest to largest balance and focus on paying the smallest debt off first.

b)

Every extra dollar you get should be thrown at the largest debt first.

c)

Attack your debt with intensity.

d)

Every time you pay off a debt, you add its old minimum payment to your next debt payment.

29.

If you do not have a FICO score, what factors will determine whether or not you qualify for a mortgage?

a)

History of rental and utility payments

b)

Amount of your down payment and employment history

c)

You cannot get a mortgage without a credit history

d)

A and B

30.

12) A credit score is intended to measure:

a)

Your financial success

b)

The risk of your not repaying debt

c)

Your income level

d)

The amount of money you have in the bank

31.

You need to have a credit card to rent a car or check in to a hotel.

a)

True

b)

False

32.

Teens are a huge target of credit card companies today.

a)

True

b)

False

33.

Co-signing a loan is a good way to help a friend or relative.

a)

True

b)

False

34.

A detailed report of an individualʹs credit history

a)

FICO Score

b)

Debt Snowball

c)

credit report

d)

cash flow statement

35.

A card issued by a bank that allows users to finance a purchase

a)

credit card

b)

check

c)

debit card

d)

ATM Card

36.

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 relatives

37.

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

a)

Investing is the only factor that contributes to wealth

b)

Income alone does not determine wealth

c)

Only people who are natural savers can become wealthy

d)

The money a person makes does not dictate her spending behavior.

38.

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

a)

Missed opportunities to save and invest

b)

Stress

c)

A cycle of debt

d)

All of these

39.

Why was the use of credit uncommon before 1917?

a)

Laws prevented lenders from charging high interest rates

b)

Borrowing money was generally not socially acceptable

c)

Lending money to others was not profitable

d)

All of the above

40.

Most Americans today are wealthy and will have financial security when they retire

a)

True

b)

False

c)

I don't care

d)

Maybe

41.

Most Americans avoid the use of credit when it comes to buying big ticket items like a car or a house.

a)

Maybe

b)

True

c)

False

d)

I don't know

42.

Learning the language of money is not important because you will be able to depend on others

a)

True

b)

False

c)

Maybe

d)

I do not know

43.

Having debt keeps you from building wealth

a)

True

b)

False

c)

Maybe

d)

I do not know

44.

Expensive houses and new cars are a true indication of wealth

a)

True

b)

False

c)

Not usually

d)

I do not know

45.

The knowledge and skillset necessary to be an informed consumer and manage finances effectively

a)

Financial Literacy

b)

Saving

c)

Budgeting

d)

Investing

46.
Which of the following is a good investment option?
a)
Goal
Gold
b)
Mutual Funds
c)
Viaticals
d)
Futures
47.
A reason that people need to save and invest is to:
a)
Enable their money to make money
b)
Increase the money supply
c)
Be able to get anything they want
d)
Have an opportunity to talk with financial service providers
48.
Savings accounts and money-market accounts are most appropriate for:
a)
Long-term investments like retirement
b)
Earning a high rate of return
c)
Emergency funds and short-term goals
d)
Savings accounts and money-market accounts should be avoided since they carry high risk
49.
A savings account sold by an insurance company, designed to provide payments to the holder at specified intervals, usually after retirement.
a)
Money market
b)
Mutual fund
c)
Single stock
d)
Annuity
50.
Money markets are great for your emergency fund due to their liquidity and stability.
a)
True
b)
False
51.
Saving and investing have nothing to do with the amount of money you make.
a)
True
b)
False
52.
Vocab - Piece of ownership in a company, mutual fund or other investment.
a)
bond
b)
share
53.
Vocab - A list of your investments.
a)
bank statement
b)
portfolio
54.
Vocab - Relationship of substantial reward compared to the amount of risk taken.
a)
risk-return ratio
b)
investment strategy
55.
Vocab - Piece of ownership in a company, mutual fund or other investment.
a)
bond
b)
share
56.
Vocab - Distribution of a portion of a companyʹs earnings, decided by the board of directors, to a class of its shareholders.
a)
Interest
b)
Dividend
57.

You must go to a prestigious school in order for employers to recognize your talents and strengths.

a)

True

b)

False

58.

Which of the following is NOT a good option when it comes to paying for your education?

a)

Plan ahead

b)

Fill out the FAFSA

c)

Ask your parents to take out a loan

d)

Get a part-time job

59.

The academic and financial choices you make in the next few years will affect the next 40 years of your life.

a)

True

b)

False

60.

The average repayment period for a student loan is:

a)

15 years

b)

5 years

c)

20 years

d)

10 years

61.

The Fourth Foundation is:

a)

Pay cash for your car

b)

Build wealth and give

c)

Build a $500 emergency fund

d)

Pay cash for college

62.

A four year degree is necessary regardless of which career you're entering.

a)

True

b)

False