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CHAP.2 - POWER FROM YOUR MONEY CHAP.3 - FINANCIAL PRODUCT

Total questions: 25

Worksheet time: 25mins

Name
Class
Date
1.

Financial goals guide you towards achieving the life that you want.

a)

true

b)

false

2.

Financial goals must reflect your unneeded thing

a)

true

b)

false

3.

Medium terms goals is more than less than 1 year

a)

true

b)

false

4.

If you plan to have RM170,000 in five years, it means that you are considering long term goal.

a)

true

b)

false

5.

Is it true that personal financial will help you in planning for tax exemption?

a)

true

b)

false

6.

Liabilities means that you have an obligation to pay debts.

a)

true

b)

false

7.

Need means that you like to have but not absoluteley necessary

a)

true

b)

false

8.

Shares in the companies mean that you own an asset in the company.

a)

true

b)

false

9.

If total assets is less than total liabilities, it means that you have positive net worth.

a)

true

b)

false

10.

Net worth = total assets - total liabilities

a)

true

b)

false

11.

Is it true that if you want to increase your net worth, then you should decrease your spending/expenses

a)

true

b)

false

12.

Variable expenses includes house rental, insurance premium and credit cards

a)

true

b)

false

13.

Successful budget means that if you have moderate income dont expect to spend more than you earn.

a)

true

b)

false

14.

If you have moderate income dont expect to save a lot of money in a short period

a)

true

b)

false

15.

Delaying gratification means that you are extending time to spend the money that you cannot afford.

a)

true

b)

false

16.

Which below is fixed expenses?

a)

Rental of room

b)

Car payment

c)

Car insurance

d)

Credit cars

e)

Petrol expenses

17.

Which below is variable expenses?

a)

Food

b)

House utilities

c)

Handphone bill

d)

bus and taxi fare

e)

Car repairs

18.

Which below is discretionary expenses?

a)

medical expenses

b)

Clothing

c)

Personal item

d)

Gifts

e)

Birthday parties

19.

Electronic transfer fund between different banks.

(a)  

20.

If you want to ask about account enquiries, deposits and withdrawal, fund transfer or bill payments. This is services for

(a)  

21.

Machine that let you deposits and payment transactions by cash or cheque.

(a)  

22.

(a)   banking give you opportunity to conduct transactions via the Internet.

23.

Saving accounts give you opportunities to do:

a)

Accounts enquiries

b)

Cheque payments

c)

Withdrawals

d)

Inter bank transfer

24.

Independent body to settle complaints, disputes or claims between you and financial services providers.

This is

a)

PIDM

b)

FMB

25.

How to conduct your banking transactions safely?

a)

Change you accounts regularly

b)

do not store your password and login id in computer

c)

avoid using public personal computer

d)

Leave your computer unattended

e)

Always sign off properly after each session