WorksheetsFinance Career Cluster
Total questions: 49
Worksheet time: 4hrs 5mins
Name
Class
Date
1.
Where was the first bank established?
a)
Europe
b)
Asia
c)
China
d)
Middle East
2.
In what year was the New York Stock Exchange created?
a)
1790
b)
1791
c)
1792
d)
1793
3.
Which of the following is NOT a pathway in the Finance Career Cluster?
a)
Accounting
b)
Insurance
c)
Banking Services
d)
Stocks & Bonds Services
4.
Which of the following is NOT a career in the Insurance Pathway?
a)
Agents
b)
Traders
c)
Brokers
d)
Underwriters
5.
Which of the following is NOT a possible duty for a professional working in the Insurance pathway?
a)
Controlling investments
b)
Expanding customer base
c)
Explaining policies
d)
Determining liability
6.
Which pathway includes the following services: cash management, short-term investments, mortgages and other loans, such as credit card and bill payments?
a)
Insurance
b)
Business Finance
c)
Accounting
d)
Banking Services
7.
Mutual funds managers fall under which pathway?
a)
Accounting
b)
Business Finance
c)
Securities & Investments
d)
Insurance
8.
Which of the following is NOT a career and technical student organization mentioned in the presentation?
a)
DECA
b)
FSA
c)
FBLA
d)
BPA
9.
Which of the following electives is recommended for students considering a career as an investment consultant?
a)
Economics
b)
Humanities
c)
Arts
d)
Management
10.
According to the presentation, which of the following is a reward of working in the Securities & Investments Pathway?
a)
The need for little education
b)
Traveling
c)
Closing a deal
d)
Managing your own company
11.
Which of the following is NOT a career in the Business Finance Pathway?
a)
Capital budgeting specialist
b)
Credit analyst
c)
Project finance manager
d)
Stocks and bonds support specialists
12.
Which of the following is an important requirement for all investment consultants?
a)
Obtaining an associate’s degree
b)
Obtaining a bachelor’s degree
c)
Knowing the history of consulting
d)
Understanding the global market
13.
management of large amounts of money or means of providing money or credit for something
a)
Finance
b)
Securities
c)
Claimant
d)
Subsidiary
14.
policies which eliminate risks associated with business transactions, serious hazards, accidents and more
a)
Insurance
b)
Finance
c)
Securities
d)
Claimant
15.
market where producers can go to sell and trade raw goods
a)
Commodity Markets
b)
Insurance
c)
Finance
d)
Securities
16.
component of the financial market where investments can be made
a)
Securities Markets
b)
Commodity Markets
c)
Insurance
d)
Finance
17.
loans made specifically to a business or corporation
a)
Industrial Loans
b)
Securities Markets
c)
Commodity Markets
d)
Insurance
18.
pooling money into one professionally managed investment
a)
Mutual Funds
b)
Industrial Loans
c)
Securities Markets
d)
Commodity Markets
19.
taking ownership or part ownership of an asset with the hopes of generating income
a)
Investments
b)
Mutual Funds
c)
Industrial Loans
d)
Securities Markets
20.
evaluations of the ability of an individual or organization to fulfill their financial obligations
a)
Credit Ratings
b)
Investments
c)
Mutual Funds
d)
Industrial Loans
21.
process of converting information into a digital format
a)
Digitization
b)
Credit Ratings
c)
Investments
d)
Mutual Funds
22.
company which assists or supplements another company
a)
Subsidiary
b)
Digitization
c)
Credit Ratings
d)
Investments
23.
person making a claim in order to gain something, such as government aid
a)
Claimant
b)
Subsidiary
c)
Digitization
d)
Credit Ratings
24.
investments such as stocks, bonds and mutual funds
a)
Securities
b)
Claimant
c)
Subsidiary
d)
Digitization
25.
Fill in the blanks using the word bank provided. Professionals working in the Securities & Investments Pathway work with brokerage _____, investment banks and stock exchanges to support the flow of funds from investors to companies and institutions. Securities include many kinds of investments, including stocks, bonds and mutual funds.
a)
Firms
b)
Companies
c)
Flow
d)
Exchange
26.
Fill in the blanks using the word bank provided. Professionals working in the Securities & Investments Pathway work with brokerage _____, investment banks and stock exchanges to support the flow of funds from investors to companies and institutions. Securities include many kinds of investments, including stocks, bonds and mutual funds.
a)
Firms
b)
Companies
c)
Flow
d)
Exchange
27.
Fill in the blanks using the word bank provided. Professionals working in the Securities & Investments Pathway work with brokerage firms, investment banks and stock exchanges to support the flow of funds from _______ to companies and institutions. Securities include many kinds of investments, including stocks, bonds and mutual funds.
a)
Investors
b)
Trades
c)
Funds
d)
firms
28.
Fill in the blanks using the word bank provided. Professionals working in the Securities & Investments Pathway work with brokerage firms, investment banks and stock exchanges to support the _______ of funds from investors to companies and institutions. Securities include many kinds of investments, including stocks, bonds and mutual funds.
a)
Flow
b)
Exchange
c)
Marketers
d)
Stocks
29.
Fill in the blanks using the word bank provided. Professionals working in the Securities & Investments Pathway work with brokerage firms, investment banks and stock exchanges to support the flow of funds from investors to companies and institutions. Securities include many kinds of investments, including _______, bonds and mutual funds.
a)
Stocks
b)
Investors
c)
Trades
d)
Funds
30.
Match the pathway with their role: Accounting
a)
Record, summarize and analyze a businesses' financial information for use in management decision-making
b)
Support the flow of funds from investors to companies and institutions
c)
Manage policy and strategy of an organization’s capital structure, budgeting, acquisition and investment, financial modeling and planning, funding, dividends and taxation
d)
Accept deposits, lend money and extend credit
31.
Match the pathway with their role: Banking Services
a)
Accept deposits, lend money and extend credit
b)
Protect individuals and businesses from financial loss
c)
Record, summarize and analyze a businesses' financial information for use in management decision-making
d)
Support the flow of funds from investors to companies and institutions
32.
Match the pathway with their role: Business Finance
a)
Manage policy and strategy of an organization’s capital structure, budgeting, acquisition and investment, financial modeling and planning, funding, dividends and taxation
b)
Accept deposits, lend money and extend credit
c)
Protect individuals and businesses from financial loss
d)
Record, summarize and analyze a businesses' financial information for use in management decision-making
33.
Match the pathway with their role: Insurance
a)
Protect individuals and businesses from financial loss
b)
Record, summarize and analyze a businesses' financial information for use in management decision-making
c)
Support the flow of funds from investors to companies and institutions
d)
Manage policy and strategy of an organization’s capital structure, budgeting, acquisition and investment, financial modeling and planning, funding, dividends and taxation
34.
Match the pathway with their role: Securities & Investments
a)
Support the flow of funds from investors to companies and institutions
b)
Manage policy and strategy of an organization’s capital structure, budgeting, acquisition and investment, financial modeling and planning, funding, dividends and taxation
c)
Accept deposits, lend money and extend credit
d)
Protect individuals and businesses from financial loss
35.
Match the Career with the correct Pathway: Auditors
a)
Accounting
b)
Banking Services
c)
Business Finance
d)
Insurance
36.
Match the Career with the correct Pathway: Bookkeepers
a)
Accounting
b)
Banking Services
c)
Business Finance
d)
Insurance
37.
Match the Career with the correct Pathway: Accounting Clerks
a)
Accounting
b)
Banking Services
c)
Business Finance
d)
Insurance
38.
Match the Career with the correct Pathway: Loan Officers
a)
Banking Services
b)
Business Finance
c)
Insurance
d)
Securities & Investments
39.
Match the Career with the correct Pathway: Acquisition Specialist
a)
Banking Services
b)
Business Finance
c)
Insurance
d)
Securities & Investments
40.
Match the Career with the correct Pathway: Trust Officers
a)
Banking Services
b)
Business Finance
c)
Insurance
d)
Securities & Investments
41.
Match the Career with the correct Pathway: Capital Budgeting Specialist
a)
Business Finance
b)
Insurance
c)
Securities & Investments
d)
Accounting
42.
Match the Career with the correct Pathway: Project Analyst
a)
Business Finance
b)
Insurance
c)
Securities & Investments
d)
Accounting
43.
Match the Career with the correct Pathway: Credit Analyst
a)
Business Finance
b)
Insurance
c)
Securities & Investments
d)
Accounting
44.
Match the Career with the correct Pathway: Actuaries
a)
Insurance
b)
Securities & Investments
c)
Accounting
d)
Banking Services
45.
Match the Career with the correct Pathway: Claims Adjusters
a)
Insurance
b)
Securities & Investments
c)
Accounting
d)
Banking Services
46.
Match the Career with the correct Pathway: Underwriters
a)
Insurance
b)
Securities & Investments
c)
Accounting
d)
Banking Services
47.
Match the Career with the correct Pathway: Investment Bankers
a)
Securities & Investments
b)
Accounting
c)
Banking Services
d)
Business Finance
48.
Match the Career with the correct Pathway: Securities Sales Agents
a)
Securities & Investments
b)
Accounting
c)
Banking Services
d)
Business Finance
49.
Match the Career with the correct Pathway: Traders
a)
Securities & Investments
b)
Accounting
c)
Banking Services
d)
Business Finance
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