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Worksheets

Financial Success

Total questions: 10

Worksheet time: 4mins

Name
Class
Date
1.

What is the significance of having a financial plan?

a)

It helps you be in control of your income,

b)

It is not advantageous to have a financial plan

c)

You can manage your money and achieve your goals

d)

Both A and C

2.

What might happen if you don’t have a financial plan?

a)

A lack of savings, less financial security

b)

Nothing will change

c)

You can do what you want with your money with no consequences.

d)

A higher likelihood of going into debt,

3.

Bonus Question: What can you do in your life to better keep in check what money you have, and how you can grow it?.

4 lines
4.

What are some careers that are associated to financial success?

a)

Financial Advisor

b)

Accounting

c)

Yoga Instructor

d)

Government Official

5.

What doe a Financial Analyst do?

a)

They swim in money

b)

They help you save your money

c)

They examine the past and present financial status of a company to determine the potential risk of investing in that company

d)

They take your money for taxes

6.

How might a Financial Analyst find out if a company is right to invest in?

a)

They look up an article about them on Wikipedia

b)

They ask thier friends about the company

c)

They wing it

d)

They travel to the company and interview workers there

7.

What qualifications does a Financial Analyst usually need to get hired?

a)

Bachelors Degree

b)

High school Diploma

c)

Doctorate

d)

Associates Degree

8.

Where does a Financial Analyst usually work from?

a)

From an office building

b)

Nomadically - They go from hotel to hotel

c)

They work from home

d)

They work at the clients house

9.

What is most likely to make you the most money over time?

a)

Compound Interest

b)

Simple Interest

c)

Investing in stocks

d)

Saving Money

10.

How can you do right now to start being financially successful?

a)

Start a bank account that uses some form of interest

b)

Create a budget that is 25% of your income

c)

Look into the stock market and start investing

d)

All of the above