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EPF Final Exam

Total questions: 35

Worksheet time: 18mins

Name
Class
Date
1.

The knowledge and skills possessed by workers is known as

a)

Human Capital

b)

Entrepreneurship

c)

Worker Value

d)

Productivity

2.

Which of the following occupations requires the most human capital investment?

a)

Medical doctor

b)

Diesel mechanic

c)

Middle school teacher

d)

Banker

e)

Truck driver

3.

An I-9 form is used to verify that an employee has the--

a)

legal right to work in the United States

b)

required age to be employed

c)

tax identification number needed to withhold taxes

d)

human capital required for a position

4.

Every employer must fill out which of the following forms for every employee?

a)

I-9, W-2, and W-4

b)

W-2 and W-4

c)

W-4

d)

W-2

e)

I-9

5.

Which of the following forms will determine how much income tax is withheld from an employee’s paycheck?

a)

W-2 and W-4

b)

W-4

c)

W-2

d)

I-9

6.

What do economists mean when they say “There’s no such thing as a free lunch”?

a)

Every choice, including having lunch, has an opportunity cost

b)

What to have for lunch is a small and insignificant choice

c)

Anyone who buys you lunch will always want something in return

d)

Someone will always have to pay for lunch

7.

Match the following

a)

Floater insurance

1.

Special coverage for high-value personal property, such as jewelry.

b)

Loss of Use

2.

When property insurance covers the costs of living elsewhere.

c)

Liability

3.

Legal responsibility to cover the costs of injuries to others or damage to the property of others.

8.

Match the following

a)

Personal property

1.

Personal possessions you keep in your house—not the house itself.

b)

Renter's insurance

2.

Insurance that covers possessions but not the dwelling.

c)

Endorsement

3.

Special coverage for catastrophic events, such as earthquakes.

9.

The _________ for a health insurance policy must be paid whether or not the insured has any healthcare costs.

a)

premium

b)

co-pay

c)

deductible

10.

The ​ ​ (a)   for a health insurance policy determines how much the insured must pay before the insurance company pays for healthcare expenses.

Choose from the below words
deductible
premium
co-pay
11.

The original capital deposited or invested is called the--

a)

principal

b)

interest

c)

compounder

d)

multiplier

12.

If investing for a year, how frequently is simple interest paid on the principal investment?

a)

annually

b)

daily

c)

hourly

d)

never

13.

Compound interest is paid periodically on the principal plus--

a)

any interest earned

b)

any taxes paid on the earnings

c)

any taxes deducted from the earnings

14.

Which of these statements is true?

a)

Compound interest will lead to a larger sum of money than a comparable simple interest payment.

b)

Simple interest payments equal compound interest payments if invested over 10 years.

c)

Simple interest percentages must be lower than compound interest payments.

15.

You have $2,000 to invest at  1.5% interest. How long will it take to double this investment using the rule of 72?

a)

48 years

b)

27.8 years

c)

108 years

d)

72 years

16.

To get an approximation of how long it will take to double the size of your investment, use ________________________.

a)

the Rule of 70 or the Rule of 72

b)

the future value equation

c)

a ratio of the dollar amount invested and the interest rate

d)

the time value of money equation

17.

Match the following

a)

Mutual Funds

1.

Managed funds that pool money from many investors and invests the money in securities (i.e. stocks)

b)

Retirement Plans

2.

Long-term savings plans into which $ is added during a person's employment and drawn during retir.

c)

Stocks

3.

Represents an ownership share in a company

d)

Real estate investing

4.

The purchase, ownership, lease, or sale of land & any structures on it to earn money

e)

Bonds

5.

Loans you make to corporations, the government, or federal agencies; often called debt securities.

18.

The chance you take of making or losing money on your investment is known as--

a)

risk

b)

reward

c)

recession

d)

income

19.

__________ are not very liquid because you cannot take out money when you want or pay a penalty or lose interest; however, the longer the term the higher the return.

a)

Certificates of Deposit

b)

Savings Accounts

c)

Stocks

d)

Treasury Securities

20.

Match the following

a)

Savings account – the most basic type of account a bank offers; deposits are insured and earn interest

1.

Deposited funds earn interest, but at interest rates below most other options

b)

Stock – a share in the ownership of a company.

2.

A way to purchase a tiny fraction of a large company

c)

Bond – a type of loan to a company or government.

3.

Corporate debt purchased by an investor

d)

Dividend – a portion of the profits of a company earned by owners.

4.

Payments to the stockholders when a company performs well

21.

As the length of the term increases, the interest rates...

a)

stay the same

b)

decrease

c)

increase

22.

The largest fixed expense for a homeowner would be the--

a)

mortgage payment

b)

electric bill

c)

internet bill

d)

water bill

23.

State and local governments get most of their revenue from which of the following?

a)

Income taxes

b)

Property taxes

c)

Payroll taxes

d)

Excise taxes

24.

Which of the following types of taxes generates revenue for federal, state, and local governments?

a)

Income taxes

b)

Property taxes

c)

Payroll taxes

d)

Excise taxes

25.

The federal government does not collect--

a)

sales taxes

b)

income taxes

c)

payroll taxes

26.

Using the 7/70 method, a person with a $100,000 annual income should purchase how much life insurance?

a)

$490,000

b)

$49,000

c)

$245,000

d)

$700,000

27.

This part of your car insurance policy pays for damages to your car in case you are in an accident.

a)

Collision

b)

Uninsured motorist

c)

Comprehensive

d)

Overall vehicle

28.

For each money-related action below, drag and drop the financial institution service that best matches the action.

a)

Saving

1.

You keep your babysitting money in a jar in your room to buy a new pair of jeans.

b)

Spending

2.

You use an ATM at the mall to get some money for the movies.

c)

Investing

3.

You and a friend chip in on sound system so you can take some DJ jobs at parties around town.

d)

Lending

4.

You give your little brother $5 to buy baseball cards and make sure he pays you back.

e)

Borrowing

5.

You ask your parents for $120 to cover the cost of a new bike and plan to pay them back $10 monthly

29.

A worker wants to cash their paycheck. At which of the following locations will it be least expensive to cash the check?

a)

A grocery store

b)

The bank that issued her paycheck

c)

A check cashing store

30.

When you save money in a piggy bank to buy a new cell phone, this is most like the financial institution service of ​ (a)  

Choose from the below words
saving
lending
borrowing
investing
31.

The service of ​ (a)   provides a place to earn money over the long term by allowing other companies to use your money.

Choose from the below words
investing
lending
borrowing
saving
32.

Cory gives his friend money to buy a cheeseburger since he forgot his wallet at home, but he expects to be repaid. This represents the financial service of:

​ (a)  

Choose from the below words
lending
borrowing
investing
saving
33.

Which of the following is an example of unearned income?

a)

Interest income

b)

Commissions

c)

Overtime

d)

Tips

34.

Which of the following is the largest category of income?

a)

Salaries and wages

b)

Overtime pay

c)

Gratuities and bonuses

d)

Interest income

e)

Capital gains

35.

Taxes are included in which of the following?

a)

Gross pay

b)

Net pay