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WorksheetsFinancial Planning
Total questions: 10
Worksheet time: 5mins
Name
Class
Date
1.
Financial Planning is about budgeting and cutting back on unnecessary expenses.
a)
True
b)
False
2.
if
i'm generally moving in the right direction, my financial goals will take care of themselves.
a)
True
b)
False
3.
Financial planning is for people who are wealthier, older or younger than me.
a)
True
b)
False
4.
Working with a financial planner means that I can sit back during the process
a)
True
b)
False
5.
Financial planning is a quick fix for my finances
a)
True
b)
False
6.
Once I have a financial plan in place I can forget about it.
a)
True
b)
False
7.
Having a financial plan isn't going to make a difference in my case
a)
True
b)
False
8.
Mutual funds are for long term goals
a)
True
b)
False
9.
PSU means
a)
Public Sector undertakings
b)
Public saving units
10.
KOTAK Mahindra Bank NPS Scheme
a)
True
b)
False
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