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District Exam Study Guide

Total questions: 111

Worksheet time: 2hrs 33mins

Name
Class
Date
1.
Which type of account has very high liquidity (easy to access), low or no interest, and low minimum balance? 
a)
Money Market Account
b)
Investment Retirement Account (IRA)
c)
Checking Account
d)
Certificate of Deposit
2.
Which type of account has very high liquidity (easy to access), low or no interest, and low minimum balance? 
a)
Money Market Account
b)
Investment Retirement Account (IRA)
c)
Checking Account
d)
Certificate of Deposit
3.
Which of the following is the most important to consider when planning a budget?
a)
A budget for unexcpected expenses before expected expenses
b)
Budget for fixed expenses Before flexible expenses
c)
Budget for needs before wants
d)
Budget for unexpected events before expected expenses
4.
an unexpected event or circumstance without deliberate intent.
a)
Accident Only
b)
Accident 
c)
Actuary 
d)
All-Risk
5.

coverage that protects against financial loss because of legal liability for motor vehicle related injuries (bodily injury and medical payments) or damage to the property of others caused by accidents arising out of ownership, maintenance or use of a motor vehicle (including recreational vehicles such as motor homes). Commercial is defined as all motor vehicle policies that include vehicles that are used primarily in connection with business, commercial establishments, activity, employment, or activities carried on for gain or profit. No Fault is defined by the state concerned.

a)

Auto Physical Damage

b)

Automobile Liability Insurance

c)

Auto Liability

d)

Chartered Property Casualty Underwriter (CPCU)

6.
Money charged for the insurance coverage reflecting expectation of loss.
a)
Premium
b)
Premiums Earned
c)
Premiums Net
d)
Premiums Written 
7.
liability coverage for contents within a renter's residence. Coverage does not include the structure but does include any affixed items provided or changed by the renter.
a)
Term Insurance
b)
Self-Insurance 
c)
Renters Insurance
d)
Retrocession 
8.
life insurance payable only if death of insured occurs within a specified time, such as 5 or 10 years, or before a specified age.
a)
Underwriter
b)
Term Insurance
c)
Title Insurance 
d)
Universal Life Insurance
9.
The benefits of renting include 
a)
less initial capital outlay 
b)
• increased mobility 
c)
fewer maintenance expenses 
d)
all the above
10.
The benefits of buying a home include 
a)
possibility of building equity 
b)
right to deduct interest on Federal Income Tax
c)
opportunity to personalize to own taste. 
d)
All the above
11.
What are some expenses related to utilities? 
a)
installation 
b)
deposits 
c)
monthly payments for service 
d)
all the above
12.
Your capacity to borrow, or the maximum amount of money you can borrow.
a)
Credit Card
b)
Credit
c)
Line of Credit
d)
Revolving Credit
13.
Your past record of making payments on your liabilities. Good credit means you have a history of paying your debts on time.
a)
Credit
b)
Credit Rating
c)
Credit History
d)
Line of Credit
14.
The amount borrowed.
a)
Loan
b)
Budget
c)
Principal
d)
Debit Card
15.
Assets which you have obtained in order to provide future increases in value. This may be periodic payments received from interest income or dividends, or from appreciation.
a)
Portfolio
b)
Liquidity
c)
Investments
d)
Dividend
16.
the total of all goods and services produced in a nation in a given year.
a)
Economic Indicator
b)
Consumer Price Index
c)
Rate of Return (ROR)
d)
Gross Domestic Product
17.
measures the rate of inflation by monitoring the average change in the price of several hundred goods and services in the country
a)
Prime Rate
b)
Gross Domestic Product - Economic Growth
c)
Consumer Price Index
d)
Time Value of Money
18.
number of years it will take an investment or debt to double.
a)
Rule of 72
b)
Rate of Return (ROR)
c)
Return on Investment (ROI)
d)
Risk and Return
19.
contract between a policyholder and an insurer
a)
 health plan
b)
 policy
c)
 insurance policy
20.

Which statement describes the law of demand?

a)

As prices rise, quantity demanded decreases

b)

As prices rise, demand decreases.

c)

As prices fall, quantity demanded decreases.

d)

As prices fall, demand decreases.

21.

Which explains why a supply line is upward sloping?

a)

the Law of Demand states there is an indirect relationship between price and quantity

b)

the Law of Supply states there is a direct relationship between price and quantity

c)

the Law of Supply compares marginal costs and marginal benefits in a constant rate

d)

the Law of Demand shows a positive relationship between two goods, creating the slope

22.

Which is an example of the Law of Demand at work?

a)

The price of the pizza goes up when the price of cheese goes up.

b)

Demand for pizza goes down when tacos become more popular

c)

The price of pizza falls when the demand for pizza falls

d)

Demand for pizza rises when the price of pizza falls

23.

What causes a shift in the demand curve?

a)

A decrease in price

b)

An increase in price

c)

A change in an area other than price

d)

A change in price and availability

24.

The amount of a good or service that producers are willing and able to sell at all possible prices during a given period of time.

a)

Supply

b)

Demand

c)

Factor of Production

d)

Production

25.

The market equilibrium price is the price at which

a)

surpluses depress the number of goods supplied

b)

shortages and surpluses will have no effect on the market

c)

the government will not intervene in the market

d)

the quantity demanded is the same as the quantity supplied

26.

What is the Equilibrium Price?

a)

1

b)

2

c)

3

d)

4

27.

When there is a shortage the price will usually?

a)

rise

b)

fall

c)

remain the same

d)

equilibrium

28.

The diagram represents a(n)

a)

increase in supply

b)

decrease in supply

c)

change in quantity supplied

d)

none of the above

29.

The diagram represents a

a)

increase in demand

b)

decrease in demand

c)

change in quantity demand

d)

none of the above

30.

Fiscal Policy is controlled by...

a)

The Government

b)

The Federal Reserve System

c)

The states

d)

The Department of Commerce

31.

The two "tools" of Fiscal Policy are:

a)

the power to tax

b)

the power to spend

c)

the power to borrow money

d)

the power to print money

32.
Taxing & spending to help the economy grow is referred to as
a)
expansionary policy
b)
monetary policy
c)
contractionary policy
d)
budget deficit
33.
Taxing & spending to slow the economy is referred to as 
a)
budget surplus 
b)
monetary policy
c)
contractionary policy
d)
budget deficit
34.

During a economic expansion, the Federal Government should use...

a)

an expansionary fiscal policy

b)

a contractionary fiscal policy

35.

During a contraction / recession, the Federal Government should use

a)

an expansionary fiscal policy

b)

a contractionary fiscal policy

36.
An example of expansionary fiscal policy would be
a)
cutting taxes.
b)
cutting government spending.
c)
cutting production of consumer goods.
d)
cutting prices of consumer goods.
37.
If the unemployment rate is rising and GDP is falling, the fiscal policy action that the federal government should MOST likely follow is 
a)
decreasing taxes.
b)
decreasing spending.
c)
decreasing the money supply.
d)
decreasing the reserve requirement.
38.
If and economy experiences a dramatic rise in prices, which fiscal policy action could be taken?
a)
Selling securities on the open market
b)
Raising interest rates
c)
Reducing government spending
d)
Raising reserve requirements
39.
The Federal government is concerned that economic growth is too high, that it is unsustainable, and that inflation is resulting. Which of the following fiscal policies  might be enacted to reduce inflation?
a)
Increasing taxation
b)
Open market sales
c)
decreasing taxation
d)
Increasing government spending
40.
When the government raises taxes, what does it take out of circulation?
a)
Money
b)
Credit
c)
People
d)
Jobs
41.

Which of the following statements is true?

a)

Contractionary monetary policy would increase government revenue & slow down the economy.

b)

Contractionary fiscal policy would decrease the reserve requirement & slow down the economy.

c)

Contractionary fiscal policy would lead to an increase in the national debt.

d)

Contractionary monetary never works

42.

What makes up the largest area of government spending?

a)

Food Stamps

b)

Medicare

c)

Social Security

d)

Interest payments

43.
Which of the following is an example of expansionary policy?
a)
The Fed sells bonds
b)
the Fed raises reserve requirements
c)
the Fed buys bonds
d)
the Fed raises the Fed funds rate
44.
An example of a contractionary fiscal policy would be if:
a)
taxes were cut
b)
the government bailed out GM 
c)
the Fed decrease the fed funds rate
d)
taxes were increased
45.

Who is responsible for making fiscal policy decisions? 

a)
The President and Congress
b)
The Federal Reserve System
c)
The National Council of Economic Advisors
d)

The Federal Open Market Committee

46.

The federal government's overall approach to spending and taxes is called

a)

The Federal Open Market Committee

b)

Fiscal Policy

c)

The Federal Reserve

d)

Monetary Policy

47.

Which of the following would stimulate the economy? Choose all that apply!

a)

Decrease taxes

b)

Raise taxes

c)

Government spends more on Science research

d)

Government cuts organizations like the National Science Foundation

48.

The headline below indicates which type of policy:

"Fed unleashes another big rate hike in bid to curb inflation"

a)

Fiscal policy

b)

Monetary policy

49.

Monetary policy decisions are made by:

a)

Congress

b)

Senate

c)

The Fed

d)

President

50.

Taxing and Spending are tools of

a)

fiscal policy

b)

monetary policy

51.

Is a joint effort between the executive and legislative branches

a)

fiscal policy

b)

monetary policy

52.

In order to help the economy grow, the government will decrease or lower taxes. This allows people to have more money and buy more goods and services.

a)

fiscal policy

b)

monetary policy

53.

What can the government do to slow the economy in order to reduce inflation?

a)

lower taxes

b)

raise taxes

c)

spend more

54.

To help the economy grow, the government can

a)

increase spending

b)

decrease spending

c)

lower the minimum wage

d)

raise taxes

55.

The action by the FED to adjust the size of the money supply, and to adjust interest rates in order to keep prices down and employment high.

a)

fiscal policy

b)

monetary policy

56.

In order to help the economy grow, the FED may____________the reserve requirement, allowing banks to loan more people money so that they spend more

a)

lower

b)

raise

c)

ignore

d)

end

57.

In order to slow the economy, the FED may____________ the reserve requirements and there will be less money to loan out to people.

a)

increase

b)

decrease

c)

spend more

d)

tax more

58.

The amount that all banks have to keep in the reserve and they can't loan out to people

a)

monetary lending

b)

fiscal spending

c)

reserve requirement

d)

lending policy

59.

The interest rate the FED charges banks to borrow money will be lowered to help the economy grow and raised to slow the economy

a)

reserve requirement

b)

discount rate

c)

bank rate

d)

monetary bank

60.
The manipulation of the money supply in order to influence the cost and the availability of credit is 
a)
Banking Policy
b)
Fiscal Policy
c)
Monetary Policy
d)
Spending Policy
61.
If the Federal Reserve System wanted to stimulate the U.S. economy and reduce unemployment, it would
a)

cause interest rates to decrease because low interest rates encourage business growth and expansion

b)

cause interest rates to rise because high interest rates encourage business growth and expansion

c)

increase the discount rate it charges banks, which would increase the money supply

d)

increase consumer spending by reducing the money supply

62.
Which of the following is not a tool of fiscal policy?
a)
Taxing
b)
Spending
c)
Interest Rates
d)
All of these options are tools of fiscal policy.
63.
When the government raises taxes, what does it take out of circulation?
a)
Money
b)
Credit
c)
People
d)
Jobs
64.
True or False-- the Federal Reserve helps with fiscal policy
a)
True
b)
False
65.

Owned by members or employees of a local employer

a)

Bank

b)

Credit Union

c)

Both

66.

Offers an ATM

a)

Bank

b)

Credit Union

c)

Both

67.

Caters to individuals

a)

Bank

b)

Credit Union

c)

Both

68.

Offers Savings and Checking Accounts

a)

Bank

b)

Credit Union

c)

Both

69.

Caters services to businesses but also serves individual customers

a)

Bank

b)

Credit Union

c)

Both

70.

Nonprofit

a)

Bank

b)

Credit Union

c)

Both

71.

Profit

a)

Bank

b)

Credit Union

c)

Both

72.

No membership required

a)

Bank

b)

Credit Unions

c)

Both

73.

Generally lower savings rates and higher fees

a)

Banks

b)

Credit Cards

c)

Both

74.

May be more limited in the financial products offered

a)

Bank

b)

Credit Union

c)

Both

75.

NCUA provides deposit insurance

a)

Bank

b)

Credit Union

c)

Both

76.

Membership required

a)

Bank

b)

Credit Union

c)

Both

77.

Often higher savings rates and lower fees

a)

Bank

b)

Credit Union

c)

Both

78.

FDIC provides insurance

a)

bank

b)

credit union

c)

both

79.

doesn't have as many branch locations

a)

bank

b)

credit union

c)

both

80.

What is debt?

a)

Another word for death

b)

Something, typically money, that is owed or due

c)

A loan on which you do not have to pay interest

d)

That which is incurred during childhood and consummated in college

81.

What is a credit card?

a)

The ace of diamonds

b)

A large plastic card designed to ruin consumer's finances

c)

A small plastic card issued by the government attached to a line of credit

d)

A small plastic card issued by a bank and attached to a line of credit

82.

An amount of credit extended to a borrower is known as a...?

a)

Line of Extension

b)

Several dollars lined up in a straight line

c)

Available Credit

d)

In the finance world it is referred to as a "long nose"

83.

Revolving credit is...

a)

a type of credit that can be used repeatedly up to a certain limit as long as the account is open and payments are made on time.

b)

a type of credit that can be used only once up to a certain limit and must be closed immediately after all payments are due

c)

a spinning door with money in it

d)

a round device that holds credit cards and spins, making it easy to shuffle through all your credit cards quickly

84.

Which of the following is not a characteristic of an installment loan?

a)

repaid over time

b)

scheduled payments

c)

accompanied by an interest rate

d)

also known as a revolving loan

85.

What is a credit score?

a)

a number between 300 and 850 representing your creditworthiness

b)

a statistical number that evaluates a consumer's creditworthiness and is based on credit history.

c)

Often referred to as a FICO score

d)

All of the above

86.

What is an interest rate?

a)

it is your level of interest about a certain topic expressed as a percentage of your total interest

b)

The amount in terms of dollars that you have to pay back on a purchase

c)

it is the rate at which your interest in something expires. The higher the number, the quicker your interest expires

d)

The amount in terms of a rate or percentage that you have to pay back on an amount borrowed

87.

What is a credit report?

a)

A detailed report of an individual's credit history prepared by a credit bureau and used by a lender in determining a loan applicant's creditworthiness

b)

A detailed report of a bank's credit history prepared by a credit expert and used by consumers in determining a bank's creditworthiness

c)

A report which shows which credit cards are better than others

d)

A report invented by Allan Greenspan and credited to Al Gore

88.

The process of collecting funds that are owed and past due is called...

a)

gathering

b)

dollar collecting

c)

overdrafting

d)

collections

89.

What are the qualities of a charge-off account

a)

the declaration by a creditor (usually a credit card) that an amount of debt is unlikely to be collected

b)

the point at which a financial institution reports poor credit performance to a credit bureau

c)

the point at which an account that has not been paid has a negative impact on your credit score

d)

all of the above

90.

What is bankruptcy?

a)

A point in time where everything a person owns has been given to charity

b)

A legal proceeding involving a person or business that is unable to repay outstanding debts in which the debtor's assets are measured and evaluated, whereupon the assets are used to repay a portion of outstanding debt

c)

When a bank is built on top of a volcano and the volcano erupts causing a bank(e)ruptcy

d)

A legal proceeding involving a person or business that is more than capable of repaying outstanding debts in which all of the debtor's assets are measured and evaluated, and then given away to those in need

91.

What is a loan term?

a)

The amount of time a revolving line of credit can be open

b)

The payment of income to a savings account in regular payments over a set period of time.

c)

The period in which the loan is to be repaid, each payment broken down into individual installments

d)

Specifically related to the black market for human organs, and typically meant as the length of time one's kidney will be used for other purposes

92.

What is a benefit of going to college and having a college degree?

a)

Lower lifetime earnings

b)

Lower interest rates on future loans

c)

Expanded professional and social netowrk

d)

Guaranteed starting salary of $50,000 after graduation

93.

All of the following are costs of going to college EXCEPT...

a)

Tuition and fees

b)

Room and board

c)

Textbooks and school supplies

d)

Scholarships and grants

94.

Which is TRUE about sticker price and net price?

a)

Net price is the sticker price minus loans

b)

Sticker Price is the published cost of going to a school

c)

Net price is the sticker price minus loans

d)

Sticker price is the net price minus scholarships & grants

95.

When does the FAFSA filing period open every year?

a)

January 1st

b)

June 1st

c)

October 1st

d)

December 1st

96.

Why should you file the FAFSA as early as possible?

a)

It can help your chances of being accepted into schools

b)

Aid is given out on a first-come, first-serve basis

c)

You're guaranteed to get more merit-based scholarships

d)

You'll get a lower interest rate on federal student loans

97.

When filing the FAFSA, you are eligible for all of the following EXCEPT:

a)

Grants and Scholarships

b)

Private Student Loans

c)

Work-Study

d)

Federal Student Loans

98.

How do scholarships and grants differ?

a)

Scholarships are need-based; grants are merit-based

b)

Grants are private forms of aid; scholarships are federal

c)

Grants are need-based; scholarships are merit-based

d)

They're not different; they are one and the same

99.

What do you need to file your FAFSA if you're a dependent?

a)

Just your tax forms

b)

Your high school student ID number

c)

Your and your parents' tax forms from 2 years priors

d)

A pay stub if you had a job in the past year

100.

Which is TRUE about the FAFSA?

a)

You only need to file the FAFSA 1x in your college career

b)

Your parents must earn below a set amount for you to apply

c)

You need to file it at the start of every quarter/semester

d)

There is no cost to file the FAFSA

101.

Which is TRUE about the Student Aid Index (SAI)?

a)

It's the cost of filing the FAFSA

b)

It's how much you & your family are expected to pay for college

c)

It's another term for "net price"

d)

It's how much your parents must contribute towards college

102.

Which of the following is the correct flow of submitting/receiving these documents?

a)

FAFSA Submission Summary > FAFSA > Financial Aid Package

b)

Financial Aid Package > FAFSA Submission Summary > FAFSA

c)

FAFSA > Financial Aid Package > FAFSA Submission Summary

d)

FAFSA > FAFSA Submission Summary > Financial Aid Package

103.

What must you do if you accept a Federal student loan?

a)

Agree to an official credit check by the government

b)

Pay off all credit card debt

c)

Pay a refundable deposit to secure your loan

d)

Sign a Master Promissory Note

104.

Which of the following is TRUE about how you get your financial aid?

a)

All financial aid is paid directly to you in one payment

b)

All financial aid is paid to you in installments

c)

Aid is 1st applied to your account; you get the rest

d)

The school receives all of your financial aid

105.

Which of the following is TRUE about federal and private student loans?

a)

Private loans may be subsidized; federal ones are not

b)

Both types offer the same repayment plans

c)

Private loans always offer fixed interest rates

d)

Fed. loans don't have prepayment penalties; private ones may

106.

How can you lower the total amount you in pay in student loans?

a)

Choose a repayment plan with a longer term

b)

Accept private loans first, then federal ones

c)

Make interest payments during your grace period

d)

Accept loans with variable interest rates, not fixed ones

107.

If you select a repayment plan with a longer term for your loans...

a)

You will have a larger monthly pyament

b)

You will have a smaller monthly payment

c)

You will pay less in interest

d)

You will pay the same amount in interest

108.

Which is TRUE about loan payments?

a)

$ goes 1st towards the principal, then the accrued interest

b)

Interest rate has little impact on total cost of the loan

c)

Payments are not split between interest and principal

d)

Interest can be added to the principal if it goes unpaid

109.

What can happen if you don't make payments towards your student loans?

a)

You may lose your car or home

b)

Your loan balance may become due in full, but no interest

c)

You may lose your car or home

d)

Your credit score may suffer

110.

When looking at a financial aid award letter, which type(s) of aid would you have to pay BACK?

a)

Federal Pell Grant

b)

Direct Subsidized Loan

c)

Merit Scholarship

d)

Federal Work-Study

111.

In what order should you accept different types of financial aid?

a)

Work-study, scholarships, federal loans, private loans

b)

Private loans, scholarships, work-study, federal loans

c)

Scholarships, work-study, federal loans, private loans

d)

Scholarships, work-study, private loans, federal loans