WorksheetsFinancial Planning I
Total questions: 34
Worksheet time: 17mins
Procrastination
A mental, physical, or emotional feeling of pressure or tension
Statements that you make, telling yourself what you want to achieve
To determine the order for completion of activities based on their importance
Putting off until tomorrow what could have been done today
Goals
A detailed record of how you spend your time
To determine the order for completion of activities based on their importance
Statements that you make, telling yourself what you want to achieve
A list of activities that a person plans to accomplish during a certain period of time
Free Time
A measurable concept, quantitatively determined by the ratio of useful output to total input
Time that is free of scheduled or planned duties and responsibilities
How people use the 24 hours in their day
A method used to rank goals in order of importance; goals identified with an "A" are most important, "B" somewhat important, and "C" represents least importamt
Objectives
Statements that you make, telling yourself what you want to achieve
A list of activities that a person plans to accomplish during a certain period of time
To determine the order for completion of activities based on their importance.
Concrete tasks that help you on your way to achieving your goals
ABC Principle
A method used to rank goals in order of importance; goals identified with an "A" are most important, "B" signifies somewhat important, and "C" represents least importamt
A list of activities that a person plans to accomplish during a certain period of time
Refers to how easily assets can be converted to cash
A company's registration statements, formal and periodic reports and other forms that are provided to the U.S Securities and Exchange Comission (SEC)
To determine the order for completion of activities based on their importance
Time log
To-Do-List
Prioritize
Time Management
Stress
A mental, physical, or emotional feeling of pressure or tension
easily agitated or alarmed; tending to be anxious; highly strung
A feeling of fear, dread, and uneasiness
Cause physical pain or injury to
A detailed record of how you spend your day
To-do List
Time Log
Time Management
Objectives
Time Management
Time that is free of scheduled or planned duties and responsibilites
A list of activities that a person plans to accomplish during a certain period of time
A detailed record of how you spend your time
How people use the 24 hours in their day
A list of activities that a person plans to accomplish during a certain period of time
Free Time
Time Log
Time Management
To-Do List
Deposit-taking
Financial institutions responsible for overseeing and managing all other banks.
A financial institution which people can pay money so that it can be held there and earn interest
A nonprofit financial institution providing traditional banking services and is created, owned, and operated by its members.
Financial institutions that provide services and act as an intermediary in complex transactions
An entity that helps to ensure that the funds supplied by the sources of capital are made available to those that need them (the users of capital). The best example is a commercial bank. The use of such an intermediary is called intermediation.
Semi-government
Financial Intermediary
Credit Rating
Valuation
Accounts payable
A financial statement that captures the financial condition of the business at the particular moment
Money a company owes
Money that is owed to a company
An estimate of income and expenditures over a certain period of time.
A ____ organization is defined as an institution by the meaning of both public and private perspectives that combines the elements of government bureaucracy as well as a private company.
Semi-government
Continuous Markets
Eurobond
Credit Rating
An assessment of the creditworthiness of a borrower in general terms or with respect to a particular debt or financial obligation. A credit rating can be assigned to any entity that seeks to borrow money-- an individual, corporation, state or provincial authority, or sovereign government
Bonds
Securities
Valuation
Credit Rating
Financial Market
A type of market where traders can trade at any time when the market is open. Buyers and sellers continuously place their orders and are matched on a continuous basis
Any marketplace where trading of securities including equities, bonds, currencies, and derivatives occur
A type of market in which each transaction takes place at predetermined time intervals
Financial institutions responsible for overseeing and managing all other banks
The process of determining the current worth of an asset or a company. There are many techniques used for doing a valuation. An analyst placing a value on a company looks at the business's management, composition of its capital structure, the prospect of future earnings, and the market value of its assets
Valuation
Asset management
Private Placement
Private Placement
Records that show a business's financial activities
Private Placement
Export Financing
Asset Mangement
Financial Statements
An estimate of income and expenditures over a certain period of time
Data
Budget
Revenue
Average rate of return
Income Statement
A financial record that measures a company's performance during a certain period of time, particularly a quarter or a year
An overview of a company's assets, liabilities, and shareholders' equity at a specific time and date
A financial statement that shows how cash flows throughout a company. Allows investors to understand how a company's operations are running, where its money is coming from, and how money is being spent.
The statement of changes in equity tracks total equity over time.
Liquidity
Refers to how easily assets can be converted into cash
A measurable concept, quantitatively determined by the ratio of useful output to total input
A basic good used in commerce that is interchangeable with other commodities of the same type
A guarantee that a check, ATM, wire transfer or debit card transaction will clear if the account balance falls below zero
Accounts receivable
Money a company owes
An estimate of income and expenditures over a certain period of time
Money that is owed to a company
Resources owed by business or an indivdual
Acquire
Resources owned by a business of an individual
To buy or obtain
Records that show a business's financial activities
Impartial, unbiased
Resources owned by a business or an individual
Accounts
Income Statement
Data
Assets
Consistent
A financial record
Assessing financial information
Unchanging
Facts and figures
Data
Facts and figures
Records that show a business's financial activities
The time period of investment
Rates and Returns
A measurable concept, quantitatively, determined by the ratio of useful output to total input
Eurobond
Asset Management
Liquidity
Efficiency
Call Markets
Financial institutions that help individuals transfer the risk of loss
Financial institutions responsible for overseeing and managing all other banks.
A type of market in which each transaction takes place at predetermined time intervals
A type of market where traders can trade at any time when the market is open. Buyers and sellers continuously place their ordered and are matched on a continuous basis
Lending investments in which individuals lend money to a government, municipality, or corporation to earn a set rate of interest for a specified time period
Lending investment
Bond
Stock
Mutual Fund
Investments in which lenders allow borrowers to use their money during a period of time for a specified fee or rate of interest
Lending investment
Bonds
Certificate of Deposit
Securities
A type of market where traders can trade at any time when the market is open. buyers and sellers continuously place their orders and are matched on a continuous basis
Debt Market
Call Market
Continuous Market
Foreign Exchange Market
Currency deposited by national governments or corporations, outside of its home market. For example, it can be currency held in banks located outside of the country which issues the currency
Eurocurrency
Eurobond
Collectibles
Securities
Is denominated in a currency other than the home currency of the country or market in which it is issued
Collectibles
Eurocurrency
Eurobond
Securities
A basic good used in commerce that is interchangeable with other items of the same type
Commodities
Stocks
Collectibles
Securities
