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Phase 3 Student Competition Quiz

Total questions: 7

Worksheet time: 5mins

Name
Class
Date
1.

What is the primary difference between 'Good Debt' and 'Bad Debt'?

a)

Good Debt = not manageable debt

Bad Debt = manageable debt

b)

Good Debt = short-term debt

Bad Debt = long-term debt

c)

Good Debt = high interest rates

Bad Debt = low interest rates

d)

Good Debt = increases wealth

Bad Debt = decreases wealth

2.

How much money should be in your 'Emergency Fund'?

a)

$2500 - $5,000

b)

6-12 months worth of living expenses

c)

3-6 months worth of living expenses

d)

Minimum $5,000

3.
  1. What is the role of an 'Emergency Fund' in preventing 'Bad Debt'?

a)

It provides a financial cushion for unexpected expenses, reducing the need to rely on loans

b)

It increases the need for debt

c)

It decreases savings

d)

It avoids financial planning

4.
  1. Why is it important to avoid loans for 'Wants' or 'Luxury Items'?

a)

Because these must be paid for from your budget with cash so that you avoid unnecessary debt

b)

Because they are tax-deductible

c)

Because they decrease your debt

d)

Because they increase your savings

5.

Scenario Question (Double Points!)

You have a $5,000 balance on a high-interest credit card and receive a $3,000 bonus.

How should you use the bonus?

a)
  • Invest it into long term diversified funds

b)
  • Pay off as much of the credit card balance as possible

c)
  • Spend it on a vacation

d)

Add the money to your 'Savings' bucket

6.

Scenario Question (Double Points!)

Jake has an emergency fund of $1,500 and faces an unexpected car repair costing $1,200. Should he use his emergency fund or put it on a credit card?

a)

Pay the expense using a credit card loan

b)

Use the emergency fund to avoid bad debt

c)

Borrow money from his family or friends

d)

Delay the repair until he gets his bonus

7.

Scenario Question (Double Points!)


Tom realises he doesn't have an emergency fund, but he wants to invest money into long-term diversified funds to build his wealth. What should he do?

a)

Invest in the stock market and use his 'Wants' bucket to cover any future emergencies

b)

Invest in the stock market and take out a loan to cover future emergency expenses

c)

Build an emergency fund in a high-interest savings account before investing

d)

Build an emergency fund and then never invest into diversified funds as its too risky