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Types of Credit & Modeling Functions

Total questions: 38

Worksheet time: 19mins

Name
Class
Date
1.

Each of the following is an installment loan(pay per month), except for a(n) ___________, which is a revolving line of credit(means it changes per month).

a)
Auto loan
b)
Credit card
c)
Mortgage
d)
Student loan
2.

Keon plans to buy a new GMC Sierra for $47,000 at 5.5% APR. Which financing option would have the lowest total interest?

a)
60-month term and $2,000 down payment
b)
60-month term and $3,500 down payment
c)
36-month term and $3,500 down payment
d)
36-month term and $5,000 down payment
3.

In order to take out federal student loans, you need to…

a)
Have a credit score above 600
b)
Complete and submit the FAFSA
c)
Choose a repayment plan before enrolling
d)
Take out at least $6000 in private student loans
4.

Which of the following is an example of a secured debt (involves collateral)?

a)
A credit card
b)
A student loan
c)
An auto loan
d)
A personal loan from family
5.

Which of the following best describes a Schumer box?

a)
The portion of your monthly credit card bill that lists the minimum monthly payment due
b)
The portion of your credit card agreement that lays out the important rates and fees
c)
The portion of your credit card application that asks for your income and employment status
d)
The portion of a plastic credit card that holds the magnetic stripe or chip
6.

What is the main difference between an annual interest rate and an annual percentage rate (APR)?

a)
APR is the interest rate combined with guaranteed fees
b)
APR is almost always lower than interest rate
c)
Interest rate is for loans, while APR is for credit cards
d)
Interest rate is money you earn on investments, while APR is money you pay for debt
7.

For most American households, the largest source of debt is:

a)
Student loans
b)
Credit cards
c)
Medical debt
d)
Mortgages
8.

If you fall behind on your loan payments, all of the following are recommended steps, EXCEPT…

a)
Calling your lender to negotiate a payment plan that fits your needs
b)
Reducing your spending to divert additional income towards loan payments
c)
Putting your past due loan payments on a credit card
d)
Find additional sources of income to help catch up on past due payments
9.

All of the following affect the monthly payment amount of a mortgage EXCEPT…

a)
Down payment
b)
Interest rate
c)
Term of the loan
d)
The bank that issues the mortgage
10.

Mason takes out $2700 in Direct Subsidized student loans during their first semester of college. Which of the following statements is true?

a)
Their loans will immediately start accruing interest once taken out
b)
Their loans will start accruing interest after graduation
c)
Their loans will enter repayment after one year
d)
Their loans will enter repayment when they start their first job
11.

What is one way to guarantee you don’t pay interest on your credit card?

a)
Pay your entire balance in full every month
b)
Pay your minimum monthly payment on time
c)
Spend less than your credit limit
d)
Only make new purchases every other month
12.

After much shopping, Kelli found a car she’d love to buy. When it comes time to talk about financing, the salesperson at the dealer says, “I can offer you 6% on $24,000 for 5 years.” What do each of those numbers mean?

a)
6% is the term, $24,000 is the down payment, 5 years is the interest rate
b)
6% is the term, $24,000 is the interest rate, 5 years is the principal
c)
6% is the interest rate, $24,000 is term, 5 years is the principal
d)
6% is the interest rate, $24,000 is the principal, 5 years is the term
13.

Moto has a $7000 credit card balance, and he cannot afford to pay it all off at once. The larger his monthly payments…

a)
The longer it will take to pay it off and the smaller total interest he’ll pay
b)
The longer it will take to pay it off and the larger total interest he’ll pay
c)
The shorter it will take to pay it off and the smaller total interest he’ll pay
d)
The shorter it will take to pay it off and the larger total interest he’ll pay
14.

May is taking out student loans to pay for college. Why might she take out private student loans in addition to federal student loans?

a)
She is ineligible for some federal student loans due to her parents’ low credit scores
b)
She wants her private student loan balance to be forgiven under the Public Service Loan Forgiveness program
c)
She needs more funding than is available through federal student loans
d)
She wants to take advantage of the lower interest rates offered by private student loans
15.

In a fully-amortized loan, which statement is true?

a)
The principal portion of your payment increases and the interest portion decreases over time
b)
The principal portion of your payment increases and the interest portion increases over time
c)
The principal portion of your payment decreases and the interest portion decreases over time
d)
The principal portion of your payment decreases and the interest portion increases over time
16.

Nasir just got a letter from his credit card company that the terms of his agreement are changing. In the fine print, he notices that his interest will now be compounded daily instead of monthly. Nasir expects that his total interest will...

a)
Increase due to more frequent compounding
b)
Decrease due to more frequent compounding
c)
Stay the same because the compounding frequency has no effect on interest
d)
Increased by an additional $365
17.

Which of the following scenarios could be accurately represented with the following recursive sequence?

a)
An $8500 loan with a 4% monthly interest rate, compounded monthly
b)
An $8500 loan with a 4% annual interest rate, compounded monthly
c)
An $8500 loan that accrues $157 in interest each year
d)
An $8500 loan that will take 157 months to pay off
18.

Jay’s store credit card offers a special financing program. The fine print states that if he does not pay his balance in full in 2 years, he will have to pay interest on his original purchase balance at 22.93% APR compounded daily. If Jay purchases a $2200 TV and makes no payments for 2 years, what will his balance be? Use your calculator and the formula above.

(a)  

19.

What is the benefit of using an online calculator amortization over using the compound interest formula to calculate the total cost of the loan?

a)
An amortization table is more accurate than the compound interest formula that often produces incorrect results due to approximations
b)
An amortization table shows more details about your payments change over time than the compound interest formula
c)
An amortization table involves fewer numbers and variable than the compound interest formula
d)
An amortization table takes less time to set up and easier to learn how to use than the compound interest formula
20.

Missy was provided the following information about a loan which she used to set up the following compound interest calculation. What error did Missy make? Look at the formula above to help you.

a)
The interest rate should be 0.325
b)
The monthly interest rate should not be added to 1 in the parentheses
c)
The exponent does not take into account the frequency of compounding
d)
The interest rate should not be divided by 12
21.
Which of the following categories does a loan typically fall under?
a)
Healthcare services
b)
Entertainment solutions
c)
Financial services
d)
Educational programs
e)
Transportation systems
22.

A loan backed by collateral

a)

Unsecured Loan

b)

Secured Loan

23.

What does APR stand for in the context of loans and credit cards?

a)

Annual Percentage Rate

b)

Average Personal Return

c)

Annual Payment Requirement

d)

Account Payment Ratio

24.

What does APR stand for in the context of loans and credit cards?

a)

Annual Percentage Rate

b)

Average Personal Return

c)

Annual Payment Requirement

d)

Account Payment Ratio

25.

Zoe received a credit card offer in the mail with the bold print "0% A.P.R. for New Accounts." Which important piece of information should she find before thinking about signing up?

a)

Can I get two or more cards with this offer?

b)

Can I pay my credit card bill online?

c)

What is the A.P.R. after the introductory period?

d)

What kind of designs can I get on my card?

26.

As you will see from this agreement, there are different A.P.R.s applied based on how the credit card is used. Which transaction type has the highest A.P.R.?

a)

A.P.R. triggered by a late payment

b)

A.P.R. applied on Purchases made during the Introductory Period

c)

A.P.R. applied to a Balance Transfer

d)

A.P.R. applied to a Cash Advance

27.

An arrangement to receive cash, goods, or services now and pay for them in the future.

a)

Credit

b)

Asset

c)

Interest

d)

APR

28.

What is the main purpose of using a credit card responsibly?

a)

To spend money you don't have

b)

To earn rewards and build a good credit history

c)

To pay for emergencies only

d)

To avoid using cash

29.

What is a 'Credit Score'?

a)

The maximum amount of credit a borrower can use

b)

A yearly charge for credit card usage

c)

A measurement of someone's creditworthiness

d)

An initial cash payment for a large purchase

30.

Select all the statements that are true

a)

Credit score is a number that shows how good we are at paying back the money we have borrowed

b)

Banks look at our credit score before they decide on whether to give us a loan or not

c)

People with a good credit score are charged a higher rate of interest

d)

Banks cannot refuse to give us a loan even if we have a low credit score

31.

Why is it important to have an emergency fund?

a)

To cover unexpected expenses without going into debt

b)

To spend on vacations and luxury items

c)

To invest in the stock market

d)

To lend money to friends

32.

A prediction of how likely you are to pay a loan back on time based on information from your credit reports.

a)

Credit Score

b)

Loan Score

c)

Debt to income ratio

d)

Standard loan

33.

Which of the following is NOT a benefit of using cash instead of credit?

a)

It can help you avoid debt

b)

It limits your spending to what you have

c)

It builds your credit history

d)

It helps with budgeting by making spending more tangible

34.

Which of the following is a good debt repayment strategy?

a)

Paying only the minimum amount due each month

b)

Ignoring your debts until you are in a better financial situation

c)

Paying off the debt with the highest interest rate first

d)

Taking out another loan to pay off your debt

35.
The cost of credit expressed as a yearly interest rate is known as:
a)
Annual Percentage Rate (APR)
b)
Annual Fee
c)
Penalty APR
d)
Introductory Rate
36.

Going directly to a car dealer for a loan to keep things simple is a...

a)

great idea because they want you to get the car so it'll be the best offer.

b)

not great because they typically offer higher interest rates.

c)

great idea because you don't have to deal with another lender.

d)

not great because car dealers don't offer loans.

37.
The maximum amount you may borrow on a credit card is known as:
a)
creditworthiness
b)
credit report
c)
credit limit
d)
variable rate of credit
38.
The cost of credit expressed as a yearly interest rate is known as:
a)
Annual Percentage Rate (APR)
b)
Annual Fee
c)
Penalty APR
d)
Introductory Rate