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Worksheets

Saving Stratgies

Total questions: 27

Worksheet time: 14mins

Name
Class
Date
1.

What's the difference between a credit union and a bank? Who owns a credit union and who owns a bank?

a)

Credit union: Member owned, Bank: Shareholder owned

b)

Credit union: Shareholder owned, Bank: Member owned

c)

Credit union: For Profit, Bank: Not-For-Profit

d)

Credit union: Anyone Can Be a Customer, Bank: Must qualify for Membership

2.

What's the difference between a credit union and a bank? Which one is not-for-profit and which one is for profit?

a)

Credit union: Not-For-Profit, Bank: For Profit

b)

Credit union: For Profit, Bank: Not-For-Profit

c)

Credit union: Cookie-Cutter Customer Service, Bank: Personalized Member Service

d)

Credit union: Decisions Made With Stockholders In Mind, Bank: Decisions Made With Members In Mind

3.

What's the difference between a credit union and a bank? Who must qualify for membership and who can be a customer?

a)

Credit union: Must qualify for Membership, Bank: Anyone Can Be a Customer

b)

Credit union: Anyone Can Be a Customer, Bank: Must qualify for Membership

c)

Credit union: Deposit Insured by FDIC, Bank: Deposit Insured by NCUA

d)

Credit union: Decisions Made With Stockholders In Mind, Bank: Decisions Made With Members In Mind

4.

What's the difference between a credit union and a bank? Which provides personalized member service and which provides cookie-cutter customer service?

a)

Credit union: Personalized Member Service, Bank: Cookie-Cutter Customer Service

b)

Credit union: Cookie-Cutter Customer Service, Bank: Personalized Member Service

c)

Credit union: For Profit, Bank: Not-For-Profit

d)

Credit union: Member owned, Bank: Shareholder owned

5.

What's the difference between a credit union and a bank? Whose decisions are made with members in mind and whose with stockholders in mind?

a)

Credit union: Decisions Made With Members In Mind, Bank: Decisions Made With Stockholders In Mind

b)

Credit union: Decisions Made With Stockholders In Mind, Bank: Decisions Made With Members In Mind

c)

Credit union: Deposit Insured by FDIC, Bank: Deposit Insured by NCUA

d)

Credit union: For Profit, Bank: Not-For-Profit

6.

What's the difference between a credit union and a bank? Fill in the blank: Deposits in a credit union are insured by ________, while deposits in a bank are insured by ________.

a)

Deposits in a credit union are insured by NCUA, while deposits in a bank are insured by FDIC.

b)

Deposits in a credit union are insured by FDIC, while deposits in a bank are insured by NCUA.

c)

Deposits in a credit union are insured by SIPC, while deposits in a bank are insured by FDIC.

d)

Deposits in a credit union are insured by SEC, while deposits in a bank are insured by SIPC.

7.

Both banks and credit unions offer ________ accounts. (Fill in the blank)

a)

Savings/checking

b)

Loan

c)

Credit card

d)

Mortgage

8.

Which of the following cards can be offered by both banks and credit unions?

a)

Debit card/credit card

b)

Gift card

c)

Library card

d)

Membership card

9.

What machine do banks and credit unions offer for withdrawing cash?

a)

ATM

b)

Vending Machine

c)

Photocopier

d)

Ticket Dispenser

10.

Which financial service allows you to write orders for payment from your account?

a)

Checks

b)

Savings Account

c)

Credit Card

d)

Certificate of Deposit

11.

Both banks and credit unions offer ________ services to help you pay bills and transfer money.

a)

Payment services

b)

Loan services

c)

Investment services

d)

Insurance services

12.

What is the term for obtaining money from a bank or credit union that must be paid back later?

a)

Borrowing

b)

Depositing

c)

Investing

d)

Donating

13.

Other financial services include insurance, investments, tax assistance, and ________ planning. (Fill in the blank)

a)

financial

b)

culinary

c)

architectural

d)

musical

14.

Which type of account is used for everyday expenses?

a)

Checking Account

b)

Savings Account

c)

Credit Account

d)

Investment Account

15.

Checking accounts typically earn:

a)

High interest

b)

Minimal to no interest

c)

No interest at all

d)

Double interest

16.

Checking accounts have limits on withdrawals or deposits.

a)

True

b)

False

17.

Savings accounts are used for accumulating _______.

a)

savings

b)

debts

c)

expenses

d)

loans

18.

Which type of account typically offers a higher interest rate?

a)

Checking Account

b)

Savings Account

c)

Credit Account

d)

Investment Account

19.

Savings accounts generally have limited withdrawals each month.

a)

True

b)

False

20.

Most banks offer three types of savings accounts. Select all that apply:

a)

Basic Savings

b)

Money Market

c)

Certificates of Deposits (CD)

d)

Checking Account

21.

What is the biggest difference between the types of savings accounts?

a)

Interest rate

b)

Liquidity

c)

Number of withdrawals

d)

Account fees

22.

What is the definition of Liquidity? Fill in the blank: Liquidity is how easy something can be converted into _____?

a)

cash

b)

gold

c)

stocks

d)

real estate

23.

What is the definition of Interest? Fill in the blank: Interest is money paid for the use of that _____

a)

money

b)

property

c)

service

d)

equipment

24.

Which type of account is highly liquid?

a)

Checkings

b)

Saving Deposits

c)

Time Deposits

25.

Which type of account earns little or no interest?

a)

Checkings

b)

Saving Deposits

c)

Time Deposits

26.

Which type of account has low liquidity?

a)

Checkings

b)

Saving Deposits

c)

Time Deposits

27.

Which type of account earns higher interests?

a)

Checkings

b)

Saving Deposits

c)

Time Deposits