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Worksheets

Financial planning vocabulary

Total questions: 100

Worksheet time: 50mins

Name
Class
Date
1.

What is the Chinese translation for 'Save money'?

a)

省钱

b)

花钱

c)

赚钱

d)

借钱

2.

What is the Pinyin for 'Budget'?

a)

yù suàn

b)

jì huà

c)

shōu rù

d)

zhī chū

3.

What is the English meaning of '理财'?

a)

Financial management

b)

Cooking skills

c)

Travel planning

d)

Art appreciation

4.

What is the Chinese translation for 'Savings'?

a)

储蓄

b)

消费

c)

投资

d)

贷款

5.

What is the Pinyin for 'Financial goal'?

a)

cái wù mù biāo

b)

jīng jì mù biāo

c)

cái zhèng mù biāo

d)

jīn róng mù biāo

6.

What is the English meaning of '应急基金'?

a)

Emergency fund

b)

Savings account

c)

Investment plan

d)

Retirement fund

7.

What is the Chinese translation for 'Investment portfolio'?

a)

投资组合

b)

投资银行

c)

资产负债表

d)

股票市场

8.

What is the Pinyin for 'Investment diversification'?

a)

fēn sàn tóu zī

b)

zhōng yāng jīng yíng

c)

gǔ piào jiāo yì

d)

zī jīn liú dòng

9.

What is the English meaning of '退休规划'?

a)

Retirement planning

b)

Travel planning

c)

Health insurance

d)

Job promotion

10.

What is the Chinese translation for 'Debt management'?

a)

债务管理

b)

资产管理

c)

风险投资

d)

现金流量

11.

What is the Chinese translation for 'Risk assessment'?

a)

风险评估

b)

风险管理

c)

风险控制

d)

风险分析

12.

What is the pinyin for 'Tax planning'?

a)

shuì wù guī huà

b)

shuǐ wǔ guī huà

c)

shū wù guī huà

d)

shuì wù guī huí

13.

What is the English meaning of '费用追踪'?

a)

Expense tracking

b)

Income statement

c)

Budget planning

d)

Revenue forecast

14.

What is the Chinese translation for 'Financial advisor'?

a)

财务顾问

b)

医生

c)

工程师

d)

教师

15.

What is the pinyin for 'Investment strategy'?

a)

tóu zī cè lüè

b)

zhèng cè guī huà

c)

jī huà jīng yíng

d)

tóu rù fā zhǎn

16.

What is the English meaning of '长期规划'?

a)

Long-term planning

b)

Short-term goal

c)

Daily routine

d)

Immediate action

17.

What is the Chinese translation for 'Short-term planning'?

a)

短期规划

b)

长期规划

c)

中期计划

d)

短期目标

18.

What is the pinyin for 'Wealth accumulation'?

a)

cái fù jī lěi

b)

fù yù jī lěi

c)

cái jī fù lěi

d)

jī lěi cái fù

19.

What is the English meaning of '养老金计划'?

a)

Pension plan

b)

Retirement age

c)

Health insurance

d)

Salary increase

20.

What is the Chinese translation for 'Financial independence'?

a)

财务独立

b)

经济危机

c)

投资回报

d)

收入增长

21.

What is the pinyin for 'Debt-to-income ratio'?

a)

zhài wù shōu rù bǐ

b)

zhī chū shōu rù bǐ

c)

zhài quàn shōu rù lǜ

d)

shōu rù zhī chū bǐ

22.

What is the English meaning of '金融知识'?

a)

Financial literacy

b)

Physical education

c)

Culinary skills

d)

Art history

23.

What is the Chinese translation for 'Savings rate'?

a)

储蓄率

b)

消费率

c)

通货膨胀率

d)

失业率

24.

What is the pinyin for 'Investment return'?

a)

tóu zī huí bào

b)

zhī fù bǎo

c)

gōng sī lì rùn

d)

jī huì chéng běn

25.

What is the English meaning of '退休基金'?

a)

Retirement fund

b)

Pension office

c)

Savings account

d)

Investment plan

26.

What is the Chinese translation for 'Capital preservation'?

a)

资本保全

b)

资本收益

c)

资本流动

d)

资本扩张

27.

What is the pinyin for 'Expense reduction'?

a)

fèi yòng jiǎn shǎo

b)

zhī chū zēng jiā

c)

shōu rù jiǎn shǎo

d)

fèi yòng zēng jiā

28.

What is the English meaning of '未来价值'?

a)

Future value

b)

Past value

c)

Present value

d)

Potential value

29.

What is the Chinese translation for 'Present value'?

a)

现值

b)

未来值

c)

净值

d)

现金流

30.

What is the pinyin for 'Financial risk'?

a)

cái wù fēng xiǎn

b)

jīng jì fēng xiǎn

c)

cái zhèng wēi xiǎn

d)

jīn róng fēng xiǎn

31.

What is the English meaning of '财务计划'?

a)

Financial plan

b)

Business trip

c)

Annual report

d)

Sales strategy

32.

What is the Chinese translation for 'Economic outlook'?

a)

经济前景

b)

经济危机

c)

经济政策

d)

经济增长

33.

What is the pinyin for 'Financial security'?

a)

cái wù ān quán

b)

jīng jì ān quán

c)

cái zhèng bǎo zhàng

d)

jīn róng ān quán

34.

What is the English meaning of '支出计划'?

a)

Spending plan

b)

Income report

c)

Budget surplus

d)

Investment strategy

35.

What is the Chinese translation of 'Tax-efficient investment'?

a)

节税投资

b)

高风险投资

c)

长期储蓄

d)

股票交易

36.

What is the Pinyin for 'Income diversification'?

a)

shōu rù duō yàng huà

b)

shōu rù zēng zhǎng

c)

jīng jì fā zhǎn

d)

zhī chū jiǎn shǎo

37.

What is the English meaning of '财务预测'?

a)

Financial forecast

b)

Balance sheet

c)

Profit margin

d)

Cash flow statement

38.

What is the Chinese translation of 'Estate planning'?

a)

遗产规划

b)

房地产开发

c)

资产管理

d)

法律咨询

39.

What is the Pinyin for 'Asset allocation'?

a)

zī chǎn pèi zhì

b)

zī jīn liú zhuǎn

c)

chǎn quán guī huà

d)

zī chǎn jiā zhí

40.

What is the English meaning of '财政稳定'?

a)

Financial stability

b)

Economic crisis

c)

Tax evasion

d)

Budget deficit

41.

What is the Chinese translation of 'Wealth management'?

a)

财富管理

b)

资产配置

c)

金融服务

d)

投资银行

42.

What is the Pinyin for 'Credit management'?

a)

xìn dài guǎn lǐ

b)

xìn yòng guǎn lǐ

c)

zhèng xìn guǎn lǐ

d)

xìn rèn guǎn lǐ

43.

What is the English meaning of '个人理财'?

a)

Personal finance

b)

Public relations

c)

Corporate management

d)

Financial accounting

44.

What is the Chinese translation for 'Hello, I want to know how to save money and make a budget.'?

a)

你好，我想知道怎么省钱和做预算。

b)

你好，我想知道怎么去银行。

c)

你好，我想知道怎么做饭和买菜。

d)

你好，我想知道怎么学习中文。

45.

What is the Pinyin for 'Hello, I want to know how to save money and make a budget.'?

a)

nǐ hǎo, wǒ xiǎng zhī dào zěn me shěng qián hé zuò yù suàn.

b)

nǐ hǎo, wǒ xiǎng chī dào zěn me huā qián hé zuò fàn.

c)

nǐ hǎo, wǒ yào zhī dào zěn me mǎi dōng xī hé zuò gōng kè.

d)

nǐ hǎo, wǒ xiǎng zhī dào zěn me chī fàn hé kàn diàn yǐng.

46.

What is the English translation for '您好，首先您需要记录所有费用。'?

a)

Hello, first you need to record all your expenses.

b)

Goodbye, you need to pay all your bills first.

c)

Hello, you should ignore all your expenses.

d)

Hello, you need to save all your receipts first.

47.

What is the Pinyin for '您好，首先您需要记录所有费用。'?

a)

nín hǎo, shǒu xiān nín xū yào jì lù suǒ yǒu fèi yòng.

b)

nǐ hǎo, shǒu xiān nǐ xū yào jì lù suǒ yǒu fèi yòng.

c)

nín hǎo, shǒu xiān nǐ xū yào jì lù suǒ yǒu fù yòng.

d)

nǐ hǎo, shǒu xiān nín xū yào jì lù suǒ yǒu fèi yòng.

48.

What is the Chinese translation for 'What is a good way for expense tracking?'

a)

有什么好的费用追踪的方法吗？

b)

你喜欢吃什么水果？

c)

今天的天气怎么样？

d)

你会说英语吗？

49.

What is the Pinyin for 'What is a good way for expense tracking?'

a)

yǒu shén me hǎo de fèi yòng zhuī zōng de fāng fǎ ma?

b)

nǐ huì shuō zhōng wén ma?

c)

jīn tiān tiān qì zěn me yàng?

d)

nǐ xǐ huān chī shén me?

50.

What is the English translation for '您可以使用手机应用来追踪花费和收入。'?

a)

You can use a mobile app to track expenses and income.

b)

You can use a mobile app to order food online.

c)

You can use a mobile app to play games.

d)

You can use a mobile app to learn a new language.

51.

What is the Pinyin for '您可以使用手机应用来追踪花费和收入。'?

a)

nín kě yǐ shǐ yòng shǒu jī yìng yòng lái zhuī zōng huā fèi hé shōu rù.

b)

nǐ kě yǐ shǐ yòng shǒu jī yìng yòng lái zhuī zōng huā fèi hé shōu rù.

c)

nín kě yǐ shǐ yòng diàn nǎo yìng yòng lái zhuī zōng huā fèi hé shōu rù.

d)

nín kě yǐ shǐ yòng shǒu jī yìng yòng lái zhuī zōng shōu rù hé zhī chū.

52.

What is the Chinese translation for 'fund'?

a)

基金

b)

银行

c)

市场

d)

公司

53.

What is the pinyin for 'emergency fund'?

a)

yìng jǐ jī jīn

b)

jǐ jí jīn róng

c)

jí jí jīn yóu

d)

yíng jí jīn zhī

54.

Translate to English: 当然可以。建议存三到六个月的生活费作为应急基金。

a)

Definitely, it’s recommended to save three to six months of living expenses as an emergency fund.

b)

No, you should spend all your savings immediately.

c)

It is better to save only one month of living expenses.

d)

You should not keep any emergency fund at all.

55.

What is the Chinese translation for 'Hello, I want to consult a financial advisor.'?

a)

你好，我想咨询一位财务顾问。

b)

你好，我想见一位医生。

c)

你好，我想买一本书。

d)

你好，我想预订一张机票。

56.

What is the pinyin for 'Hello, what are your financial goals?'

a)

nín hǎo, qǐng wèn nín yǒu shén me cái wù mù biāo?

b)

nǐ hǎo, nǐ xiǎng yào shén me chī de?

c)

nín hǎo, qǐng wèn nín de shēng rì shì jǐ yuè jǐ hào?

d)

nǐ hǎo, nǐ zhù zài nǎ lǐ?

57.

Translate to English: 我需要退休规划相关的帮助。

a)

I need help with retirement planning.

b)

I need help with cooking dinner.

c)

I need help with booking a hotel.

d)

I need help with learning to drive.

58.

What is the Chinese translation for 'Do you currently have a retirement fund'?

a)

您现在有退休基金吗？

b)

您喜欢投资股票吗？

c)

您现在有健康保险吗？

d)

您打算买房子吗？

59.

What is the English translation for '我应该如何分散投资呢？'?

a)

How should I diversify my investments?

b)

Where can I find investment opportunities?

c)

What is the best way to save money?

d)

Should I invest all my money in one place?

60.

What is the pinyin for '我们可以对您的财务状况进行评估，然后制定详细的退休计划。'?

a)

wǒ men kě yǐ duì nín de cái wù zhuàng kuàng jìn xíng píng gū, rán hòu zhì dìng xiáng xì de tuì xiū jì huà.

b)

wǒ men kě yǐ duì nǐ de cái wù zhuàng kuàng jìn xíng píng gū, rán hòu zhì dìng xiáng xì de tuì xiū jì huà.

c)

wǒ men kě yǐ duì nín de cái wù zhuàng kuàng jìn xíng pīng gū, rán hòu zhì dìng xiáng xì de tuì xiū jì huà.

d)

wǒ men kě yǐ duì nín de cái wù zhuàng kuàng jìn xíng píng gū, rán hòu zhì dìng xiáng xì de tuì xiū jì huà le.

61.

What is the English translation for '有一些，但不知道够不够。'?

a)

I have some, but I’m not sure if it’s enough.

b)

I don’t have any at all.

c)

It’s definitely enough for everyone.

d)

I know exactly how much I have.

62.

Match the English phrase to its correct Chinese translation:

a)

We will adjust your portfolio based on your risk assessment.

b)

How should I diversify my investments?

c)

Do you currently have a retirement fund?

d)

I have some, but I’m not sure if it’s enough.

63.

What is the Chinese translation for 'Taxation'?

a)

税务

b)

教育

c)

健康

d)

交通

64.

What is the Pinyin for 'Tax'?

a)

shuì

b)

shū

c)

shǔ

d)

shòu

65.

What is the English meaning of '税收'?

a)

Tax revenue

b)

Interest rate

c)

Salary

d)

Investment

66.

What is the Pinyin for 'Tax refund'?

a)

tuì shuì

b)

shōu shuì

c)

fù kuǎn

d)

jiǎn shuì

67.

What is the Chinese translation for 'Tax payment'?

a)

税款

b)

工资

c)

银行

d)

合同

68.

What is the English meaning of '关税'?

a)

Tariff

b)

Customs

c)

Embassy

d)

Treaty

69.

What is the Pinyin for 'Income tax'?

a)

suǒ dé shuì

b)

shōu rù shuì

c)

gōng zī shuì

d)

zhī chū shuì

70.

What is the Chinese translation for 'Sales tax'?

a)

销售税

b)

增值税

c)

所得税

d)

关税

71.

What is the English meaning of '房产税'?

a)

Property tax

b)

Income tax

c)

Sales tax

d)

Luxury tax

72.

What is the Pinyin for 'Corporate tax'?

a)

qǐ yè shuì

b)

gōng sī shuì

c)

shāng yè shuì

d)

zhèng fǔ shuì

73.

What is the Chinese translation for 'Value-added tax (VAT)'?

a)

增值税

b)

营业税

c)

所得税

d)

消费税

74.

What is the Pinyin for 'Excise tax'?

a)

xiāo fèi shuì

b)

zhí yè shuì

c)

shōu rù shuì

d)

jiā zhí shuì

75.

What is the English term for '资本利得税' (zī běn lì dé shuì)?

a)

Capital gains tax

b)

Income tax

c)

Property tax

d)

Sales tax

76.

What is the Chinese translation for 'Estate tax'?

a)

遗产税

b)

所得税

c)

营业税

d)

消费税

77.

What is the Pinyin for 'Gift tax'?

a)

zèng yǔ shuì

b)

shōu rù shuì

c)

fù wù shuì

d)

zhí yè shuì

78.

What is the English term for '税级' (shuì jí)?

a)

Tax bracket

b)

Tax invoice

c)

Tax deduction

d)

Tax refund

79.

What is the Chinese translation for 'Tax rate'?

a)

税率

b)

收入

c)

工资

d)

利润

80.

What is the Pinyin for 'Taxable income'?

a)

yīng shuì shōu rù

b)

kē xué jì shù

c)

shēng huó fèi yòng

d)

gōng zī shuǐ píng

81.

What is the English term for '免税' (miǎn shuì)?

a)

Tax exemption

b)

Tax increase

c)

Tax penalty

d)

Tax invoice

82.

What is the Chinese translation for 'Tax deduction'?

a)

税收减免

b)

增值税

c)

营业税

d)

所得税

83.

What is the Pinyin for 'Tax credit'?

a)

miǎn shuì é dù

b)

shuì wù yù suàn

c)

jiǎn shuì zhèng

d)

shuì jīn kǎ

84.

What is the English term for '预扣税' (yù kòu shuì)?

a)

Withholding tax

b)

Income tax

c)

Sales tax

d)

Capital gains tax

85.

What is the Chinese translation for 'Tax evasion'?

a)

逃税

b)

纳税

c)

避税

d)

征税

86.

What is the Pinyin for 'Tax avoidance'?

a)

bì shuì

b)

jiǎn shuì

c)

tuō shuì

d)

miǎn shuì

87.

What is the English meaning of '纳税申报单'?

a)

Tax return

b)

Invoice

c)

Bank statement

d)

Business license

88.

What is the Pinyin for 'Tax liability'?

a)

nà shuì yì wù

b)

shōu shuì zhèng

c)

fù kuǎn yì wù

d)

shōu rù shuì

89.

What is the Chinese translation for 'Tax audit'?

a)

税务审计

b)

财务报表

c)

资产评估

d)

会计核算

90.

What is the English meaning of '纳税年度'?

a)

Tax year

b)

Fiscal policy

c)

Income statement

d)

Taxpayer

91.

What is the Pinyin for 'Progressive tax'?

a)

lěi jìn shuì

b)

gōng píng shuì

c)

jiān jìn shuì

d)

tí gāo shuì

e)

píng děng shuì

92.

What is the Chinese translation for 'Regressive tax'?

a)

累退税

b)

累进税

c)

增值税

d)

消费税

93.

What is the English meaning of '单一税'?

a)

Flat tax

b)

Progressive tax

c)

Value-added tax

d)

Sales tax

94.

What is the Pinyin for 'Double taxation'?

a)

shuāng chóng zhēng shuì

b)

dān yī zhēng shuì

c)

shuāng zhòng shōu shuì

d)

chóng fù zhēng shuì

95.

What is the Chinese translation for 'Tax haven'?

a)

避税天堂

b)

税收政策

c)

金融中心

d)

经济特区

96.

What is the English meaning of '税收政策'?

a)

Tax policy

b)

Interest rate

c)

Foreign exchange

d)

Public spending

97.

What is the Chinese translation for 'Tax reform'?

a)

税收改革

b)

经济增长

c)

社会福利

d)

环境保护

98.

What is the Pinyin for 'Tax incentive'?

a)

shuì shōu jī lì

b)

shuì shōu yōu huì

c)

shuì shōu zhèng cè

d)

shuì shōu jiǎn miǎn

99.

What is the English meaning of '税务检查员'?

a)

Tax inspector

b)

Chef

c)

Engineer

d)

Pilot

100.

What is the Chinese translation for 'Tax planning'?

a)

税务筹划

b)

税收政策

c)

会计报表

d)

财务分析