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Worksheets

Page 1

Total questions: 30

Worksheet time: 15mins

Name
Class
Date
1.

Which of the following is NOT one of the "Big Five" banks in Canada?

a)

Royal Bank of Canada (RBC)

b)

National Bank of Canada

c)

Toronto-Dominion Bank (TD)

d)

Bank of Montreal (BMO)

2.

What is the primary role of the Bank of Canada?

a)

Managing personal investments

b)

Promoting the economic and financial well-being of Canada

c)

Supervising insurance companies

d)

Providing loans to individuals

3.

Which type of financial institution is member-owned and often has fewer branches than banks?

a)

Mortgage companies

b)

Credit unions

c)

Investment banks

d)

Insurance companies

4.

What do insurance companies primarily do?

a)

Manage investment funds

b)

Sell insurance products to protect against risks

c)

Provide mortgage loans

d)

Offer checking and savings accounts

5.

Which action most directly supports the economic and financial well-being of a country?

a)

Setting monetary policy and stabilizing inflation

b)

Selling term life and auto policies

c)

Offering student chequing accounts

d)

Packaging corporate stock offerings

6.

In banking, what does the term "deposit" mean?

a)

To transfer money between accounts

b)

To invest money

c)

To take money out of an account

d)

To put money into an account for safekeeping

7.

Which organization structure aligns with the mission to serve members rather than maximize shareholder profit?

a)

Credit union

b)

Trust company

c)

Public corporation

d)

Investment bank

8.

What are the two common types of bank accounts mentioned?

a)

Checking and savings

b)

Business and personal

c)

Loan and mortgage

d)

Investment and insurance

9.

What does “withdraw” mean in banking terms?

a)

To deposit money

b)

To transfer money

c)

To take money out

d)

To save money

10.

What is a checking account used for?

a)

Long-term savings

b)

Earning high interest

c)

Investing in stocks

d)

Everyday spending

11.

What is the purpose of a savings account?

a)

Borrowing money

b)

Saving money and earning interest

c)

Paying bills

d)

Daily transactions

12.

What is the key consideration before opening a bank account?

a)

Free gifts for opening an account

b)

Charges or fees on the account

c)

The color of the bank logo

d)

The location of the nearest branch

13.

Which institution is member-owned and typically offers lower loan rates?

a)

Credit union

b)

Pawn shop

c)

Commercial bank

d)

Investment firm

14.

Before choosing a bank account, which factor most affects monthly cost?

a)

Holiday promotions

b)

Branch lobby size

c)

Account maintenance fees

d)

ATM card color

15.

Which option best describes a loan company?

a)

Takes deposits and pays interest

b)

Provides credit and charges interest

c)

Sells snacks and beverages

d)

Trades stocks for clients

16.

You compare two checking accounts: Account A has no monthly fee but charges ATM fees if you use more than 5 times a month; Account B has a monthly fee but free ATMs. If you use ATMs twice a month, which is cheaper?

a)

Account A is cheaper

b)

Costs depend on bank logo

c)

Account B is cheaper

d)

Both cost the same

17.

A student wants to build net worth over time. Which action helps most?

a)

Ignore fees and charges

b)

Increase assets through saving

c)

Increase liabilities each month

d)

Choose accounts by logo design

18.

Which choice is the best reason to avoid a snack bar when seeking financial services?

a)

It requires membership dues

b)

It charges high ATM fees

c)

It does not offer banking services

d)

It has limited seating

19.

Which role best describes a central bank like the Bank of Canada?

a)

Sets monetary policy to stabilize inflation

b)

Provides daily retail banking to consumers

c)

Sells insurance policies to households

d)

Approves mortgages for home buyers

20.

Which action is a typical function of the Bank of Canada?

a)

Issuing bank notes for circulation

b)

Offering chequing accounts to teens

c)

Underwriting corporate stock offerings

d)

Providing car loans to individuals

21.

Which feature commonly distinguishes credit unions from big banks?

a)

Local member focus and profit redistribution

b)

Global investment banking operations

c)

Selling stock shares to the public

d)

Exclusive services for large corporations

22.

Which statement best explains why relying on credit for everyday purchases can be risky?

a)

Minimum payments quickly erase all debt

b)

Interest charges increase total cost over time

c)

Credit cards always offer free rewards points

d)

Using credit instantly improves your income

23.

Which action can help avoid high-cost credit use?

a)

Ignore fees and pay whatever is convenient

b)

Choose loans based only on monthly payment

c)

Apply for new credit whenever short on cash

d)

Create a budget and build an emergency fund

24.

What is a common place to receive trustworthy financial guidance?

a)

Bank or credit union advisor

b)

Celebrity fan accounts

c)

Unmoderated chat rooms

d)

Classmate rumors

25.

Direct deposit most likely requires which information to set up?

a)

Your social media username

b)

Your school locker number

c)

Your favorite color and hobby

d)

Your bank routing and account

26.

Which pair lists two valid sources of financial advice?

a)

Lottery ads and slogans

b)

Class rumors and guesses

c)

Bank advisors and Certified accountants

d)

Influencer videos and memes

27.

Which service do insurance companies primarily provide?

a)

Underwrite mortgage loans for borrowers

b)

Sell insurance products to protect against risks

c)

Manage snack bar concessions

d)

Operate ATMs for basic transactions

28.

What do underwriters do in financial markets?

a)

Charge fees on checking accounts

b)

Evaluate and assume risk for issuing securities

c)

Promote the economic well-being of Canada

d)

Facilitate the buying and selling of securities

29.

What is net worth?

a)

Income minus taxes

b)

Deposits minus withdrawals

c)

Savings plus interest

d)

Assets minus liabilities

30.

What is an ATM primarily used for?

a)

A device for mortgage applications

b)

A kiosk for insurance policy sales

c)

A terminal for stock trading orders

d)

A machine for basic banking transactions