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Financial Planning Review
Test Description: This is a review for your exam. It covers all the information from your study guide.
Instructions: Answer all questions to get your test result.
1) In choosing a career in finance, you should learn about your own abilities, interests, and personal qualities by taking________.
A
attitude tests and interest inventories
B
attitude tests
C
skills test
D
aptitude tests and interest inventories
2) The moral principles by which people conduct themselves personally, socially, and professionally are called_______.
A
behavior
B
morals
C
ethics
D
conduct
3) All property and assets owned by an individual or group is a(n)
A
codicil
B
estate
C
trust
D
inheritance
4) The accumulation and management of property during one’s lifetime and the distribution of one’s property at death is referred to as:
A
estate planning
B
trust management
C
inheritance planning
D
codicil provision
5) Through a ___________, a person states whether he or she wishes to be kept alive by artificial means if terminally ill.
A
power of attorney
B
life insurance policy
C
trust manager
D
living will
6) The legal right to act on your behalf when you need someone to handle your personal needs is called:
A
codicil inclusion
B
estate planning
C
power of attorney
D
living will
7) Sally has not received her inheritance from her grandmother's estate because her cousin has contested the will. The will is said to be in:
A
limbo
B
termination
C
probate
D
execution
8) In insurance, anything that may possibly cause a loss is known as a:
A
hazard
B
liability
C
peril
D
risk
9) A written outline of how the business will get money to start up and operate, and how the business will maintain financial operations and business records is a:
A
financial plan
B
marketing plan
C
budget analysis
D
business outline
10) A retirement plan funded in part by employers is considered a:
A
credit policy
B
tax shelter
C
pension plan
D
insurance policy
*select an answer for all questions
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