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5 Written Questions

5 Multiple Choice Questions

  1. 1. the time frame in which you want to achieve you goals
    2. the financial need that drives you goals
  2. -create and implement you action plan
    1. make sure you action plan will achieve your goals
  3. -determine current financial situation regarding
    1. income savings, living expenses, and debts
    2. prepare list of current assets and debt balances
    3. match financial goals to current income and planning potential
  4. -forces of supply and demand and prices
    -study of how wealth is created and distributed
    -different institutions in the economy
    -federal reserve bank
  5. -develop financial goals
    1. i.d. feelings about money and reasons for those feelings
    2. determine the effect of the economy on your goals and priorities
    3. make sure your goals are you own and specific to your situation

4 True/False Questions

  1. What is step 6 of the financial planning process?-review and revise you plan;
    1. make to sure asses regularly at least once a year

          

  2. What are the 6 steps to the financial planning process?-review and revise you plan;
    1. make to sure asses regularly at least once a year

          

  3. What is step 3 of the financial planning process?- identify alternative course of action
    1. consider possible courses of action
    2. creativity is vital success
    3. doing nothing is dangerous

          

  4. What are some global influences?S Specific
    M Measurable
    A Attainable
    R Realistic
    T Time-bound

          

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