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Q 1/26
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It is a standard against which progress is measured.
30
benchmark
Q 2/26
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They are plans for how you will pay for your personal goals.
30
financial goals
26 questions
Q.
It is a standard against which progress is measured.
1
30 sec
Q.
They are plans for how you will pay for your personal goals.
2
30 sec
Q.
It is a comprehensive plan listing goals along steps and timeline for reaching them
3
30 sec
Q.
They are standards that you believe are important to live and work by. They determine our priorities in life and are usually influenced by family and friends, ethical and religious beliefs, society and media, environment and life experiences.
4
30 sec
Q.
It is the level of wealth, material goods, and necessities considered to be essential to an individual or group in a particular geographic area.
5
30 sec
Q.
It measures the value of all the assets of worth owned by a person, community, company, or country. It is determined by taking the total market value of all physical and intangible assets owned, then subtracting all debts.
6
30 sec
Q.
They are a series of stages that people pass through on their life's journey. This ever changing ability to earn income and our ever changing wants and needs can be described as our financial life cycle.
7
30 sec
Q.
It is money that an individual or business receives in exchange for providing labor, producing a good or service, or through investing capital.
8
30 sec
Q.
The ability to wait to buy something after you've saved for the item, rather than impulsively purchasing something as soon as you realize you want it.The ability to invest money today to have money when you retire.
9
30 sec
Q.
It represents the potential benefits an individual, investor, or business misses out on when choosing one alternative over another.
10
30 sec
Q.
It is commonly expressed in terms of the opportunity cost of one potential choice, which is the loss of the best available alternative.
11
30 sec
Q.
They are beliefs about money, around spending, debt, investing, saving, income, and basic money management.
12
30 sec
Q.
They are the unconscious beliefs about money. These are beliefs that are rooted in our childhood that ultimately shape our financial health.
13
30 sec
Q.
It is a measure of one's social standing obtained by combining factors such as education, income, and occupation.
14
30 sec
Q.
They are the combination of attitude, knowledge, skills, and self-efficacy needed to make and exercise money management decisions that best fit the circumstances of one's life.
15
30 sec
Q.
They are irrational beliefs that can unconsciously influence our decision-making process. They are generally considered to be split into two subtypes - emotional and cognitive.
16
30 sec
Q.
They are characteristics of the relationship between the members of a particular family.
17
30 sec
Q.
They are used to describe the characteristics of a certain society at a particular point in time.
18
30 sec
Q.
They are used to describe beliefs and behaviours that are passed on from generation to generation.
19
30 sec
Q.
They are historical factors and events that affect your financial decision making process.
20
30 sec
Q.
They are online events that are hosted by an organization/company and broadcast to a select group of individuals through their computers via the Internet to help participants manage money and credit and other financial issues.
21
30 sec
Q.
They are audio programs that you can tune in to help you get clear on your money goals and create a plan for achieving them.
22
30 sec
Q.
They are professionals who suggest and render financial services to clients based on their financial situation.
23
30 sec
Q.
They provide assistance to clients purchasing financial products.