stocks
bonds
certificate of deposit
savings account
mutual funds
100

What are stocks 

what is something that represent a share in the ownership of a company 

100

What are bonds 

What is a fixed income that represents a loan made by an investor to a borrower 

100

What is certificate of deposit 

what is a savings account that holds money for a fixed amount of time 

100

What is a savings account 

What is a bank account designed to hold your money 

100

what is a mutual fund 

What is a managed fund that pools money from shareholders to invest in security

200

What happens when you buy a stock 

 what is you own a part of that company 

200

Which if the following is considered the safest type of bond 

corporate bonds ,Treasury bonds ,Junk bonds ,Muncipal bonds 

What is Treasury bonds 

200

Who typically issues certificate of deposit

Banks and credit unions 

200

What is the primary purpose of a savings account 

What is to provide a secure place to save money and earn interest 

200

Who manages a mutual fund 

What is a professional fund manager or management team 

300

What is the stock market 

what is a place where you buy,sell,or trade stocks which represent ownership claims on a business 
300

What happens to bond prices when interest rates rise 


What is bond prices decrease

300

What happens if you withdraw money from a CD before it’s maturity date

What is you pay an early withdrawal penalty 

300

How many withdrawals are usually allowed in one month 

What is 6 

300

Which type of mutual fund primarily invest in stocks 

What is equity fund 

400

How do stocks tie in with bonds 

What is as stock prices rise bond prices drop 

400

What is the main purpose of bond ratings

what is to evaluate the creditworthiness of the issuer 

400

What does the term “maturity“ mean in a CD

What is the length of time until the deposit and interest are returned 

400

What is a joint savings account 

What is an account shared by two or more people 

400

Which type is not a mutual find  
 Equity fund , fixed deposit fund ,money market fund ,bond fund

What is fixed deposit fund 

500

BONUS QUESTIONS 

what are the 3 different types of stocks 

What is common stock ,preffered stock , American depositary receipts 



500

BONUS QUESTION 

what type of bonds are there 

What is u.s treasuries, agency bonds , municipales ,corpates, etc 

500

What risk is commonly associated with investing in CD’s

What is Interest rate risk 

500

name one advantage of using savings account 


bonus points 200

500

What is a primary benefit of investing in mutual funds 

What is diversification and professional management 

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