Vocab
Define the job
True or False
Where do they work?
All about checks
100


Many people with finance careers have a college bachelor’s _______________  in finance, economics, or accounting, and some also have a master of business administration (MBA) degree.


degree

100


A_______________ officer helps people borrow money from a bank for a car or home purchase by guiding them through the credit check, application, approval, and closing processes. 


loan

100

Finance workers typically work nights, holidays, and weekends rather than day shifts during the standard work week.

False


100

Bank tellers and loan officers

Banks

100

What is the term for the person who is WRITING a check

Payer

200


A portfolio or investment manager uses _______________ research, insights, and strategies to buy, sell, and trade the stocks, bonds, and other assets held in an investment (e.g., mutual) fund.


Financial
200


A financial _______________ensures banks and other financial institutions follow laws related to monetary transactions.


examiner

200

New York City, London, and Tokyo have many financial workers because they are considered global financial hubs.

True

200

Policy agents and claims adjusters

Insurance Agencies

200

What is the term for the person receiving the check

Payee

300


Finance workers create and maintain financial records and interpret government _____________ .


regulations/rules

300

A venture _______________ invests money in start-up companies, hoping for high returns to offset the high risks often associated with these new businesses.

capitalist

300

Students who want to learn more about financial tasks should consider volunteering as the treasurer of a school organization or joining a student investment club.

true

300

State treasurers, city finance director

Government

300

What does it mean to post date a check

To write a check for a future or different date.

400


Finance _______________ within the insurance industry include actuary, underwriter, claims representative, customer service agent, and fraud investigator. 


careers

400

______________Prepare and examine financial records, ensure compliance with TAX LAWS and regulations, and provide financial reporting and analysis

Accountant

400

Only students at the top of their class should consider a finance career.

false

400

Credit checker, credit analyst

credit card company

400

What is a dishonored check?

A payment that will not be cashed by the bank for a specific reason.

500


Finance workers use trends, data, and insights to weigh financial _______________and rewards.


risks

500

Provide personalized financial advice to individuals and families, including investment planning, retirement planning, and tax strategies.

Financial Advisor

500

All finance careers, including financial clerk and bank teller, require a four-year college degree and/or certification.

false

500

Bookkeepers and cost estimators (how much a PROJECT will cost)

construction company

500

What are insufficient funds

When you do not have enough money to supply for a payment or written check.

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