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Banking and Personal Finance Basics Quiz

#1

Which of the following is a type of account offered by banks for short-term savings?

Money market account
Explanation

Short-term savings account offered by banks.

#2

What does APR stand for in the context of loans and credit cards?

Annual Percentage Rate
Explanation

Rate representing the yearly cost of borrowing.

#3

What is a 401(k) plan?

A retirement savings plan sponsored by an employer
Explanation

Employer-sponsored retirement savings plan.

#4

What is the purpose of FDIC insurance?

To protect depositors against bank failures
Explanation

Insure deposits against bank insolvency.

#5

What is the purpose of a savings account?

To earn interest on deposited funds and save money for future expenses
Explanation

Earn interest and save for future expenses.

#6

What is the term for the fee charged by a lender for the use of borrowed money, often expressed as a percentage of the principal?

Interest rate
Explanation

Fee for borrowing money expressed as a percentage.

#7

What is the main purpose of a budget?

To plan and manage finances
Explanation

Plan for income and expenditure management.

#8

What is compound interest?

Interest calculated on the initial principal plus the accumulated interest from previous periods
Explanation

Interest on both initial amount and its earnings.

#9

What is the purpose of the Federal Reserve System in the United States?

To regulate and supervise banks
Explanation

Oversee and regulate the nation's banks.

#10

What is the difference between a debit card and a credit card?

Debit cards withdraw funds directly from the linked bank account, while credit cards allow borrowing money up to a credit limit.
Explanation

Direct withdrawal vs. borrowing up to limit.

#11

What is the debt-to-income ratio used for?

To assess an individual's financial health and ability to repay debts
Explanation

Measure of financial health and debt repayment capacity.

#12

What is the purpose of a mortgage?

To borrow money to purchase real estate
Explanation

Loan for purchasing real estate.

#13

Which of the following factors typically affects a person's credit score the most?

Payment history
Explanation

History of timely payments impacts credit score most.

#14

What is the purpose of diversification in investment?

To reduce risk by spreading investments across different assets
Explanation

Spreading investments to reduce risk.

#15

What is the primary function of the Securities and Exchange Commission (SEC) in the United States?

To regulate and oversee financial markets and securities transactions
Explanation

Regulate financial markets and securities transactions.

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