Types of Financial Services Quiz

Test your knowledge of financial services with this quiz. Learn about banks, insurance, investments, and more.

#1

Which of the following is an example of a non-bank financial institution?

Commercial bank
Credit union
Investment bank
Savings and loan association
#2

What does the term 'mutual fund' refer to in finance?

A form of insurance policy
A type of retirement account
A pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments, and other assets
A type of loan provided by a bank
#3

What is the primary function of a commercial bank?

Providing investment advisory services
Lending money to individuals and businesses
Underwriting securities offerings
Offering insurance policies
#4

What is the primary role of a brokerage firm?

Providing loans to individuals and businesses
Selling goods and services directly to consumers
Facilitating the buying and selling of financial securities
Offering checking and savings accounts
#5

What is the purpose of a stock exchange?

Providing loans to individuals and businesses
Facilitating the trading of stocks and other securities
Offering insurance policies
Providing investment advisory services
#6

What is the primary purpose of an insurance company?

Facilitating stock trading
Providing investment advisory services
Offering insurance policies to protect against financial losses
Providing loans to individuals and businesses
#7

What is the primary function of an investment bank?

Accepting deposits from the public
Providing loans to individuals and businesses
Underwriting securities offerings
Offering checking and savings accounts
#8

Which of the following is NOT a type of insurance typically offered by insurance companies?

Life insurance
Health insurance
Automobile insurance
Securities trading
#9

Which of the following is NOT a type of financial intermediary?

Commercial bank
Insurance company
Brokerage firm
Retail store
#10

What is the function of a credit union?

Providing insurance policies to individuals and businesses
Offering investment advisory services
Accepting deposits from the public
Providing loans and other financial services to its members
#11

What is the function of a pension fund?

Providing insurance policies to individuals and businesses
Facilitating the buying and selling of financial securities
Investing contributions to provide retirement benefits to employees
Offering investment advisory services
#12

Which of the following is NOT a characteristic of a money market fund?

High liquidity
Low risk
Invests primarily in long-term securities
Stable net asset value
#13

What distinguishes a hedge fund from a mutual fund?

Hedge funds are only available to accredited investors, while mutual funds are open to the general public
Hedge funds invest only in stocks, while mutual funds invest in a variety of assets
Hedge funds have lower fees compared to mutual funds
There is no difference between a hedge fund and a mutual fund

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