Investment Strategy Test

What action should you take if a financial client reports a portfolio issue?

Immediately apologize and find a solution to the issue.

Request that the manager call the client back.

Fees for the client's subsequent five transactions are waived.

Once the customer has calmed down, call the client again.

Correct! Wrong!

Zach made a $300 stock market investment. His initial $300 increased to $330 after a year thanks to the stock market's 10 percent average annual return. In two years, his $300 had increased to $363. The following year, his initial investment had grown to $399. Zach increased his investment as a result of

Opportunity cost

Banking services

Compounding

Globalization

Correct! Wrong!

Which definition of "selling short" is the best?

Selling stocks before they have achieved their peak

Selling stock shares at a loss

Selling borrowed stock shares

Selling stock shares soon after purchasing them

Correct! Wrong!

In general, bond prices will _____ if interest rates decrease.

Decrease

Increase

Have no impact

None of the above

Correct! Wrong!

If Danita invests $6,000 at a basic yearly interest rate of 5%, her money will be worth more after five years.

$1,500.

$3,000

$1,200.

$6,000

Correct! Wrong!

Deena is looking into potential investments. How can she determine the reliability of a source of information?

See the publication date of the source

Check the author's credentials

Search for any potential biases.

Verify the citation of facts and figures.

Correct! Wrong!

You put $500 down to purchase stock on margin for $1,000. The stock's value decreases by 50%. You market it. How much of the $500 you initially invested are you ultimately left with?

$1000

$100

$500

Correct! Wrong!

Investment Strategy Test

What action should you take if a financial client reports a portfolio issue?

Which definition of "selling short" is the best?

In general, bond prices will _____ if interest rates decrease.

If Danita invests $6,000 at a basic yearly interest rate of 5%, her money will be worth more after five years.

Deena is looking into potential investments. How can she determine the reliability of a source of information?

You put $500 down to purchase stock on margin for $1,000. The stock's value decreases by 50%. You market it. How much of the $500 you initially invested are you ultimately left with?

Investment Fundamentals Test

Mutual Fund Investment Test

What action should you take if a financial client reports a portfolio issue?

Which definition of "selling short" is the best?

In general, bond prices will _____ if interest rates decrease.

If Danita invests $6,000 at a basic yearly interest rate of 5%, her money will be worth more after five years.

Deena is looking into potential investments. How can she determine the reliability of a source of information?

You put $500 down to purchase stock on margin for $1,000. The stock's value decreases by 50%. You market it. How much of the $500 you initially invested are you ultimately left with?

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