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NEFE High School Financial Planning-Unit 1-Quiz

Multiple Choice
Identify the letter of the choice that best completes the statement or answers the question.
 

 1. 

Which of the following factors can influence decisions?
a.
Age
d.
Peers
b.
Values
e.
All of the above
c.
Family
 

 2. 

Which of the following is a significant aspect of decision making in financial planning?
a.
Alternatives do not need to be examined
c.
Afer a decision is made, results can be ignored
b.
All decsions only have a short-term effect
d.
Every decision made today affects decisions made in the future.
 

 3. 

There are Five Steps in the Financial Planning Process.  What is the first step in the process?
a.
Create a plan
d.
Set goals
b.
Analyze information0
e.
Make a decision and take action
c.
Monitor and modify
 

 4. 

What is the purpose of goal setting in the financial planning process?
a.
To provide direction for planning and action
c.
To differentiate between needs and wants
b.
To clarify goal ranges
d.
To facilitate decision-making
 

Matching
 
 
There are Six Steps in the Decision-Making process.  Choose from the list below, the correct Decision-Making Step.
a.
Establish your criteria
d.
Make your decision
b.
Evaluate the results
e.
Examine your options
c.
Identify your goal
f.
Weigh your pros and cons
 

 5. 

What is Step 1 of the Decision-Making Process?
 

 6. 

What is Step 2 of the Decision-Making Process?
 

 7. 

What is Step 3 of the Decision-Making Process?
 

 8. 

What is Step 4 of the Decision-Making Process?
 

 9. 

What is Step 5 of the Decision-Making Process?
 

 10. 

What is Step 6 of the Decision-Making Process?
 



 
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