Think you’ve got a knack for finance and wealth management? Take this totally trending, fun-filled quiz that’ll challenge your money smarts, put your financial planning expertise to the test and give you the lowdown on your wealth management game!
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Question of
Your favorite investment vehicle is:
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A. Diverse portfolio – Stocks, bonds, real estate
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B. Safe bets like bonds
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C. Risky assets like stocks
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D. Investment what now?
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Question of
What’s your response to the idea of financial freedom?
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A. It’s the ultimate goal
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B. It would be nice
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C. I’m not sure what that is
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D. Money doesn’t buy happiness
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Question of
How often do you check your bank statements?
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A. Weekly or more often
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B. Monthly
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C. Only when there’s an issue
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D. Statements? Aren’t they just in the app?
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Question of
How would you fund your dream vacation?
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A. Save up over time
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B. Dip into my savings
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C. Credit card it
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D. Dream vacation? I’d rather buy stuff
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Question of
Your favorite money-saving hack is:
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A. Cutting down on unnecessary expenses
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B. Using cashback and discount codes
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C. Skipping breakfast
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D. Money-saving what?
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Question of
How do you view your financial future?
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A. Confident and excited
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B. Hopeful but uncertain
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C. Worried
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D. Future? I’m living for the now
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Question of
Your favorite way to learn about finance is:
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A. Reading financial literature, attending workshops, webinars
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B. Consulting with financial advisor
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C. Asking friends and family
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D. Finance? I prefer fantasy novels
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Question of
What’s your take on insurance?
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A. It’s a must-have
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B. It’s useful for some situations
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C. It’s too expensive
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D. It’s a scam
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Question of
How do you feel about budgeting?
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A. It’s an absolute necessity
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B. It’s helpful, but not always needed
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C. I prefer to live in the moment
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D. Budgeting is for people who can’t have fun
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Question of
When you hear “diversification,” what’s your first thought?
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A. Spreading investments across various assets
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B. Balancing my checkbook
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C. A type of gardening
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D. A new dance trend on TikTok
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Question of
Your view on retirement saving is:
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A. Start early and save consistently
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B. I’ll start once I hit 30
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C. I’m still too young to think about it
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D. Retirement is a myth
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Question of
How do you handle debts?
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A. Pay them off ASAP
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B. Follow a strict repayment plan
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C. Minimum payments only
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D. Debt, what debt?
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Question of
Your favorite time to invest is:
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A. As soon as I have money available
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B. After consulting with my financial advisor
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C. When the market is in a dip
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D. What does ‘invest’ mean again?
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Question of
How often do you reassess your financial goals?
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A. Quarterly or more often
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B. Once a year
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C. When I remember to do so
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D. You’re supposed to reassess?
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Question of
How do you prepare for an unexpected financial crisis?
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A. An emergency fund is ready
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B. Rely on credit cards
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C. Tap into my investments
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D. Crisis? I’ll think about it when it comes
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Question of
Your favorite shopping spree happens when:
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A. It’s a well-planned, budgeted affair
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B. There’s a significant sale going on
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C. You’ve had a bad day
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D. Paycheck lands
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Question of
Your BFF’s latest financial advice is to invest in bitcoin. Your reaction is?
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A. Research, then decide whether it’s a good fit for me
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B. I might give it a go
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C. Buy it all right now
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D. Cryptowhaaat?
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Question of
How familiar are you with “compounding interest”?
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A. Oh, that’s my favorite part about saving!
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B. I’ve heard of it, but need to learn more.
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C. Isn’t that a chemistry term?
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D. I’m sorry, say again?
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