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Review of Personal Finance 101


Take a moment to give yourself a pat on the back for working toward your financial goals. We’ve covered many important topics across a range of personal finance subjects. Complete the quiz to see how much you’ve learned, and congratulate yourself for being proactive about taking care of your fiscal health!

Keep the positive momentum going after you complete quiz and move on to our next course, Advanced Investing Strategies. We’ve got even more helpful investing tips and strategies to help you feel confident as you manage your portfolio and make progress on your financial goals.

When you complete the next course, including the final exam, you can download a certificate of completion. You can also share any feedback you have for us to help us design future courses that meet your needs and interests in the survey after the final exam.

Thank you for being part of the DiversyFund community!

Review of Personal Finance 101

Final Exam

Review and answer these 10 questions to move on to the next course, Advanced Investing Strategies.

If you are about to retire, your portfolio would be better off in which categories?

Wrong answer, please select correct one.

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When is the best age to start investing?

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What is the #1 mistake investors make when choosing what to invest in?

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Why is real estate a good investment?

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What is equity?

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Should you still invest during uncertain times?

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Which of these real estate options allows you to invest in the stock market for a small amount of capital?

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If you sell a stock that you’ve held onto for less than a year that has brought you money—what is it taxed at?

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Why is it important to have clearly defined rules when it comes to your investing strategy?

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What is a drawback of investing in the stock market?

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