Several questions about financial terms may be asked to review knowledge and expertise. Examples of terms are given below:

► Active and passive investing

► Stock versus bonds - variable percentages

► Options delta

► Hard assets

► Net present value

► Mutual funds

► Defining a favorite stock and an impassive or disliked stock

► Short-term investment tools, such as short-term bonds or certificates of deposit

► Valuing a customer in financial terms

► Historical accounting