WALKER'S ASSET

& SOCIAL WELFARE SERVICES

Placement Exam

Let’s not waste your time.

Twelve questions across the curriculum. Answer what you know, guess where you don’t. You can’t fail this — you’re just telling us where to start. Test out of a module and we’ll skip it.

Question 01 · Money Fundamentals

beginner

In the 50/30/20 framework, which category should extra debt payments come from?

Question 02 · Modern Banking

beginner

Someone calls claiming to be your bank and asks for your PIN. The safest move is:

Question 03 · Credit & Debt

intermediate

Which factor weighs the heaviest on a FICO score?

Question 04 · Credit & Debt

intermediate

For a healthy credit score, monthly credit-card utilization should stay below:

Question 05 · Emergency Preparedness

beginner

What is the recommended STARTER emergency fund before tackling other savings?

Question 06 · Growing Income

beginner

Your employer offers a 401(k) match up to 4%. The smartest minimum contribution is:

Question 07 · Digital Finance Safety

beginner

Someone online offers to DOUBLE any crypto you send them within 24 hours. This is:

Question 08 · Trusts & Estates

advanced

The party LEGALLY responsible for managing trust assets for the beneficiaries is the:

Question 09 · Contracts & E-Signatures

intermediate

Under the U.S. E-SIGN Act, a properly executed digital signature is:

Question 10 · Status Correction & Rights

advanced

A 'nationality declaration' is best described as:

Question 11 · Bookkeeping

advanced

In double-entry bookkeeping, total debits must always equal total:

Question 12 · Investment Fundamentals

intermediate

Higher potential investment returns generally come with:

0 of 12 answered