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Financial Planning Challenge

Test your money smarts with the Financial Planning Challenge! Use Multiple Choice, Word Cloud, and Ranking to explore smart budgeting decisions.

Category Finance
1 - Multiple Choice
What’s the recommended percentage of income to save each month?
  • 1. 5%
  • 2. 10%
  • 3. 20%
2 - Multiple Choice
Which of the following is an example of a liability?
  • 1. Stocks
  • 2. Car loan
  • 3. Savings account
3 - Multiple Choice
What’s the purpose of an emergency fund?
  • 1. Shopping
  • 2. Covering unexpected expenses
  • 3. Travel
4 - Word Cloud
What’s one word that describes your money mindset?
5 - Scales
Rate your confidence in:
  • 1. Budgeting
  • 2. Investing
  • 3. Retirement planning
  • 4. Emergency saving
6 - Ranking
Rank these financial goals by importance to you:
  • 1. Emergency fund
  • 2. Retirement
  • 3. Vacation
  • 4. Home purchase
7 - Traffic Lights
Do you track your monthly expenses?
  • 1. Never
  • 2. Sometimes
  • 3. Always

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