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Preliminary Requirements Quiz

Take this quiz in order to understand the requirements prior to investing. It is important to understand these in order to avoid common mistakes. We'll contact you with your results and recommend a plan for further learning.

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Have you developed a financial plan or budget?

Do you see investing as a short or long-term endeavor?

Have you created an emergency fund sufficient for the next 3-6 months?

Do you have any high-interest debt? If so, are you actively paying them off?

Does your financial situation allow for disposable income (that is, disposable income for investing). If not, is it possible to increase your financial efficiency?

What is an important aspect to consider before investing–an aspect that largely dictates asset allocation?

If you had 10,000 in credit card debt, would it be advisable to begin investing? Would the investments outperform the debt accumulation, ultimately leading to more long-term growth?

If you were susceptible–or not–to medical issues without an emergency fund, should you begin investing?

Do you use your short-term paychecks as means for quick satisfaction, or do you invest most of it for future use?