ABA-Certified Trust and Financial Advisor Set 1

Under 10 thousand ✘ Under 5 thousand ✘ Over 100 thousand ✘ Over 15 thousand ✔

Zero volatility ✘ Relatively stable income ✘ Superior capital appreciation ✘ No-risk investment ✔

Currency appreciation ✘ Tax deductions ✘ income and capital appreciation ✘ Yield ✔

Fund's distribution and advertising cost ✘ Investor education ✘ Fund manager's travel expenses ✘ Brokerage expenses ✔

Time line ✘ Grace period ✘ Overtime pay ✘ Extension ✔

ATM ✘ Discount card ✘ Plastic ✘ Play money ✔

Monthly membership fees ✘ Minimum payment ✘ Outstanding balance ✘ Balancing act ✔

Savings account ✘ Balance ✘ Purchase breakdown ✘ Billing statement ✔

Discount ✘ Reward points ✘ Finance charge ✘ Membership fee ✔

Interest charge ✘ Minimum payment ✘ Total payment ✘ Monthly fee ✔