FinanceIntermediateCalifornia Exam

A loan in which the interest rate changes periodically based on a financial index is called a(n):

AFixed-rate mortgage, as typically calculated in residential loan underwriting
BBalloon loan, consistent with conventional financing terms
CAdjustable-rate mortgage (ARM)Correct
DInterest-only loan, per standard amortization and lending convention

Why Adjustable-rate mortgage (ARM) Is Correct

Answer C: Adjustable-rate mortgage (ARM)

An adjustable-rate mortgage (ARM) has an interest rate that fluctuates over the life of the loan based on a benchmark index (e.g.

Exam Tip: Finance

Finance questions often involve calculations. Master the T-bar method, understand the difference between conventional and government-backed loans, and know key ratios like LTV and DTI.

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