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Finance Dictionary

View our list of some finance terms below

#

26f Investment Programs

403(b) vs 457(b)

457(b) vs 401(k)

401(k) vs Roth IRA

401(k) Plan vs 401(a) Plan

403(b) vs Roth IRA

401(a) vs 403(b) Plans

52-Week High/Low

501(c)(3) vs 501(c)(4)

See complete list for # terms →

A

Annual Plan Review

Administrative Fees

Assets Under Advisement (AUA)

Asset-Backed Securities (ABS)

Active Portfolio Management

Advance Directives

Automatic Enrollment

Art Investments

Annuity Death Benefits

Annuity Surrender Charges

Annuity Payout Options

Annuity Income Riders

Annuity Guarantees

See complete list for A terms →

B

Behavioral Finance

Buy-Sell Agreements

Boiler Room Operations

Benefit Corporations (B Corps)

Binomial Option Pricing Model

Black-Scholes Option Pricing Model

Blended Family Financial Planning

Beneficiary Designations

Bankruptcy Planning

Bank Secrecy Act (BSA)

Beneficiary Designation Form

See complete list for B terms →

C

Cross-Border Financial Planning

Client Testimonials

Client Review Meeting

Client Referral Programs

Customer Identification Program (CIP)

Currency Transaction Report (CTR)

Client Onboarding

Client Discovery

Conservation Easements

Contingent Beneficiary

Corporate Sustainability and ESG Reporting

Community Investing

Community Foundations

See complete list for C terms →

ACCOUNTING

Learn the Basics of Accounting at No Cost

Explore thousands of free accounting resources and learn at your own pace. Once you've learned a topic, head over to the quiz section to test your understanding.

Accounting
Concepts and
Principles

Accounting
Equation

Accounting
Ratios

Acquisition of
Business

Adjusting
Entries

Bank
Reconciliation

Bill of
Exchange

Capital and
Revenue

Cash Equivalent
and Reveibales

Cash Flow
Statement

Cost
Accounting

Depreciation and
Disposal of Fixed Assets

Earnings per
Share

Economic Value
Added EVA

Financial
Statements

General
Journal

Introduction to
Accounting

Liabilities and
Contingencies

Management
Accounting

Manufacturing
Accounts

Material Costing
Methods

Non-Trading
Concerns

Operating
Assets

Profit and Loss
in Partnership

Rectification of
Errors

Shares and
Debentures

Special
Journal

Stockholders
Equity

Time Value of
Money

Transaction
Analysis

Variance
Analysis

EASY AS 1, 2, 3

How it Works

1

2

3

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Cost Accounting MCQs

Process Costing

Product Costing System

Standard Costing

Variable Costing

Inventory Management

MCQs Quiz

Accounting Equation

General Journal

Financial Statements

Short Questions

Introduction to Accounting

Special Journal

Non-Trading Concerns

Manufacturing Accounts

Transaction Analysis

Video Library

View our list of some finance videos below

What is the Wash Sale Rule?

DuPont Analysis Definition and Formula

Net Income Definition and Formula

Cash Flow Statement Definition

Leverage Ratios Definition

NAV (Net Asset Value) Definition

Investments Definition

Gross Profit Definition and Formula | Under 3 Minutes!

What is Revenue? | Less Than 3 Minutes!

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