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LIST OF FINANCE TOPICS


Topics in finance include:

Contents
Fundamental financial concepts
Accounting (financial records)
Actuarial topics
Institutional setting
Financial services companies
Banking terms
Financial regulation
Designations and accreditation
Fraud
Industry bodies
Regulatory bodies
United Kingdom
European Union
United States
United States legislation
Financial markets
Market and instruments
Derivative markets by underlyings
Valuation
Relative valuation
Contingent claim valuation
Investment management
Economics and finance
Mathematics and finance
Constraint finance
Virtual finance
The history of finance
Financial software tools
Finding related topics

Fundamental financial concepts



Finance an overview


Arbitrage


Capital (economics)


Capital asset pricing model


Cash flow


Cash flow matching


Debt



Default



Consumer debt



Debt consolidation



Debt settlement



Credit counseling



Bankruptcy



Debt diet



Debt-snowball method


Discounted cash flow


Financial capital



Funding


Financial modeling


Entrepreneur



Entrepreneurship


Fixed income analysis


Gap financing


Hedge



Basis risk


Interest rate



Risk-free interest rate



Term structure of interest rates


short rate model


interest



effective interest rate



nominal interest rate



interest rate basis



Fisher equation



Crowding out



annual percentage rate



interest coverage ratio


Investment



Foreign direct investment



Gold as an investment



Over-investing


Leverage


Locked-in value


Long (finance)


Liquidity


Margin (finance)


Mark to future


Mark to market


Market Impact


Medium of exchange


Microcredit


Money



Currency



Coin



Banknote



Counterfeit


Portfolio



Modern portfolio theory


Reference rate



Reset


Return



Absolute return



Investment performance



Relative return


Right-financing


Risk



Risk management



Risk measure




Coherent risk measure




Spectral risk measure




Value at Risk


Scenario analysis


Short (finance)


Speculation



Day trading


Position trader


Spread


Standard of deferred payment


Store of value


Time horizon


Time value of money



Discounting



Present value



Future value



Net present value



Internal rate of return



Modified internal rate of return



Annuity



Perpetuity


Unit of account


Volatility


Yield


Yield curve

Accounting (financial records)



Accounting

List of accounting topics

Financial accountancy


Financial statements



Balance sheet



Cash flow statement



Income statement

Auditing

Management accounting

Accounting software

Actuarial topics



Actuarial topics

Institutional setting


Financial services companies


Financial institutions

Bank


List of banks



List of banks in Canada



List of banks in Hong Kong



List of banks in Singapore



List of bank mergers in United States


Advising bank


Central bank



List of central banks


Commercial bank


Community development bank


Cooperative bank


Custodian bank


Depository bank


Investment bank


Islamic banking


Merchant bank


Microcredit


Mutual bank


Mutual savings bank


National bank


Offshore bank


Private bank


Savings bank


Swiss bank

Bank holding company

Building society

Clearing house

Commercial lender

Community development financial institution

Credit rating agency

Credit union

Diversified financial

Edge Act Corporation

Export Credit Agencies

Financial adviser

Financial intermediary

Financial planner

Futures exchange


List of futures exchanges

Government sponsored enterprise

Hard money lender

Independent Financial Adviser

Industrial loan company

Insurance regulatory

Insurance company

Investment adviser

Investment company

Investment trust

Large and Complex Financial Institutions

Mutual fund

Non-banking financial company

Prime brokerage

Retail broker

Savings and loan association

Stock broker

Stock exchange


List of stock exchanges

Trust company

Banking terms



Anonymous banking

Automatic teller machine

Deposit

Deposit creation multiplier

Loan


Pre-qualification


Pre-approval

Withdrawal

Financial regulation



Corporate governance

Financial regulation


Bank regulation



Banking license
Designations and accreditation


Certified Financial Planner

Chartered Financial Analyst


CFA Institute

Chartered Financial Consultant

Canadian Securities Institute

Independent Financial Adviser


Chartered Insurance Institute

Financial Risk Manager
Fraud


Forex scam

Insider trading

Legal origins theory

Petition mill

Ponzi scheme
Industry bodies


International Swaps and Derivatives Association

National Association of Securities Dealers
Regulatory bodies


Autorité des Marchés financiers

Bank for International Settlements

Canadian securities regulation
United Kingdom


Financial Services Authority (UK)
European Union


European Securities Committee (EU)

Committee of European Securities Regulators (EU)
United States


Commodity Futures Trading Commission (U.S.)

Municipal Securities Rulemaking Board (US)

Office of the Comptroller of the Currency (US)

U.S. Securities and Exchange Commission
United States legislation


Glass-Steagall Act (US)

Gramm-Leach-Bliley Act (US)

Sarbanes-Oxley Act (US)

Securities Act of 1933 (US)

Securities Exchange Act of 1934 (US)

Investment Advisers Act of 1940 (US)

USA PATRIOT Act

Financial markets


Market and instruments


Capital markets

Securities

Financial markets

Primary market

Initial public offering

Aftermarket

Free market

Bull market

Bear market

Bear market rally

Market maker

Dow Jones Industrial Average

Nasdaq

List of stock exchanges

List of stock market indices

List of corporations by market capitalization
===Equity market===

Stock market

Stock

Common stock

Preferred stock

Treasury stock

Equity investment

Index investing

Private Equity

Financial reports and statements

Fundamental analysis

Dividend

Dividend yield

Stock split

Equity valuation



Dow Theory

Elliott Wave Theory

Economic value added

Gordon model

Growth stock

Mergers and acquisitions

Leveraged buyout

Takeover

Corporate raid

PE ratio

Market capitalization

Income per share

Stock valuation

Technical analysis

Chart patterns

V-trend

Investment theory



Behavioral finance

Efficient market hypothesis

Stock market crash

Stock market bubble

January effect

Mark Twain effect
===Bond market===

Bond (finance)

Zero coupon bond

Junk bonds

Convertible bond

Accrual bond

Municipal bond

Sovereign bond

Bond valuation


Yield to maturity


Bond duration


Bond convexity

Fixed income
===Money market===

Repurchase agreement

International Money Market

Currency

Exchange rate

International currency codes

Table of historical exchange rates
===Commodity market===

Commodity


Asset


Commodity Futures Trading Commission


Day trading


Drawdowns


Forfaiting


Fundamental analysis


Futures contract


Fungibility


Gold as an investment


Hedging


Jesse Lauriston Livermore


List of traded commodities


MACD


Ownership equity


Position trader


Risk (Futures)


Seasonal traders


Seasonal spread trading


Slippage


Speculation


Spread


Technical analysis



Breakout



Bear market



Bottom (technical analysis)



Bull market



Moving average



Open Interest



Parabolic SAR



Point and figure charts



Resistance



RSI



Stochastic oscillator



Stop loss



Support



Top (technical analysis)


Trade


Trend
===Derivatives market===

Derivative (finance)

★ (see also Financial mathematics topics; Derivatives pricing)

Underlying instrument

Forward markets and contracts



Forward contract

Futures markets and contracts



Backwardation

Contango

Futures contract


Currency future


Financial future


Interest rate future


Futures exchange

Option markets and contracts



Options


Stock option



Box spread



Call option



Put option



Strike price



Put-call parity



The Greeks



Black-Scholes formula



Black model



Binomial options model



Implied volatility



Option time value



Moneyness




At-the-money




In-the-money




Out-of-the-money



Straddle



Option style




Vanilla option




Exotic option




Binary option




European option





Interest rate floor





Interest rate cap




Bermudan option




American option




Quanto option




Asian option



Employee stock option


Warrants


Foreign exchange option


Interest rate options


Bond options


Real options


Options on futures

Swap markets and contracts



Swap (finance)


Interest rate swap


Basis swap


Stock swap


Equity swaps


Currency swap


Variance swap
:see:
Derivative markets by underlyings

=Equity derivatives

=

Accelerated Market Participation Securities (AMPS)

Accelerated Return Equity Securities (ARES)

Asset Return Obligation Securities (ASTROS)

Automatic Common Exchange Securities (ACES)

Basket Adjusting Structured Equity Securities (BASES)

Basket Opportunity Exchangeable Securities (BOXES)

Bifurcated Option Note Unit Securities (BONUSES)

Broad Index Guarded Equity-Linked Securities (BRIDGES)

Canadian Originated Preferred Securities (COPrS)

Closed End Fund

Commodity-Indexed Preferred Securities (ComPS)

Common-Linked Higher Income Participation Securities (CHIPS)

Common stock

Convertible Contingent Debt Securities (CODES)

Corporate-Backed Trust Securities (CorTS)

Corporate Obligation Basket Listed Trust Securities (COBALTS)

Currency Protected Notes (CPNS), (SPNS)

Currency Protected Securities (CPS)

Customized Upside Basket Securities (CUBS)

Debt Exchangeable for Common Stock (DECS)

Equity Growth Long-Term Strategy (EGLS)

Enhanced Equity-Linked Debt Securities (ELKS)

Enhanced Income Securities (EISs)

Enhanced Stock Index Growth Notes (E-SIGNS)

Equity Providing Preferred Income Convertible Securities (EPPICS)

Exchange Preferred Income Cumulative Shares (EPICS)

Exchange Traded Fund (ETF)

Exchangeable Capital Units (ExCaps)

Foreign Currency Return Notes (FORENS)

Global Bond Linked Securities (GLOBELS)

Hybrid Income Securities Units (HITS)

Income Deposit Securities (IDS)

Leading Stockmarket Return Securities (LASERS)

Leveraged Upside Indexed Accelerated Return Securities (LUNARS)

Liquid Yield Option Notes (Zero Cupon) (LYONS)

Mandatorily Exchangeable Debt Securities MEDS)

Mandatory Adjustable Redeemable Convertible Securities (MARCS)

Market Index Target Term Securities (MITTS)

Market Participation Securities (MPS)

Medium Term Equity Related Investment Securities (MERITS)

Monthly Income Debt Securities (MIDS)

Monthly Income Preferred Securities (MIPS)

Participating Index Notes (PINS)

Performance Equity-Linked Redemption Quarterly Pay Securities (PERQS)

Performance Equity-Return Linked Securities (PERKS)

Performance Leveraged Upside Securities (PLUS)

Principal Accruing Enhanced Return Securities (PACERS)

Preferred Equity Redemption Cumulative Stock (PERCS)

Preferred Income Equity Redeemable Shares (PIERS)

Preferred Redeemable Increased Dividend Equity Securities (PRIDES)

Preferred stock

Premium Equity Participating Securities (PEPS)

Premium Income Equity Securities (PIES)

Protected Exchangeable Equity-Linked Securities (PEEQS)

Protected Growth Securities (ProGroS)

Protected Performance Equity Linked Securities (PROPELS)

Public Credit & Repackaged Securities (PCARS)

Public Income Notes (PINES)

Putable Automatic Rate Reset Securities (PARRS)

Quarterly Income Capital Securities (QUICS)

Quarterly Income Debt Securities (QUIDS)

Quarterly Income Preferred Securities (QUIPS)

Quarterly Interest Bond (QUIB)

Real Estate Investment Trust (REIT)

Reset Put Securities (REPS)

Return Enhanced Convertible Securities (RECONS)

Rights

Risk Adjusting Equity Range Securities (RANGERS)

Secure Principal Energy Receipts (SPERS)

Select Equity Indexed Notes (SEQUINS)

Senior Quarterly Income Debt Securities (SQUIDS)

Shared Preference Redeemable Securities (SpuRS)

Shares of Benefical Interest (SBI)

Step-Up Increasing Redeemable Equity Notes (SIRENS)

Step-Up REIT Securities (StREITs)

Stock Appreciation Income-Linked Securities (SAILS)

Stock market Annual Reset Term (Notes) (SMART)

Stock Participation Accreting Redemption Quarterly-pay Securities (SPARQS)

Stock Return Income Debt Securities (STRIDES)

Stock Upside Note Securities (SUNS)

Structured Asset Trust Unit Repackaging (SATURNS)

Structured Repackaged Asset-Backed Trust Securities (STRATS)

Structured Yield Product Exchangeable for Common Stock (STRYPES)

Subordinated Capital Income Securities (SKIS)

Target Return Investment Growth Securities (TRIGGERS)

Targeted Efficient Equity Securities (TEES)

Targeted Growth Enhanced Terms Securities (TARGETS)

Term Convertible Securities (TECONS)

Threshold Appreciation Price Securities (TAPS)

Trust Automatic Common Exchange Securities (TRACES)

Trust Certificate (TRUC)

Trust Investment Enhanced Return Securities (TIERS)

Trust Issued Mandatory Exchange Securities (TIMES)

Trust Originated Preferred Securities (TOPrS)

Trust Preferred Stock (TruPs)

Trust Units Exchangeable for Preference Shares (TrUEPrS)

Warrants

Warrants & Income Redeemable Equity Securities (WIRES)

Yield Enhanced Equity-Linked Debt Securities (YEELDS)

Yield Enhanced Stock (YES)

=Interest rate derivatives

=

Financial future

LIBOR

Forward rate agreement

Interest rate swap

Interest rate cap

Exotic interest rate option

Interest rate swap


Swaption

=Credit derivatives

=

Credit default swap

Collateralized debt obligation

Credit default option

Total return swap

Valuation



Value (economics)

Fair value
===Discounted cash flow valuation===

Cash flow


Cash flow from operating activities


Operating cash flow

Time value of money


Present value


Future value


Actualization


Discounting

Bond valuation


Yield to maturity


Duration


Convexity

Equity valuation


Equivalent Annual Cost


Net present value


Discount rate



Capital Asset Pricing Model



Arbitrage pricing theory



Cost of capital



Weighted average cost of capital


Fundamental analysis


Stock valuation


Business valuation


The investment decision
Relative valuation


Dividend yield

Financial ratio

Market-based valuation

PE ratio

Relative valuation

Stock image

Stock profile
Contingent claim valuation

:''See also derivatives pricing''

Rational pricing assumptions


Risk neutral valuation


Arbitrage free pricing

Derivatives pricing


Futures



Futures contract Pricing


Options (and Real options)



Black-Scholes formula



Black model



Binomial options model


Short-rate modelling



Hull-White model
==Corporate finance==

Balance sheet analysis


Financial ratio

Business plan

Capital budgeting


Capital investment decisions


The investment decision



Business valuation



Stock valuation



Fundamental analysis



Real options



Valuation topics



Fisher separation theorem


The financing decision



Capital structure



Cost of capital



Weighted average cost of capital



Modigliani-Miller theorem


The Dividend Decision



Dividend



Dividend tax



Dividend yield



Modigliani-Miller theorem

Corporate action

Managerial finance


Management accounting

Mergers and acquisitions


leveraged buyout


takeover


corporate raid

Real options

Return on investment


Return on assets


Return on equity


Return on capital

Working capital management


cash conversion cycle


Return on capital


Economic value added


Just In Time


Economic order quantity


Discounts and allowances


Factoring (trade)

Investment management



Fund management


Active management


Efficient market hypothesis


Portfolio


Modern portfolio theory



Capital asset pricing model


Arbitrage pricing theory


Passive management



Index fund


Activist shareholder


Mutual fund



Open-end fund



Closed-end fund



List of mutual-fund families


Financial engineering



Long-Term Capital Management


Hedge fund


Hedge

Visualization of Financial Implications
==Personal finance ==

529 plan (college savings)

Budget

Coverdell Education Savings Account (Coverdell ESAs, formerly known as Education IRAs)

★ Credit & Debt


Credit card


Debt consolidation


Mortgage loan

Debit card

Direct deposit

Employment contract


Commission


Employee stock option


Employee or fringe benefit


Health insurance


Paycheck


Salary


Wage

Financial literacy

Insurance

Predatory lending

Retirement plan


401(a)


401(k)


403(b)


457 plan


Individual Retirement Account



Roth IRA



Traditional IRA



SEP IRA



SIMPLE IRA



Conduit IRA


Pension

Social security

Tax advantage

Wealth

Personal Finance software


Comparison of Personal Finance software

Investment club

Collective investment scheme

Car financing
==Public finance==

Central bank

Federal Reserve

Fractional-reserve banking


Deposit creation multiplier

Tax


Income tax


Payroll tax


Sales tax


Tax advantage


Tax, tariff and trade

crowding out

Industrial policy

Agricultural policy

Currency union

Monetary reform
== Insurance ==

Actuarial science

Annuities

Catastrophe modeling

Extended coverage

Insurable risk

Insurance


Health insurance



Disability insurance



Flexible spending account



Health savings account



Long term care insurance



Medical savings account


Life insurance



Life insurance tax shelter



Permanent life insurance



Term life insurance



Universal life insurance



Variable universal life insurance



Whole life insurance


Property insurance



Auto insurance



Boiler insurance



Earthquake insurance



Home insurance



Title insurance


Casualty insurance



Business continuation insurance



Fidelity bond



Liability insurance




Personal umbrella liability policy




Commercial general liability policy



Political risk insurance



Surety bond



Terrorism insurance


Credit insurance


Reinsurance


Self insurance


Travel insurance

Insurance contract

Economics and finance



Economic growth

Financial economics

Mathematical economics

Managerial economics

Utility theory

Mathematics and finance


=== Time value of money ===

Present value

Future value

Discounting

Net present value

Internal rate of return

Annuity

Perpetuity
=== Financial mathematics

Mathematical tools



Probability

Probability distribution


Binomial distribution


Log-normal distribution

Expected value

Value at risk

Risk-neutral measure

Stochastic calculus

Brownian motion

Itô's lemma

Girsanov's theorem

Radon-Nikodym derivative

Monte Carlo methods in finance

Partial differential equations


Heat equation

Martingale representation theorem

Feynman-Kac formula

Dynkin formula

Stochastic differential equations

Volatility


ARCH model


GARCH model

Mathematical model

Numerical method

Derivatives pricing



Rational pricing assumptions


Risk neutral valuation


Arbitrage free pricing

Futures


Futures contract pricing

Options


Black-Scholes formula


Black model


Binomial options model


Implied volatility


Historical volatility


The Greeks

Interest rate derivatives


Short rate model



Vasicek model



Cox-Ingersoll-Ross model



Hull-White model



Chen model


Brace-Gatarek-Musiela model


Heath-Jarrow-Morton framework

Constraint finance



Creditary economics

Environmental finance

Feminist economics

Green economics

Islamic economics

Uneconomic growth

Value of Earth

Value of life

Virtual finance



Virtual finance

The history of finance



Tulip mania 1620s/1630s

South Sea Bubble 1710s

Panic of 1837

Railway mania 1840s

Long Depression 1873 to 1896

Post-WWI hyperinflation

Wall Street Crash 1929

Great Depression 1930s

Oil Shock 1973

1979 energy crisis

Notable Bankrupts

Black Monday 1987

Asian financial crisis 1990s

Stock market downturn of 2002

Financial software tools



Finance Software


Quantitative Analysis Software



Fundamental Analysis Software



Technical Analysis Software




activeQuant




Excel




MATLAB




MoV (Merchant of Venice)




TradeStation



Stock image coefficient


Straight Through Processing Software


TaxWise

Finding related topics



list of accounting topics

list of management topics

list of marketing topics

list of economics topics

list of international trade topics

list of information technology management topics

list of production topics

list of business law topics

list of business ethics, political economy, and philosophy of business topics

list of business theorists

list of economists

list of corporate leaders

Actuarial topics

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