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

• 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
• Subprime
• 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
• Chartered Accountant

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
• Dead cat bounce
• Efficient market hypothesis
• Market microstructure
• Stock market crash
• Stock market bubble
• January effect
• Mark Twain effect
• Quantitative behavioral finance
• Quantitative analyst
• Statistical arbitrage

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)
• Inverse exchange-traded fund
• 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
• Securitization

Valuation

• Value (economics)
• Fair value

Discounted cash flow valuation

• Cash flow
• 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 models (used in pricing bond options, swaptions and other interest rate derivatives)
• Rendleman-Bartter model
• Vasicek model
• Ho-Lee model
• Hull-White model
• Cox-Ingersoll-Ross model
• Black-Karasinski model
• Black-Derman-Toy model
• Longstaff-Schwartz model
• Chen 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
• Earthquake loss
• Extended coverage
• Insurable risk
• Insurance
• Health insurance
• Injury cover
• 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
• Pet 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's formula
• Stochastic differential equations
• Volatility
• ARCH model
• GARCH model

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
• Savings and Loan Crisis 1980s
• Black Monday 1987
• Asian financial crisis 1990s
• Dot-com bubble 1995-2001
• Stock market downturn of 2002
• United States housing bubble 2001-

Financial software tools

• Finance Software
• Technical Analysis Software
• Algorithmic trading
• List of numerical analysis software
• Comparison of numerical analysis software

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