List of finance topics

Topics in finance include:

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
** 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