Finance

ESL Business Power Up: Accounting Terms

Accounting terms are important for learners. Here are some frequently used accounting terms and jargon to help boost clients who deal with financial accounting and other related materials. Let me know if you have any suggestions or corrections. Cheers!

Account Payable Account Receivable American Depository Receipts (ADRs) Amortization
Annual Report Annuity Financial Statements Audit Risk
Auditors’Report Balance Sheet Income Sheet Cash Flow
Bankruptcy Board of Directors Capitalized Cost/Interest Certificate of Deposit (CD)
Certified Financial Planner (CFP) Certified Public Accountant (CPA) Collateral Common Stock
Compilation Compensation Compilation Report Consolidation
Convertible Stock Creditor Liability Assets
Debit Balance Debt Depletion Deprication
Derivatives Disclaimer Disclosure Discontinued Options
Distribution Due Diligence Earned Income Earnings Per Share (EPS)
Employee Benefit Plan Estate Tax Estimated Tax Exclusions
Exemption Expenditure Extension Face Value
Fair Market Value Fiscal Year Franchise Fraud
Goodwill Initial Public Offering (IPO) Installment Method Intangible Asset
Internal Audit Internal Revenue Service (IRS) Inventory Investment
Joint Venture Junk Bonds Leveraged Buy Out Lease
Limited Liability Partnership/Company (LLP/LLC) Liquidation Margin Merger
Mortgage Net Worth Obligation
Peer Review Premium Proprietorship Prospectus
Proxy Real Estate Investment Trust (REIT) Reconciliation Research and Development (R&D)
Reserves Restructuring Retained Earnings Safe Harbor
Securities and Exchange Commission (SEC) Spinoff Start-up costs Stock Options
Tax Lien Tax Shelter Vesting Withholding
Yield Maturity Zero-Coupon Bond Trust
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ESL Business Power Up: Financial Terminology

Financial terminology is important for some students as this is their key business. Here are some frequently used financial planning terms and jargon to help boost clients who provide financial advice or services. Let me know if you have any suggestions or corrections. Cheers!

Annuity Asset Allocation Back-End Load Front-End Load
Bear Market Bull Market Capital Gain/Loss Cash Equivalents
Dead-Cat Bounce Derivatives Diversification Risk Management
Dividends Equities Bonds Hedge (Funds)
Net Asset Value (NAV) Price/Earnings Ratio (PE) Volatility Yield
Individual Retirement Account (IRA) Inflation/Deflation Amortization Beneficiary
Certified Public Assistant (CPA) Coinsurance or Co-Payment Commodities Compounding (Interest)
Cosigner Creditworthy Disclosure Dollar-cost averaging
Employee Stock Ownership Plan (ESOP) Estate Tax Financial Aid Gift Tax
Interest Rate Living Trust Lump Sum Distribution Money Market Fund
Municipal Fund Portfolio Prenuptial Agreement Principal
Probate Simplified Employee Pension Plan (SEP) Rollover Umbrella Policy:
Life Insurance Vesting Will Mutual Fund

For additional terms please see: http://www.fpanet.org/WhatisFinancialPlanning/Glossary/

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