A tax-sheltered retirement plan offered by some employers.
The business function responsible for creating the historical financial statements.
A professional who makes a living managing a portfolio of assets.
The process of valuing assets
Another word for corporate finance.
Capital Budgeting Analysis
The process of deciding what assets to buy.
Managing the day-to-day finance operations of a firm.
Certified Financial Planner
A professional who has passed the CFP examination.
Chief Financial Officer (CFO)
The highest ranking corporate finance officer in a firm.
A bank that focuses mostly on mid to large sized companies.
Professionals who produce reports on specific firms and industries.
A bank that focuses mostly on individuals, families, and small business.
Life and property insurance.
The finance function within a business. One of the three main areas of finance.
Insurance sold to businesses.
How much it costs a firm (in percentage terms) to get/maintain their debt and equity financing.
A Certified Public Accountant.
A bank position which involves deciding who qualifies for a loan and who does not.
What someone would pay right now for an asset.
Money lent by a creditor to provide financing for the borrower.