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CFA
Chartered Financial Analyst. An individual who has passed tests in Economics , Accounting , security Analysis , and Money management , administered by the Institute of Chartered Financial Analysts of the Association for Investment Management and Research . Such an individual is also expected to have at least three years of investments-related experience, and meet certain standards of professional conduct. These individuals have an extensive Economic and investing background and are competent at a High level of analysis. Individuals or corporations utilize their services as security Analyst , Portfolio managers or investment Advisor .
Related Terms: 24
Account , Accounting , Analyst , Advisor , Analysis , Chart , ECU , Economic , Economics , Financial analyst , FIN , High , Heir , Money management , Money , Manager , Portfolio manager , Portfolio , Ratio , Research , SEC , Security analysis , Test , Vesting
Semi Related Terms: 718 CLICK HERE TO VIEW
10-K ,
52-week high ,
Account ,
Accounting ,
Accounting equation ,
Account statement ,
Accredited Personal Financial Planning Specialist ,
Accrual basis accounting ,
Allowance for depreciation ,
Asset/equity ratio ,
Average accounting return ,
Account aggregation ,
Account balance ,
Active account ,
Alternate account ,
Asset management account ,
Accrual of discount ,
Active management ,
Agency security ,
American Municipal Bond Assurance Corporation ,
Amortization of premium ,
Asset-backed security ,
At par ,
Account executive ,
All or any part ,
Analyst ,
At best ,
At call ,
Active money ,
Applied economics ,
Alien corporation ,
At risk ,
Aggregate corporation ,
Add-on service ,
Abstract of title ,
Action to quiet title ,
As is ,
Assignment to creditors ,
Attorney in fact ,
Assignment of mortgage ,
Advisor ,
A shares ,
Assets under management ,
Automatic investment plan ,
Average price per share ,
At the money ,
Age-weighted plan ,
Across the board ,
Additional paid-in capital ,
Ad valorem ,
Analysis ,
Against the box ,
At the bell ,
At the close ,
At the figure ,
At the full ,
At the market ,
At the opening order ,
Automated Pricing and Reporting System ,
Away from the market ,
Back pay ,
Below the line ,
Books of final entry ,
Books of original entry ,
Book value per share ,
Banking Act of 1933 ,
Barren money ,
Bid-to-cover ratio ,
Bill pass ,
Book-entry security ,
Bureau of Public Debt ,
Back office ,
Brought over the wall ,
Buying on margin ,
Buy on close ,
Buy on opening ,
Buy the book ,
Broad money ,
Basic earnings per share ,
Back door ,
Back door financing ,
Balance of payments ,
Base-year analysis ,
Board of Governors ,
Back months ,
Break-even analysis ,
Breaking the syndicate ,
Bill of exchange ,
Bill of sale ,
Breach of trust ,
By the book ,
Back-end load ,
B shares ,
Buy and write ,
Back testing ,
Balanced investment strategy ,
Back taxes ,
Breadth-of-market theory ,
Beat the gun ,
Calendar year ,
Capital investment ,
Cash asset ratio ,
Cash ratio ,
Collection ratio ,
Combined financial statement ,
Commercial year ,
Consolidated financial statement ,
Contra account ,
Cost Accounting ,
Cost Of Goods Sold ,
Cost of sales ,
Central assets account ,
Checking account ,
Custodial account ,
Cabinet security ,
Certificate of Participation ,
Chart ,
Committee on Uniform Securities Identification Procedures ,
Conversion ratio ,
Convertible security ,
Coupon pass ,
Credit analyst ,
Call money rate ,
Cash account ,
Clearing corporation ,
Code of procedure ,
Capitalization of income ,
Capital account ,
Cost of Living Adjustment ,
Cost-of-living index ,
Council of Economic Advisers ,
Current account ,
Cash and carry trade ,
Chasing the market ,
Cheapest to deliver ,
Chicago Board of Trade ,
Commodity Trading Advisor ,
Crop year ,
Chartered Life Underwriter ,
Cost-of-living rider ,
Certificate of stock ,
Closed corporation ,
Cost of carry ,
Certificate of title ,
Contract for deed ,
Cancellation of debt ,
Certificate of Claim ,
Cost of debt capital ,
Cost of funds ,
Closed-end investment company ,
C shares ,
Call ratio backspread ,
Class of options ,
Close to the money ,
Certificate of Occupancy ,
Cloud on title ,
Cash or Deferred Arrangement ,
Cliff vesting ,
Class A Shares ,
Class B Shares ,
Crash of 1929 ,
Crash of 1987 ,
Child and dependent care credit ,
Coefficient of determination ,
Cup and handle ,
Certificate of delivery ,
Close a position ,
Cornering the market ,
Curbs in ,
Debt service coverage ,
Deposit in transit ,
Drawing account ,
Date of issue ,
Date of payment ,
Digested security ,
Droplock security ,
Dual currency bond ,
Dual listing ,
Discretionary account ,
Division of Enforcement ,
Division of Investment Management ,
Division of Market Regulation ,
Date of record ,
Dividend in arrears ,
Dividend payout ratio ,
Desk (the) ,
Division of labor ,
Derivative security ,
Domestic corporation ,
Dual life insurance ,
Discounted Cash Flow Analysis ,
Doing business as ,
Durable Power of Attorney ,
Date of maturity ,
Debtor in possession ,
Debtor-in-possession financing ,
Debt service ,
Deed of Release ,
Deed of Trust ,
Discharge of bankruptcy ,
Discharge of lien ,
Due-on-sale clause ,
Dual-purpose fund ,
Deep in the money ,
Deep out of the money ,
Deed of Surrender ,
Department of Housing and Urban Development ,
Deferred account ,
Distressed security ,
Defensive investment strategy ,
Dogs of the Dow ,
Daily high ,
Depth of market ,
Economic surplus ,
Economic value ,
Efficiency ratio ,
Eurodollar certificate of deposit ,
Escrowed to maturity ,
Exchangeable security ,
Exempt security ,
Ex-legal ,
Either-or order ,
ECU ,
Extended broad money ,
Economic ,
Economic cycle ,
Economic growth ,
Economic growth rate ,
Economic indicator ,
Economics ,
Economic sanctions ,
E-mini ,
Exchange for futures ,
Exchange for physical ,
Exchange of spot ,
Ex-pit transaction ,
Experience rating ,
Ex-all ,
Exchange ratio ,
Expected return ,
Exercise ratio ,
Ex-warrants ,
Economic rent ,
Employee Retirement Income Security Act of 1974 ,
Exclusion ratio ,
Ex-rights ,
Ex-rights date ,
Efficient portfolio ,
Ethical investing ,
Financial Accounting Standards Board ,
Financial asset ,
Financial capital ,
Financial statement ,
First In First Out ,
Fiscal year ,
Fixed-charge coverage ratio ,
Federal Deposit Insurance Corporation ,
Federal Savings and Loan Association ,
Financial institution ,
Frozen account ,
Federal Home Loan Mortgage Corporation ,
Federal National Mortgage Association ,
Financial instrument ,
Flight to quality ,
Flow of funds ,
Fill or kill ,
Financial analyst ,
Front-ending an order ,
Full-service brokerage ,
Fiat money ,
Forward P/E ,
Fully diluted earnings per share ,
Factors of production ,
Favorable balance of trade ,
Fed pass ,
Financial futures ,
Foreign corporation ,
Foreign direct investment ,
Fee-for-service ,
Form 8-K ,
Form S-1 ,
Floating security ,
Friends and family offering ,
Financial risk ,
Full faith and credit ,
Family of funds ,
Financial advisor ,
Fund manager ,
Fund of funds ,
Free and clear ,
Flexible spending account ,
Fixed investment trust ,
Free right of exchange ,
Formula investing ,
Federal ID Number ,
FIN ,
Fourier analysis ,
First-round financing ,
Generally Accepted Accounting Principles ,
Ginnie Mae pass-through ,
Government National Mortgage Association ,
Government Securities Clearing Corporation ,
Graduated security ,
Guaranteed Investment Contract ,
General account ,
Good Til Canceled ,
Gold standard ,
G-7 ,
General Accounting Office ,
General Agreement on Tariffs and Trade ,
G-8 ,
Growth and income fund ,
Ground lease ,
Graduated vesting ,
Gather in the stops ,
Green investing ,
Ground floor ,
High-grade bond ,
High yield ,
Hart-Scott-Rodino Act of 1976 ,
Hit the bid ,
House account ,
House of issue ,
Hedge ratio ,
Health Insurance Portability and Accountability Act ,
High ,
High-flyer ,
High-tech stock ,
Heir ,
Holder in due course ,
High credit ,
High-ratio mortgage ,
Home equity line of credit ,
Head and shoulders ,
High-low index ,
Hammering the market ,
Held at the opening ,
Holding the market ,
Inflation accounting ,
Investment flows ,
Inactive account ,
Insured account ,
In escrow ,
Inflation-indexed security ,
Investment bill ,
Investment-grade bond ,
Investment letter ,
Investment security ,
Investment value ,
In-house ,
Investment Advisor Act of 1940 ,
Investment bank ,
Investment banker ,
Investment Bankers Association ,
Investment banking ,
Investment banking group ,
Investment Company Act of 1940 ,
In line ,
Incremental analysis ,
Investment multiplier ,
Individual policy pension trust ,
Insider Trading sanctions Act of 1984 ,
Internal Rate of Return ,
Indication of interest ,
In intestacy ,
In play ,
In-process research and development ,
Investment company ,
Investment fund ,
Investment objective ,
Investment policy ,
Investment trust ,
I/O strip ,
Investment property ,
Income replacement ratio ,
In-service withdrawal ,
Investment philosophy ,
Individual tax return ,
Imbalance of orders ,
In and out ,
Individual investor ,
Inefficient portfolio ,
In sympathy ,
In the tank ,
Joint account ,
Jointly and severally ,
Jumping the gun ,
Joint and several liability ,
Joint and survivor annuity ,
Keynesian Economics ,
Last In First Out ,
Liquidity ratio ,
Lender of last resort ,
Law of one price ,
Letter security ,
Lead manager ,
Lending at a rate ,
Limit-on-close order ,
Lawful money ,
Law of demand ,
Law of supply ,
London International Financial Futures and Options Exchange ,
Level premium insurance ,
Level term insurance ,
Letter of comment ,
Legal age ,
Line of credit ,
Loan-to-cost ,
Loan-to-value ,
Loan-value ratio ,
Lock-in ,
Level load ,
Leading the market ,
Locked in ,
Long-term gain or loss ,
Linear chart ,
Logarithmic chart ,
Level I quotes ,
Level II quotes ,
Level III quotes ,
Money center bank ,
Money order ,
Mutual association ,
Marketable security ,
Mortgage-backed security ,
Mortgage pass-through security ,
Municipal Bond Insurance Association ,
Municipal investment trust ,
Make a market ,
Managed account ,
Margin account ,
Market on close order ,
Mark-to-market ,
Money management ,
Multiple Listing Service ,
Medium of exchange ,
Money ,
Marginal analysis ,
Marginal propensity to consume ,
Mezzanine level ,
Modified pass-through ,
Money at call ,
Money factor ,
Management buyin ,
Management company ,
Manager ,
Market portfolio ,
Market analysis ,
Milner analysis ,
Mixed account ,
Money flow ,
Net investment ,
Non-financial asset ,
Near money ,
Negotiable certificate of deposit ,
Negotiable Order of Withdrawal ,
Nostro account ,
Negotiable security ,
Notice of Sale ,
National Association of Securities Dealers ,
National Association of Securities Dealers Automated Quotations system ,
National Securities Clearing Corporation ,
National Securities Trade Association ,
Net capital ratio ,
No limit order ,
No quote ,
National Futures Association ,
No-Fault ,
No-Action Letter ,
Non-compete agreement ,
Null and void ,
No-lien affidavit ,
Notice of Default ,
No-load ,
National Association of Real Estate Investment Trusts ,
Non-investment property ,
Normal retirement age ,
No-load stock ,
Nonstock Corporation ,
New high ,
No book ,
Off the books ,
One time charge ,
Overhead ratio ,
Office of Thrift Supervision ,
Out-of-favor ,
Over-the-Counter ,
On-floor order ,
On margin ,
Option account ,
Or better ,
Omnibus account ,
One-share one-vote rule ,
Opinion of title ,
On account ,
On-the-spot loan ,
Open-end management company ,
Options Clearing Corporation ,
Out of the money ,
Old age, survivors, and disability insurance ,
On-balance volume ,
Odd lot buy/sell ratio ,
On close ,
One man picture ,
On open ,
On the opening ,
Pooling of interests ,
Profit and loss statement ,
Pro forma ,
Pass-through ,
Pass-through coupon rate ,
Payment-in-kind security ,
Price Value of a Basis Point ,
Private sector pass-through ,
Payment for order flow ,
Public Securities Association ,
Payout ratio ,
Plow back ,
P&L ,
Primary earnings per share ,
Provision for income taxes ,
Portfolio manager ,
Portfolio ,
Per stirpes ,
Power of Attorney ,
Prioritization of debt ,
Purchase-money mortgage ,
Pension Benefit Guaranty Corporation ,
Paid-in capital ,
Paid-in surplus ,
Percent held by institutions ,
Private Investment in Public Equity ,
Passive management ,
Portfolio insurance ,
Portfolio theory ,
Preservation of capital ,
Put ratio backspread ,
Point-and-figure chart ,
Profit ratio ,
Painting the tape ,
Portfolio tracking ,
Put/call ratio ,
Quantitative analysis ,
Qualitative analysis ,
Qualitative research ,
Reports and Records ,
Return of capital ,
Return on Capital ,
Return on Invested Capital ,
Return on Total Assets ,
Reserve ratio ,
Rating service ,
Real Estate Mortgage Investment Conduit ,
Registered security ,
Residual security ,
Restricted security ,
Round lot ,
Reading the tape ,
Regulation D ,
Regulation G ,
Regulation T ,
Regulation U ,
Research department ,
Restricted account ,
Round of funding ,
Rules of Fair Practice ,
Rate of exchange ,
Reciprocal of European terms ,
Regulated investment company ,
Real economic growth rate ,
Round turn ,
Ratio ,
Red herring ,
Regulation A ,
Right of first refusal ,
Right of rescission ,
Right to Know ,
Regulation Z ,
Revolving line of credit ,
Right of recourse ,
Rule of 78 ,
Ratio calendar combination ,
Ratio calendar spread ,
Ratio spread ,
Ratio write ,
Right of redemption ,
Retirement Equity Act of 1984 ,
Research ,
Risk management ,
Ratio analysis ,
Regression analysis ,
Return on Capital Employed ,
Rate of return ,
Real rate of return ,
SEC filing ,
Selling, General and Administrative Expenses ,
SG&A ,
Savings account ,
Savings and Loan ,
Savings Association Insurance Fund ,
Sight letter of credit ,
S&L ,
Stock association ,
SEC ,
Securities and Exchange Commission ,
Series EE bond ,
Stamped security ,
Student Loan Marketing Association ,
SEC fee ,
Securities analyst ,
Securities Industry Association ,
Securities Investor Protection Corporation ,
Segregation of securities ,
Sell-side analyst ,
Sell the book ,
Sweep account ,
Syndicate manager ,
Standard of living ,
Supply-side economics ,
Second-to-die insurance ,
Separate account ,
Short interest ratio ,
Standard Industrial Classification ,
Stock Clearing Corporation ,
Statute of Limitations ,
Statutory investment ,
Sale and leaseback ,
Satisfaction of debt ,
Security interest ,
Security loan ,
Senior security ,
Standard payment calculation ,
Staggered board of directors ,
Socially conscious investing ,
Standard deviation ,
Systematic investment plan ,
Selling the spread ,
Savings Incentive Match Plan for Employees ,
Self-directed retirement account ,
Social Security ,
Social Security Tax ,
Security analysis ,
Selling short against the box ,
Sensitivity analysis ,
Shorting against the box ,
Structured portfolio strategy ,
S Corporation ,
Short-term gain or loss ,
Standard deduction ,
Standard mileage rate ,
Subchapter M ,
Subchapter S Corporation ,
Schedule C ,
Securities Act of 1933 ,
Securities Acts Amendments of 1975 ,
Securities Exchange Act of 1934 ,
Seek a market ,
Smart money ,
S&P phenomenon ,
Stop and reverse ,
Supervisory analyst ,
T-Bill ,
Term to maturity ,
Treasury Inflation-Protected Security ,
Trust-preferred security ,
Take a position ,
Trailing P/E ,
Tight money ,
Technical analysis ,
Tenancy by the entirety ,
TED spread ,
Truth in Lending ,
Tenancy at will ,
Title search ,
Ten-bagger ,
The Street ,
Timing the market ,
Taxpayer Relief Act of 1997 ,
Tax Reform Act of 1986 ,
Tax Reform Act of 1993 ,
Technical analyst ,
Test ,
Take a bath ,
Tick test ,
U.S. Government Agency Security ,
U.S. Savings Bond ,
U.S. Treasury ,
U.S. Treasury Bill ,
U.S. Treasury Bond ,
U.S. Treasury Note ,
U.S. Treasury Securities ,
Undermargined account ,
Underlying security ,
Unit Investment Trust ,
Unit of trade ,
Unit of trading ,
Variable ratio write ,
Vesting ,
Vesting period ,
Value investing ,
Variable ratio plan ,
Wall Street analyst ,
Wrap account ,
Waiver of premium ,
Widow-and-orphan stock ,
W-2 Form ,
W formation ,
When, as, and if issued ,
X or XD ,
Year-over-year ,
Year-To-Date ,
Yield to call ,
Yield to maturity ,
Yield to worst ,
Y shares ,
Z shares ,
Zero-beta portfolio ,
Zero-investment portfolio