Finance Articles
Resources that cover important concepts and topics on finance and financial analysis
Finance Resources
WSO is developing a vast collection of free resources that cover important finance topics that every financial analyst must know. This library is a great place to get started if you are looking to break into or advance your career in finance. Learn at your convenience from these articles which are designed to be utilized for self-study.
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This library of resources is designed to help you learn finance online. Each article can be read at your own pace as they are good on a standalone basis. We hope they help you advance your understanding of financial concepts that are required as part of your job or career.
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- 5 Key Phases of Digital Transformation in Finance
- 7 Best Finance YouTube Channels
- A-Shares
- Accelerated Dividends
- Account Balance
- Account Number
- Account Statement
- Accounts Receivable Financing
- Accrued Interest vs Regular Interest
- Acid-Test Ratio
- Activist Shareholder
- Adjusted Funds From Operations (AFFO)
- After Tax Operating Income (ATOI)
- Agency Costs
- Alpha
- Alternative Investment
- Amalgamation
- Analysis of Financial Statements
- Angel Investor
- Annual Equivalent Rate (AER)
- Annual General Meeting (AGM)
- Annual Percentage Rate (APR)
- Annual Percentage Yield
- Annual Report
- Annualized Total Return
- Annuity
- Annuity Due
- Appropriation Account
- Arbitrage Pricing Theory
- Argentine Peso (ARS)
- Asian Financial Crisis
- Assessing Debt Capacity
- Asset Base
- Asset Coverage Ratio
- Asset-Liability Committee (ALCO)
- Asset Management
- Asset Turnover
- Asset Turnover Ratio
- Asset Valuation
- Assumable Mortgage
- Asymmetric Information
- Auction
- Auditor
- Australian Dollar (AUD)
- Authorized Shares
- Automated Clearing House (ACH)
- Automatic Bill Payment
- Balanced Scorecard
- Bank's Business Segments
- Bank for International Settlements
- Bank Identification Number (BIN)
- Bank Line
- Bank Reserves
- Bank-Specific Ratios
- Bank Statement
- Banking Fundamentals
- Basel Accords
- Basel I
- Basel II
- Basel III
- Baseline
- Basis Points (BPS)
- Best Finance Podcast
- Best Personal Finance Software
- Beta Coefficient
- Black Swan Event
- Bond Tranches
- Break-even Point (BEP)
- Bretton Woods Agreement
- Budget Variance
- Bullet Loan
- Bullish and Bearish
- Business Life Cycle
- Buy-Side
- CAMELS rating system
- Calculating Foreign Exchange Spread
- Calculating Yield on Debt
- Call Report
- Canadian Tax Brackets
- Cape Ratio
- CAPEX to Operating Cash Ratio
- Capital
- Capital Adequacy Ratio (CAR)
- Capital Allocation Line (CAL) and Optimal Portfolio
- Capital Asset Pricing Model (CAPM)
- Capital Budgeting Best Practices
- Capital Employed
- Capital Gains Tax
- Capital Gains Yield
- Capital Rationing
- Capital Structure
- Carry Benefits
- Cashback
- Cash Consideration
- Cash Conversion Ratio
- Cash Credit
- Cash Flow
- Cash Management
- Cash on Cash Return
- Cash Ratio Formula
- Cash Reserves
- Cayman Islands Dollar (KYD)
- Celler-Kefauver Act
- Central Bank
- Certificate of Deposit (CD)
- Checking Accounts vs. Savings Accounts
- Chinese Wall
- Collateral
- Collateral Value
- Colombian Peso (COP)
- Commercial Bank
- Commercial Loan Agreement
- Commercial Properties REITs
- Commitment Fee
- Common Size Analysis
- Common Size Ratio
- Common Stock
- Common vs Preferred Shares
- Compilation Engagement
- Compound Growth Rate
- Compound Interest
- Compound Interest Formula
- Confidence Interval
- Constant Dividend Payout Ratio Policy
- Continuously Compounded Interest
- Contribution Analysis
- Cooperatives
- Corporate Banking
- Corporate Bonds
- Corporate vs Personal Income Tax
- Corporate Venturing
- Correlation
- Cost of Capital
- Cost of Debt
- Cost of Equity
- Cost of Preferred Stock
- Cost Structure
- Coupon Rate
- Covariance
- Coverage Ratio
- Corporate Finance
- Corporate Finance Ratios
- Corporate Structure
- Credit Analysis Ratios
- Credit Card Asset-Backed Securities (ABS)
- Credit Default Swap (CDS)
- Credit Event
- Credit Memorandum
- Credit Rating
- Credit Score
- Credit Union
- Currency Basket
- Currency Forward
- Currency Overlay
- Currency Swap Contracts
- Current Income Real Estate Investments
- Current Ratio Formula
- Debt
- Debenture
- Debt/Equity Swap
- Debt Restructuring
- Debt Service Coverage Ratio
- Debt to Assets Ratio
- Debt to Income Ratio
- Debt Consolidation
- Debt Covenants
- Debt Equity Ratio
- Debt Refinancing
- Debt Settlement
- Debt vs. Equity Financing
- Debtor vs. Creditor
- Default Risk Premium
- Definitions Of Money
- Degree of Financial Leverage
- Degree of Operating Leverage
- Degree of Total Leverage
- Demand Deposit
- Demand Draft
- Demonetization
- Deposit
- Depository
- Deutsche Bank Restructuring
- Direct Deposit
- Discretionary Income
- Discount Rate
- Discounted Payback Period
- Discounting
- Distressed Assets
- Divestiture
- Dividend
- Dividend Coverage Ratio
- Dividend Irrelevance Theory
- Dividend Per Share (DPS)
- Dividend Reinvestment Plan (DRIP)
- Dividend Yield Formula
- Dodd-Frank Act
- Double Gearing
- Double Taxation
- Down Payment
- Drags and Pulls on Liquidity
- Dry Powder
- Dual-Class Stocks
- DuPont Analysis
- Duration
- Earnings
- Earnings Announcement
- Earnings Before Interest and Taxes (EBIT)
- Earnings Before Interest, Tax, Depreciation, and Amortization (EBITDA)
- Earnings Call
- Earnings Management
- Earnings Multiplier
- Earnings Per Share (EPS)
- Earnings Per Share Formula (EPS)
- EBIT
- EBITDA
- EBITDAL
- EBITDAR
- EBIT/EV Multiple
- Economic Moat
- Economic Value of Equity (EVE)
- Efficiency Ratios
- Effective Annual Interest Rate
- Effective Annual Rate
- Electronic Money
- Embedded Finance
- Emergency Funds
- English Auction
- Entity Theory
- Envy Ratio
- EOQ
- Equity
- Equity Capital Market (ECM)
- Equity Crowdfunding
- Equity Financing
- Equity Hedge Fund Strategies
- Equity Multiplier
- Equity Ratio
- Equity Risk Premium
- Equity Swap Contract
- Equity vs Fixed Income
- Erosion (in Finance)
- Euro Interbank Offered Rate (Euribor)
- Eurocurrency
- Eurodollar
- EV/Gross Profit Ratio
- Exchange Rate Mechanism (ERM)
- Expense Ratio
- Exponential Growth
- Exit Multiple
- Face Value
- Fair Value
- Fama-French Three-Factor Model
- Famous Fund Managers
- Famous Investors
- FCFF vs FCFE vs Dividends
- Fed Balance Sheet
- Federal Discount Rate
- Federal Funds Rate
- Federal Income Tax
- Federal Open Market Committee (FOMC)
- Federal Reserve (The Fed)
- Federal Reserve Board (FRB)
- FHA Loan
- FICO Score
- Fidelity Bonds
- Financial Compliance
- Financial Controls
- Financial Covenants
- Financial Crisis
- Financial Distress
- Financial Engineering
- Financial Guarantee
- Financial Health
- Financial Industry Regulatory Authority (FINRA)
- Financial Leverage
- Financial Math Glossary
- Financial Modelers' Manifesto
- Financial Performance
- Financial Plan
- Financial Ratios
- Financial Sector
- Financial System
- Financing
- Fintech (Financial Technology)
- Fixed Asset Turnover
- Fixed Capital
- Fixed-Charge Coverage Ratio (FCCR)
- Fixed Costs
- Fixed Income Risks
- Fixed vs. Pegged Exchange Rates
- Flash Crashes
- Float
- Flotation Cost
- Floating Interest Rate
- Forecasting
- Foreign Exchange
- Foreign Exchange Reserves
- Foreign Exchange Risk
- Foreign Tax Credits
- Forfeited Shares
- Forward Contract
- Forward Dividend Yield
- Forward Rate
- Fractional Banking
- Friedman Doctrine
- Functions of Money
- Functional Obsolescence (Real Estate)
- Funding Liquidity Risk
- Futures Contract
- Gearing
- Glass-Steagall Act
- Going Concern
- Gross Gaming Revenue (GGR)
- Gross Margin Ratio
- Gross Merchandise Value (GMV)
- H-Model
- Hard Currency
- Haircut
- Hawala
- How Do Banks Make Money
- Hedge Clause
- Hedge Fund Strategies
- Hockey Stick Effect
- Home Equity Line of Credit (HELOC)
- Hong Kong Dollar (HKD)
- Hong Kong Monetary Authority (HKMA)
- Hope Credit
- Hospitality REIT
- Horizontal Analysis
- How Much Money the Government Collects in Taxes
- How to Read a Balance Sheet
- Hurdle Rate Definition
- Idle Cash
- Important Dividend Dates
- Imposed Budgeting
- Income Property
- Income Tax Payable
- Incremental Budgeting
- Indexed Annuity
- Indian Rupee (INR)
- Indonesian Rupiah (IDR)
- Industry Knowledge
- Industrial REITs
- Infinite Banking
- Inflation Risk
- Insolvency
- Interbank Market
- Interest
- Interest Coverage Ratio
- Interest Income
- Interest Rate
- Interest Rate Risk
- Interest Rate Swap
- Interest Tax Shields
- Interim Dividend
- Internal Rate of Return (IRR)
- International Bank Account Number (IBAN)
- International Bonds
- Invested Capital
- Inventory Turnover
- Inventory Turnover Ratio
- Inverted Yield Curve
- Investment Methods
- IPO Process
- Iraqi Dinar (IQD)
- Iranian Rial (IRR)
- Islamic Finance
- Japanese Yen (JPY)
- Junior Equity
- Junior Tranche
- Justified Price to Earnings Ratio
- Keepwell Agreement
- Key Currency
- Key Performance Indicators (KPIs)
- Know Your Client (KYC)
- Kuwaiti Dinar (KWD)
- LBO Buy-Side
- Lehman Brothers
- Lender of Last Resort
- Lending Ratios
- Letter of Guarantee
- Leverage
- Leveraged Buyout (LBO)
- Leverage Effect Measures
- Liability
- Libra Cryptocurrency
- Life and Health Insurers
- Life Cycle Cost Analysis
- Limitations of Ratio Analysis
- Liquid Asset
- Liquidation Preference
- Liquidating Dividend
- Liquidity
- Liquidity Event
- Liquidity Ratio
- Loan
- Loan Covenant
- Loan Life Coverage Ratio (LLCR)
- Loan Servicing
- Loan-to-Value Ratio
- LTM Revenue
- M&M Theorem
- Machine Learning In Finance
- Macrofinance
- Major Risks for Banks
- Majority Shareholder
- Management Buyout (MBO)
- Management Discussion and Analysis (MD&A)
- Managerial Finance
- Margin of Safety Formula
- Marginal Propensity To Save (MPS)
- Market Capitalization
- Market Risk Premium
- Market Value of Debt
- Market Value vs Investment Value
- Marketable Securities
- MasterCard
- Media for Equity
- Medical Cost Ratio (MCR)
- Mezzanine Financing
- Mezzanine Fund
- Minority Interest
- Mobile Banking
- Modified Internal Rate of Return
- Molodovsky Effect
- Monetary Assets
- Money
- Money Center Bank
- Money Laundering
- Money Management
- Money Market Account (MMA)
- Money Vs. Time-Weighted Return
- Mortgage
- National Association of Real Estate Investment Trusts (NAREIT)
- National Automated Clearing House Association (NACHA)
- Near Money
- Negative Correlation
- Negative Equity
- Negative Interest Rates
- Negotiable Instrument
- Net Asset Value
- Net Cash
- Net Debt-to-EBITDA Ratio
- Net Foreign Assets (NFA)
- Net Interest Income
- Net Interest Margin
- Net Liquid Assets
- Net Present Value Rule
- Net Profit Margin
- Net Working Capital
- Nominal Interest Rate
- Non-Banking Financial Company (NBFC)
- Non-Monetary Assets
- Non-Performing Asset
- Non-Recourse vs. Recourse Loans
- Nostro Account
- Office REITs
- Oil and Gas Company Balance Sheets
- Operating Asset Turnover Ratio
- Operating Profit Margin
- Operating Ratio
- Operating Risk
- Outstanding Shares
- Overnight Rate
- Parent Company
- Participating Preferred Stock
- Participative Budgeting
- Pecking Order Theory
- Peer-to-Peer Lending
- Perpetuity
- PIK Loan
- Portfolio Variance
- Principal Payment
- PRAT Model
- Preferred Shares
- Prepayment
- Prime Rate
- Private Company
- Private Money Loan
- Pro-Rata Rights
- Proceeds
- Professional Corporations
- Profit vs Cash
- Profitability Ratios
- Project Finance – A Primer
- Project Sequencing
- Proxy Fight
- Proxy Vote
- Public Companies
- Public Finance
- Public Securities
- Put-Call Parity
- Quantitative Analysis
- Quantitative Finance
- Quarter on Quarter (QOQ)
- Quarterly Revenue Growth
- Quick Ratio
- Rating Agency
- Rate of Return
- Real Estate Investment Trust (REIT)
- Real Estate Project Finance
- Recovery Rate
- Regulatory Risk
- REIT vs REOC
- Reserve Ratio
- Residential Properties REITs
- Restricted Cash
- Restricted Stock
- Retail Bank Types
- Return on Assets & ROA Formula
- Return on Capital Employed (ROCE)
- Return on Equity (ROE)
- Return on Invested Capital (ROIC)
- Return on Investment (ROI)
- Return on Total Capital
- Revenue Per Employee
- Revolver Debt
- Revolving Credit Facility
- Rights Issue
- Risk
- Risk-Adjusted Return Ratios
- Risk Aversion
- Risk-Free Rate
- ROIC vs ROCE
- Rolling Down the Yield Curve
- Savings Account
- Secondary Market
- Security
- Segment Margin
- Senior Debt
- Series 7 Exam
- Shadow Banking System
- Shadow Inventory
- Share Repurchase
- Sharpe Ratio
- Shareholder
- Shareholder Activist
- Shareholder Agreement
- Shareholder Base
- Shareholder Equity Ratio
- Sherman Antitrust Act
- Short-Term Debt
- Short Term Loan
- Simple Interest
- Simple Interest vs Compound Interest
- Singapore Dollar (SGD)
- Sinking Fund
- Skin in the Game
- Solvency Ratio
- Sources of Funding
- Sources Of Liquidity
- South African Rand (ZAR)
- Special Dividend
- Stable Dividend Policy
- Stakeholder
- Stakeholder vs. Shareholder
- Startup Funding
- Stock Exchange
- Stock Options
- Stock Split
- Stock Warrants
- Structured Finance
- Supermajority Voting Provision
- Sustainable Growth Rate
- Swap Spread
- Swiss Franc (CHF)
- Syndicated Loan
- Systematic Risk
- Systemic Risk
- Targeted Auction
- Taxation
- Tax Shelter
- Thai Baht (THB)
- Time Series Data Analysis
- Tone at the Top
- Total Return Swap
- Treasury Stock
- Treynor Ratio
- Troubled Asset Relief Program (TARP)
- Trust Bank
- Types of Financial Analysis
- Underwriting
- Unicorn
- Uniform Rules for Collections (URC)
- Unitranche Debt
- United States Dollar (USD)
- UpREIT vs DownREIT
- Use of Proceeds Statement
- Variance Formula
- Vendor Financing
- Venture Capital
- Venture Debt
- Video Banking
- Volcker Rule
- Voting Shares
- Voting Trust Certificate
- WACC
- Wall Street Fraud
- What Is Corporation?
- What is a Stock?
- What is Finance?
- White-Collar Crime
- Working Capital Management
- Working Capital vs Investing Capital
- Yield Curve
- Yield Gap
- Yield to Maturity (YTM)
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