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Financial Dictionary

Financial Dictionary 

Thousands of investors have told us they are confused by the investment jargon that is used by financial advisors. We also know some terms, that investors don't understand, are used by advisors as sales ploys. They establish themselves as experts when they define a term you may not understand. 

There is an alternative. We have defined more than 1,500 commonly used financial terms. Look-up a definition by entering the term in the search engine or using the alphabetical search service.

Definition of 'Edgar Online'

A pay-to-view web site that contains filings of documents for public corporations.

Call

Call Protection

Callable

Capital Asset Pricing Model

Capital Gain

Capital Gain or Loss

Capital Gains Distribution

Capital Gains Tax

Capital Growth Strategy

Capital Market Efficiency

Capital Markets

Capital Stock

Capitalization

Cash Basis

Cash Equivalents

Cash Flow

Cash Management

Cash Sale

Cash Surrender Value

Cash Value

Central Registration Depository (CRD)

Certificate

Certificate of Deposit (CD)

Certified Financial Planner - CFP(r)

CFA Institute

Charitable Remainder Annuity Trust

Charitable Remainder Trust (CRT)

Chartered Financial Analyst - CFA(r)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Churning

Class A or B shares

Class A, B or C shares

Clean Opinion

Closed End Mutual Fund

Closet Indexing

Codicil

Collateral

Collateralized Mortgage Obligation (CMO)

Collectibles

Commercial Paper

Commission

Commodity

Commodity Futures Trading Commission (CFTC)

Common Stocks

Community Property

Compliance Department

Compliance Record

Compound Interest

Compound Return

Conduit

Conflicts of Interest

Conglomerate

Consolidated Balance Sheet

Consultant

Consumer Price Index (CPI)

Contingent Beneficiary

Contingent Deferred Sales Charge (CDSC)

Contrarian

Convertible group life

Convertibles

Cooling-off period

Core Competency

Corporate Bond

Correction

Correlation

Cost Basis

Coupon rate

CRD #

Credit Report

Credit Score

Credit Shelter Trust

Cross Purchase Buy Sell Plan

Crummy Trust

Currency Risk

Current Assets

Current Income

Current Liabilities

Current Market Value

Current Maturity

Current Return

Current Yield

CUSIP Number

Custodial Account

Custodian

Certifications

Code of Ethics

Compliance

Conservatorship

CEF - Closed End Funds

Capital Assets

Call Provision

Compound rate

CRD - Central Registration Depository

Certificate in Investment Performance Measurement - CIPM

CIPM - Certificate in Investment Performance Measurement

Confidence Indicator

Conglomerate Merger

CAGR - Compound Annual Growth Rate

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