Finance
Dictionary
View our list of the most helpful finance terms below.
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A
Accredited Financial Counselor
Accredited Investment Fiduciary
Accredited Wealth Management Advisor…
B
C
Certification for Long-Term Care…
Certified Personal Risk Manager…
Chartered Life Underwriter (CLU)
Certified Kingdom Advisor (CKA)
Certified Exit Planning Advisor…
Certified Divorce Financial Analyst…
Certified Trust and Fiduciary…
D
E
Employee Retirement Income Security…
Employee Retention Tax Credit…
Employee Stock Ownership Plans…
F
Financial Paraplanner Qualified Professional…
Fellow, Life Management Institute…
Federal Deposit Insurance Corporation…
G
Guaranteed Lifetime Withdrawal Benefit…
Generation-Skipping Transfer Tax
H
I
Investment Adviser Public Disclosure…
Intentionally Defective Grantor Trust…
Investment Advisor Representative (IAR)
Irrevocable Life Insurance Trust…
J
K
L
M
N
O
P
Q
R
S
Simplified Employee Pension Individual…
Single Premium Deferred Annuity…
Systematic Withdrawal Plans (SWP)
T
U
V
W
X
Y
Z