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  2. Financial statement - Wikipedia

    en.wikipedia.org/wiki/Financial_statement

    In so doing, the MD&A attempt to provide investors with complete, fair, and balanced information to help them decide whether to invest or continue to invest in an entity. [ 7 ] The section contains a description of the year gone by and some of the key factors that influenced the business of the company in that year, as well as a fair and ...

  3. Chartered Financial Analyst - Wikipedia

    en.wikipedia.org/wiki/Chartered_Financial_Analyst

    The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.

  4. Financial intermediary - Wikipedia

    en.wikipedia.org/wiki/Financial_intermediary

    A financial intermediary is an institution or individual that serves as a "middleman" among diverse parties in order to facilitate financial transactions.Common types include commercial banks, investment banks, stockbrokers, insurance and pension funds, pooled investment funds, leasing companies, and stock exchanges.

  5. Financial system - Wikipedia

    en.wikipedia.org/wiki/Financial_system

    A financial system is a system that allows the exchange of funds between financial market participants such as lenders, investors, and borrowers.Financial systems operate at national and global levels. [1]

  6. Personal finance - Wikipedia

    en.wikipedia.org/wiki/Personal_finance

    This asset allocation will prescribe a percentage allocation for stocks, bonds, cash, and alternative investments. The budget should also consider every investor's risk profile since risk attitudes vary from person to person. Depreciating Assets- One thing to consider with personal finance and net worth goals is depreciating assets. A ...