English finance vocabulary

English finance vocabulary can be quite complex, but it is crucial for anyone working in this field. It is important to know the meaning of these terms in order to communicate effectively with co-workers, customers and investors. To help you better understand finance vocabulary in English, here is a list of categorized words.

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Accounting in English

Below is a list of words related to accounting in English:

• Account Payable (AP) - Bills to pay.
• Accounts Receivable (AR) - Bills to receive.
• accruals – Provisions.
• balance sheet – Balance Sheet.
• Cash Flow Statement – Statement of Cash Flow.
• Cost of Goods Sold (COGS) – Cost of Goods Sold.
• Depreciation – Depreciation.
• Income Statement - Results report.
• inventory – Inventory.
• Journal Entry - Accounting entry.
• Trial Balance – Trial balance.
• balance sheet – Balance Sheet.
• Bookkeeping – Bookkeeping.
• Capital Expenditure – Capital Expenditure.
• Cost Accounting – Cost Accounting.
• Financial Statement – Financial Statement.
• Fixed Asset – Fixed Asset.
• general ledger – Ledger.
• Liability - Passive.
• net income - Net profit.
• Operating Expense – Operating Expense.
• Payroll - Payroll.
• Profit and Loss Statement – Profit and Loss Statement.
• Revenue - Revenue.
• Trial Balance – Trial balance.

Investments in English

Below is a list of words related to Investments in English:

• Asset Allocation – Asset Allocation.
• bonds – Fixed Income Securities.
• Capital Gains - Capital gains.
• diversification – Diversification.
• Equity - Actions.
• Hedge Fund - Investment fund.
• Initial Public Offering (IPO) – Initial Public Offering.
• Mutual Funds – Investment Funds.
• portfolio - Investment portfolio.
• Return on Investment (ROI) – Return on Investment.
• Stocks - Actions.
• volatility – Volatility.
• asset – Active.
• Bond – Debt Title.
• diversification – Diversification.
• Equity - Net worth.
• Fundamental Analysis – Fundamental Analysis.
• Investment Portfolio - Investment portfolio.
• Liquidity – Liquidity.
• Portfolio Management – Portfolio Management.
• return - Return.
• risk - Risk.
• Stock - Action.
• Technical Analysis - Technical analysis.
• volatility – Volatility.
• Yield - Performance.
• Blue Chip Stocks – Shares of Large Companies and High Liquidity.
• Dividend – Dividend.
• Exchange Traded Fund (ETF) – Exchange Traded Fund.

Financing in English

Below is a list of words related to Financing in English:

• Amortization – Amortization.
• capital - Capital.
• Debt Financing – Debt Financing.
• Equity Financing – Equity Financing.
• Interest - Fees.
• leasing - Lease.
• loan - Loan.
• Mortgage – Mortgage.
• Main - Main.
• refinancing – Refinancing.
• Term - Term.
• Venture Capital - Venture capital.
• working capital – Working Capital.
• Collateral - Guarantee.
• credit score – Credit Score.
• Default – Default.
• foreclosure – Foreclosure.
• Interest Rate – Interest rate.
• Leverage – Leverage.
• maturity - Maturity.
• Personal Guarantee – Personal Guarantee.
• Security - Security.
• underwriting - Underwriting.

Insurance in English

Below is a list of words related to Insurance in English:

• actuary – Actuary.
• Beneficiary – Beneficiary.
• claim - Complaint.
• deductible – Franchise.
• endorsement – Endorsement.
• Insurance Policy - Insurance policy.
• insured - Insured.
• Liability Insurance - Liability insurance.
• Premium - Award.
• Risk Management - Risk management.
• underwriter – Subscriber.
• uninsured – No Insurance.
• Loss Ratio – Accident Ratio.
• claim – Insurance claim.
• coverage - Roof.
• Insurance Agent – Insurance Agent.
• insurer – Insurance company.
• life insurance - Life insurance.
• loss - Loss.
• Premium – Insurance Premium.
• Annuity – Annuity.
• Catastrophic Insurance – Catastrophic Insurance.
• Collision Coverage – Collision coverage.
• Comprehensive Insurance – Comprehensive Insurance.
• Third Party Insurance - Liability insurance.

taxes in english

Below is a list of tax-related words in English:

• Capital Gains Tax – Tax on Capital Gains.
• Corporate Tax – Corporate Income Tax.
• Excise Tax – Tax on Industrialized Products (IPI).
• Income Tax - Income tax.
• property tax - Property tax.
• sales tax – Sales Tax.
• tax deduction – Tax Deduction.
• tax evasion - Tax evasion.
• Taxable Income – Taxable Income.
• Tax Exemption – Tax Exemption.
• Tax Incentive – Tax Incentive.
• Tax Liability – Fiscal Responsibility.
• Tax Rate – Rate.
• Value-Added Tax (VAT) – Value Added Tax (VAT).

Financial Market in English

Below is a list of words related to financial market in English:

• bear market – Low market.
• Bull Market – Bull market.
• Capital Markets - Capital market.
• commodity – Commodities.
• Derivatives – Derivatives.
• Exchange Traded Fund (ETF) – Index Investment Fund.
• futures – Futures.
• Index - Index.
• Market Capitalization – Market Capitalization.
• market share - Market share.
• Options - Options.
• Short Selling – Short Sale.
• stock exchange - Stock Exchange.
• Volatility Index (VIX) – Volatility Index.

Risk Management in English

Below is a list of words related to risk management in English:

• Contingency Plan - Contingency plan.
• Credit Risk – Credit Risk.
• hedge – Hedge.
• insurance - Safe.
• market risk – Market Risk.
• Operational Risk – Operational Risk.
• Reinsurance – Reinsurance.
• Risk Assessment - Risk assessment.
• risk mitigation – Risk mitigation.
• risk premium – Risk Premium.
• Risk Transfer – Transfer of Risk.
• Systemic Risk – Systemic Risk.
• VaR (Value at Risk) – Value at Risk.
• Financial control
• budget - Budget.
• Cash Management - Cash management.
• Cost Control – Cost Control.
• Financial Analysis - Financial analysis.
• Financial Statements – Financial Statements.
• Internal Control - Internal control.
• Key Performance Indicators (KPIs) – Key Performance Indicators.
• Management Accounting - Management accounting.
• Profit and Loss Statement (P&L) - Results report.
• Ratio Analysis – Analysis of Indicators.
• Revenue Recognition – Revenue Recognition.
• Working Capital Management – Working Capital Management.
• Cash Flow Forecast – Cash Flow Projection.

Banks and Financial Institutions in English

Below is a list of words related to banks and financial institutions in English:

• Central Bank - Central bank.
• Commercial Bank - Commercial Bank.
• Investment Bank – Investment Bank.
• Mortgage Lender – Mortgage Lender.
• Retail Bank – Retail Bank.
• Savings and Loan Association (S&L) – Loan and Savings Association.
• Brokerage - Broker.
• Clearinghouse – House of Compensation.
• custodian – Custodian.
• Exchange - Stock Exchange.
• Investment Company – Investment Company.
• Merchant Bank – Business Bank.
• Private Equity Firm – Private Equity Company.
• Venture Capital Firm – Venture Capital Company.
• Asset Management - Asset Management.
• credit union - Credit cooperative.
• Hedge Fund - Investment fund.
• Investment Advisory – Investment Consulting.
• Mutual Fund Company – Investment Fund Company.

Business Management in English

Below is a list of words related to business management in English:

• Business Plan - Business plan.
• Competitive Advantage - Competitive advantage.
• Cost-Benefit Analysis – Cost-Benefit Analysis.
• Industry Analysis - Market analysis.
• Market Research - Market research.
• Marketing Plan - Marketing plan.
• organizational chart - Chart.
• Return on Investment (ROI) – Return on Investment.
• SWOT Analysis – SWOT Analysis.
• Business Process – Business Process.
• Business Model - Business model.
• Business Strategy - Business strategy.
• Corporate Culture - Corporative culture.
• Customer Relationship Management (CRM) – Customer Relationship Management.
• E-commerce - E-commerce.
• Key Performance Indicator (KPI) – Key Performance Indicator.
• Marketing Mix – Marketing Mix.
• Outsourcing – Outsourcing.
• Supply Chain Management – Supply Chain Management.

taxation in english

Below is a list of words related to taxation in English:

• Corporate Tax – Corporate Income Tax.
• Depreciation – Depreciation.
• Excise Tax - Taxes over industrialized products.
• Income Tax – Personal Income Tax.
• property tax – Property Tax.
• Tax Credit – Tax credit.
• Value-Added Tax (VAT) – Value Added Tax.
• Capital Gains Tax – Income Tax on Capital Gains.
• estate tax – Inheritance Tax.
• Excise Duty - Taxes over industrialized products.
• Goods and Services Tax (GST) – Tax on Goods and Services.
• Inheritance Tax – Inheritance Tax.
• Payroll Tax – Payroll Tax.
• Property Tax Assessment – Property Tax Assessment.
• Real Property Tax – Property Tax.

Capital Markets in English

Below is a list of words related to capital markets in English:

• Bid – Offer to Purchase.
• ask – Sale Offer.
• bonds – Bonds.
• Dividend Yield – Dividend Yield.
• Initial Public Offering (IPO) – Initial Public Offering.
• Price-Earnings Ratio (P/E Ratio) – Price/Earnings Ratio.
• Secondary Offering – Secondary Offer.
• stock market index – Stock Market Index.
• Stock Options – Stock Purchase Options.
• stock split – Division of Shares.
• Trading Volume – Trading Volume.
• Underlying Asset – Underlying Asset.
• Asset Allocation – Asset Allocation.
• bear market – Falling Market.
• Margin Trading – Margin Trading.

I hope you enjoyed our English finance vocabulary list!