The following outline is provided as an overview of and topical guide to finance:

Finance – addresses the ways in which individuals and organizations raise and allocate monetary resources over time, taking into account the risks entailed in their projects.


The term finance may incorporate any of the following:

Fundamental financial concepts


Finance terms by field

Accounting (financial record keeping)

Main articles: Accounting and List of accounting topics


Corporate finance

Main article: Corporate finance

See also: Financial management and § Corporate finance theory

Further information: Outline of corporate finance

Investment management

Main article: Investment management

See also: § Portfolio theory

Personal finance

Main article: Personal finance

Public finance

Main article: Public finance

Risk management

Main article: Financial risk management

See also: Finance § Risk management, and Risk management § Finance

Constraint finance


Main article: Insurance

Economics and finance

Main articles: Financial economics and Asset pricing

See also: Finance § Financial theory

Finance-related areas of economics

Corporate finance theory

Further information: Financial economics § Corporate finance theory, and Financial economics § Certainty

See also: Outline of corporate finance § Theory

Asset pricing theory

Main article: Asset pricing

Further information: Financial economics § Underlying economics

Asset pricing models

Mathematics and finance

Time value of money

Main article: Time value of money

Financial mathematics

Main article: Financial mathematics

Mathematical tools

Derivatives pricing

Main article: Financial mathematics § Derivatives pricing

See also: Financial economics § Derivative pricing

Portfolio mathematics

Financial markets

 Financial markets

Market and instruments

Equity market

Main article: Equity market

Equity valuation

Main article: Equity valuation

See also: § Context

Investment theory

Main article: Investment theory

Bond market

Main article: Bond market

Money market

Main article: Money market

Commodity market

Main article: Commodity market

Derivatives market

Main article: Derivatives market

Forward markets and contracts

Main article: Forward market

Futures markets and contracts

Main article: Futures market

Option markets and contracts

Swap markets and contracts

Main article: Swap market

Derivative markets by underlyings

Equity derivatives

Main article: Equity derivative

Interest rate derivatives

Main article: Interest rate derivative

Credit derivatives

Main article: Credit derivative

Foreign exchange derivative

Main article: Foreign exchange derivative

Financial regulation

Designations and accreditation

Further information: Professional certification in financial services; Professional certification § Accountancy, auditing and finance; and § Education



Industry bodies

Regulatory bodies

Main article: List of financial regulatory authorities by country


European Union

Regulatory bodies by country

United Kingdom
United States

United States legislation

Actuarial topics


This section is corporate-finance-focused: for the valuation of derivatives and interest rate / fixed income instruments see § Derivatives pricing; for the economic theory see § Asset pricing theory.

Underlying theory



Discounted cash flow valuation

Main article: Valuation using discounted cash flows

Further information: Discounted cash flow and Time value of money

Relative valuation

Main article: Relative valuation

Contingent claim valuation

Main article: Contingent claim valuation

Other approaches

Financial modeling

Further information: Financial modeling § Accounting

Not to be confused with Financial modeling § Quantitative finance.

Portfolio theory

General concepts

Modern portfolio theory

Main article: Modern portfolio theory

Further information: Financial economics § Uncertainty

Post-modern portfolio theory

Main article: Post-modern portfolio theory

Further information: Financial economics § Portfolio theory

Performance measurement

See also: List of financial performance measures

Mathematical techniques

Quantitative investing

Main article: Quantitative investing

Financial software tools

Financial modeling applications

Main article: Financial modeling

Corporate Finance

Quantitative finance

Financial institutions

Financial institutions


See also

Related lists


  1. ^ Joel G. Siegel; Jae K. Shim; Stephen Hartman (1 November 1997). Schaum's quick guide to business formulas: 201 decision-making tools for business, finance, and accounting students. McGraw-Hill Professional. ISBN 978-0-07-058031-2. Retrieved 12 November 2011. §39 "Corporate Planning Models". See also, §294 "Simulation Model".
  2. ^ See for example: Low, R.K.Y.; Faff, R.; Aas, K. (2016). "Enhancing mean–variance portfolio selection by modeling distributional asymmetries" (PDF). Journal of Economics and Business. 85: 49–72. doi:10.1016/j.jeconbus.2016.01.003.; Low, R.K.Y.; Alcock, J.; Faff, R.; Brailsford, T. (2013). "Canonical vine copulas in the context of modern portfolio management: Are they worth it?" (PDF). Journal of Banking & Finance. 37 (8): 3085–3099. doi:10.1016/j.jbankfin.2013.02.036. S2CID 154138333.