Time Management 1
Time Management 2
Role of Financial Institutions
Types of Financial Markets
Basics of Investing
100

A method used to rank goals in order of importance.

ABC Principle

100

How people use the 24 hours in their day.

Time Management

100

Refers to how easily assets can be converted into cash.

Liquidity

100

A guarantee that a check, ATM, wire transfer or debit card transaction will clear if the account balance falls below zero.

Overdraft Protection

200

A mental, physical or emotional feeling of pressure or tension.

Stress

200

Putting off until tomorrow what could have been done today.

Procrastination

200

An assessment of creditworthiness of a borrower with respect to their debt or financial obligations.

Credit Rating

200

The ability to do things well, successfully, and without wasting time.

Efficiency

200

The direction of a client's cash and securities by a financial services company, usually an investment bank.

Asset Management

300

A detailed record of how you spend your time.

Time Log

300

Time that is free of scheduled or planned duties and responsibilities.

Free Time

300

An institution of both public and private; combining the elements of government as well as a private company.

Semi-Government

300

Any marketplace where trading of securities including equities, bonds, currencies, and derivatives occur.

Financial Market

300

A service provided by banks to companies for the receipt of payment from customers.

Lockbox

400
A list of activities that a person plans to accomplish during a certain period of time.

To-Do-List

400

To determine the order for completion of activities based on their importance.

Prioritize

400

An entity that helps ensure the funds supplied by the sources of capital are made available to those that need them.

Financial Intermediary

400

A type of market where traders can trade at any time when the market is open.

Continuous Market

400

The electronic clearing and settlement system used for financial transactions by US commercial banks and other institutions.

Automated Clearing House (ACH)

500

Statements that you make, telling yourself what you want to achieve.

Goals

500

Concrete tasks that help you on your way to achieving your goals.

Objectives

500

The process of determining the current worth of an asset or a company.

Valuation

500

A type of market in which each transaction takes place at predetermined time intervals.

Call Markets

500

A capital raising event that involves the sales of securities to a relatively small number of select investors.

Private Placement

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