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  2. Year-end financial checklist: Your complete guide to ... - AOL

    www.aol.com/finance/financial-planning-checklist...

    Yahia Barakah is a personal finance writer at AOL with over a decade of experience in finance and investing. As a certified educator in personal finance (CEPF), he combines his economics expertise ...

  3. Personal finance - Wikipedia

    en.wikipedia.org/wiki/Personal_finance

    Personal finance is the financial management that an individual or a family unit performs to budget, save, and spend monetary resources in a controlled manner, taking into account various financial risks and future life events.

  4. A beginner’s guide to investment styles and which one works ...

    www.aol.com/finance/beginner-guide-investment...

    Risk-based investment styles Conservative. A conservative investment style will tend to hold fixed-income investments and may include money-market funds, certificates of deposit, Treasury bonds or ...

  5. Stephen L. Nelson - Wikipedia

    en.wikipedia.org/wiki/Stephen_L._Nelson

    Nelson has an undergraduate degree in accounting from Central Washington University, an MBA in finance from the University of Washington, and an MS in taxation from Golden Gate University. A Seattle CPA, Nelson often writes about the small business and personal finance applications of computers. As an adjunct tax professor at Golden Gate ...

  6. The Investment Answer - Wikipedia

    en.wikipedia.org/wiki/The_Investment_Answer

    The book is a general guide to investment and gives fundamental explanations in each chapter. The first chapter deals with using brokers. Chapter two touches on asset allocation, explaining the relationship between risk and return. Chapter three gives a basic explanation of diversification (having a mix of assets in a portfolio).

  7. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    The Chartered Alternative Investment Analyst (CAIA) designation is a financial certification for investment professionals conferred by the CAIA Association. The curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments. Candidates must complete two examinations in succession and pay an ...

  8. 10 Best Personal Finance Books for Women - AOL

    www.aol.com/10-best-personal-finance-books...

    Learn: 8 Top Ways To Become Rich Without Investing in Stocks Here are some good books to help women up their financial game . ‘Get Good With Money: Ten Simple Steps to Becoming Financially Whole ...

  9. Outline of finance - Wikipedia

    en.wikipedia.org/wiki/Outline_of_finance

    Business education lists undergraduate degrees in business, commerce, accounting and economics; "finance" may be taken as a major in most of these, whereas "quantitative finance" is almost invariably postgraduate, following a math-focused Bachelors; the most common degrees for (entry level) investment, banking, and corporate roles are:

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