Learn more about agencies such as the SEC, FINRA, the CFPB, and CFTC—and their role in regulating public companies, securities trading, and financial services, and in protecting investors.
Anti-Money Laundering (AML)
Anti-Money Laundering (AML): What It Is, Its History,🍬 and How It Works
Compliance Officer: An employee tasked with ensuring a company complies with its regulatory requirements and internal policies.
Compliance Officer𒁃: Definition, Job Duties, and How to Become One
Middle Aged Couple Talking to Financial Advisor
Who Enforces GAAP?
Ben Bernanke at open board meeting, Basel III on July 2, 2013, where current rules for bank strnegth were established
What Is a Bank Str💦ess Test? How 𓆏It Works, Benefits, and Criticism
Policy
What Is the Securities Exchange Act of 1934? Reach and Hi⛄story
Proxy Materials: What it Means, How it Works
Compliance Department: The part of a company tasked with ensuring external rules and internal controls are adhered to.
Compliance Depar🌠tment: Definiti🌠on, Role, and Duties
President Trump Meets with Treasury Secretary Mnuchin at Treasury Department
Plunge Pr꧃otection Team (PPT): Definition and How It Wor💃ks
SEC 30-Day Yield: A standard yield calculation developed for fairer comparisons of bond funds.
SEC 30-Day Yield Definition, Formula, Calculation🌠,🎃 Example
Transfer Procedures: What It Means, How It Works
SEC Form S-4: What it Means, How it Works
A woman examining statistics on a laptop
Where Can I Find a Company's Annual Report and SEC Filings?
Full Frame Shot Of Us Paper Currenc
Financial Action Task Force (FATF): What it is, How🏅 it Works
Midsection Of Businessman Putting Money Into Pocket
Market Surveillance: Meaning, How it Works, Risks
Howey Test: Four criteria an asset must meet to qualify as an "investment contract."
Howey Test Definition: What It Means and ඣImplications for Crypt💃ocurrency
A woman working on a laptop and writing on a document while in a private jet
How to Become an Accredited Investor
Three young people looking at something on a monitor.
Why Is There an IPO L🌌ockup Peri꧃od and How Long Does It Last?
A person typing on a laptop.
Annual Report vs. 10-K: What's the Difference?
Purse with banknotes of the euro, dollar, ruble and yuan currency.
How Does the International Mo﷽netary Fund Function?
Accounts receivable on the balance sheet represent invoices sent to a company's customers. The money is owed to the firm, so it is an asset, but it has not yet collected the cash. The faster a business can collect its accounts receivable, the better.
American Ins🍬titute of Certified Public Accountants (AICPA)
Business building
Fraudulent Conveyance: What it is, How it Works
Accounting Interpretation
Accounting Interpretation: W🌱hat it is, How it Works, Example
Accountant's Opinion
Accountant's Opinion: What It Means, Types
Outside Securities and Echange Commission building in Washington DC
How SEC Regs Will Change Cryptocurrency Markets
Hands of financial manager taking notes when working
Government🔯al Accounting Standards Boa𝄹rd (GASB): Mission and Functions
SEC Alt-Fiduciary Rule: 'Regulation Best Interest'
Firm Quote: What It Is, How It Works, Example
Know Your Client (KYC): Standards used in the investment services industry to verify customers and their risk and financial profiles.
Know Your Client 🐎(KYC): What Itℱ Means and Compliance Requirements
Social Trading Online Public Relations Manger Analyze Reports
How the SEC Tracks Insider Trading
The chief executive officer sits at their desk in a nice office and reviews information that will be put up for a vote at the next shareholders meeting.
SEC Form PRE 14C: What It is, How It Works
Trader looking at spread indicator chart inside trading app while considering trading positions.
What Is Insider Trading, and Is It Always Ilཧlegal?
Hand of a Stockbroker Buying and Selling Shares Online
Churning: Definition and Types in Finance
A sign for the U.S. Securities and Exchange Commission headquarters
What Kinds oᩚᩚᩚᩚᩚᩚ⁤⁤⁤⁤ᩚ⁤⁤⁤⁤ᩚ⁤⁤⁤⁤ᩚ𒀱ᩚᩚᩚf Re🔯strictions Does the SEC Put on Short Selling?
Commercial Year
Commercial Year: What it Means, How it Works
Capital Requirements: Regulatory standards that determine how much liquid capital banks must hold for a certain level of assets.
Capital Requirements: Definition and Examples
Consumer Product ꧑Safety Commission (Cpsc): Meaning൩, How It Works
Municipal Securities Rulemaking Board (MSRB)♕ ♎Overview
Investment I🔜ndustry Regulatory Organization of Canada (IIROC)
Wildcatting
Wildcatting: What It Means and How It Works
Low Angle View Of European Union Flags
Alternative Investment♛ Fund Managers Directive (AไIFMD)
Street View of the SEC Building in Washington DC.
The SEC: A Brief History of Regulation
Traders on the floor of the Chicago Board of Trade gester to buy and sell securities.
What Is an SEC Fee? Definition, Rate, How It Works, and🐻 Exampl☂e
Finance
Office Of Thrift Supervision🍰: What It Is, 🍰How It Works
Business people writing on contracts
Multi♈jurisdictional Disclosure System (MJDS): Overview
Investment Adviser Association (IAA)
Investment Adviser As💮sociati💮on (IAA): What It is, How It Works
Investor analyzing stock market investments with financial dashboard on smartphone and computer screens
Trade Reporting aꦿnd Compliance Engine (TRACE): Meaning, Overview
Financial Institutions and Prudential Policy (FIPP) Unit: A division within the Centre for European Policy Studies responsible for researching the financial sector.
Fina🎐ncial Institutions and Prudential Polic𝕴y (FIPP) Unit
Asset Manager Ethics: Risk Managem😼ent and Compliance
Full disclosure
Full Disclosure: What it is, How꧅ it Works, Example
What Are Appellate Courts? How They Work,🅠 Functions, and Eꦯxample
A financial advisor meets with parents and a young child as they discuss suitable investments for a collage fund.
Suitable (Suitability): Meaning, Types, FAQs
Australia, Queensland, Brisbane. Australian Stock Exchange tote board for share prices.
Australian Securiti🔯es and Investments Commiss𒆙ion (ASIC) Overview
Close up of business woman checking financial data on smartphone
Material Nonpublic 🃏Information (MNPI)? Definit🍷ion and Laws
Rehypothecation: When financial firms use assets that have been posted as collateral by their clients.
Rehypothecation: Meaning and Examples
Young Woman on Laptop in Office
Sedar: System For Electronic Documen💎t Analysis And Retri✤eval Overview
Businessman Using Modern Interface Payments Online Shopping and ICON Customer Network Connection on Virtual Screen
Consent Solicitation: What it is, How it 🅰Works, Example
Wall Street sign
How Are Asset Management Firms Regulated?
Stock trader holds head in frustration over stock market plunging amid selloff trading.
Trading Curb: What It is, Levels, History
Associated Person: What It Is, How It Works
Portrait of ICC Chairperson Virginia Mae Brown
Interstate Co💞mmerc෴e Commission: Meaning, Overview, History