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Certified Financial Planning Exam Prep > ACRONYMS > Flashcards

ACRONYMS Flashcards

1
Q

ACP

A

Actual Contribution Percentage

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2
Q

ACRS

A

Accelerated Cost Recovery System

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3
Q

ACV

A

Actual Cash Value

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4
Q

ADP

A

Actual Deferral Percentage

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5
Q

ADR

A

American Depository Receipts

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6
Q

ADS

A

Alternative Depreciation System

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7
Q

AGI

A

Adjusted Gross Income

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8
Q

AIME

A

Average Indexed Monthly Earnings

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9
Q

AMT

A

Alternative Minimum Tax

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10
Q

AMTI

A

Alternative Minimum Taxable Income

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11
Q

AOTC

A

American Opportunity Tax Credit

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12
Q

APL

A

Automatic Premium Loan

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13
Q

APT

A

Arbitrage Pricing Theory

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14
Q

ATG

A

Adjusted Taxable Gift

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15
Q

AVD

A

Alternate Valuation Date

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16
Q

BNA

A

Bureau of National Affairs

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17
Q

BOE

A

Business Overhead Expense

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18
Q

CAPM

A

Capital Asset Pricing Model

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19
Q

CCH

A

Commerce Clearing House

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20
Q

CLAT

A

Charitable Lead Annuity Trust

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21
Q

CLT

A

Charitable Lead Trust

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22
Q

CLUT

A

Charitable Lead Unitrust

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23
Q

CML

A

Capital Market Line

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24
Q

CMO

A

Collateralized Mortgage Obligations

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25
Q

CODA

A

Cash or Deferred Arrangement

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26
Q

COLI

A

Corporate-Owned Life Insurance

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27
Q

COV

A

Covariance

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28
Q

CPI

A

Consumer Price Index

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29
Q

CPI-U

A

Consumer Price Index for Urban Consumers

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30
Q

CPP

A

Commercial Package Policy

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31
Q

CRAT

A

Charitable Remainder Annuity Trust

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32
Q

CRT

A

Charitable Remainder Trust

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33
Q

CRUT

A

Charitable Remainder Unitrust

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34
Q

CV

A

Coefficient of Variation

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35
Q

CY

A

Current Yield

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36
Q

DBO

A

Death Benefit Only

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37
Q

DNI

A

Distributable Net Income

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38
Q

DOD

A

Date of Death

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39
Q

DOL

A

Department of Labor

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40
Q

DOMA

A

Defense of Marriage Act

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41
Q

DRIPs

A

Dividend Reinvestment Plans

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42
Q

EAR

A

Effective Annual Rate

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43
Q

EBSA

A

Employee Benefit Security Administration

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44
Q

EIA

A

Equity Indexed Annuity

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45
Q

EIC

A

Earned Income Credit

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46
Q

EMH

A

Efficient Market Hypothesis

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47
Q

ESA

A

Education Savings Account

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48
Q

ESOP

A

Employee Stock Ownership Plan

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49
Q

ESPP

A

Employee Stock Purchase Plan

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50
Q

ESRD

A

End Stage Renal Diseae

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51
Q

ETE

A

Education, Training, and Experience

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52
Q

FCFE

A

Free Cash Flow to Equity

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53
Q

Fed

A

Federal Reserve Bank

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54
Q

FFCB

A

Federal Farm Credit Bank

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55
Q

FHFA

A

Federal Housing Finance Agency

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56
Q

FHLB

A

Federal Home Loan Bank

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57
Q

FHLMC

A

Freddie Mac

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58
Q

FICA

A

Federal Insurance Contributions Act

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59
Q

FINRA

A

Financial Industry Regulatory Authority

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60
Q

FLP

A

Family Limited Partnershp

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61
Q

FMV

A

Fair Market Value

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62
Q

FNMA

A

Fannie Mae

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63
Q

FOMC

A

Federal Open market Committee

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64
Q

FPDA

A

Flexible Premium Deferred Annuity

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65
Q

FRA

A

Full Retirement Age

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66
Q

FUTA

A

Federal Unemployment Tax Act

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67
Q

ACE

A

Adjusted Current Earnings

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68
Q

GDP

A

Gross Domestic Product

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69
Q

GLWB

A

Guaranteed Lifetime Withdrawal Benefit

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70
Q

GMAB

A

Guaranteed Minimum Accumulation Benefit

71
Q

GMIB

A

Guaranteed Minimum Income Benefit

72
Q

GMWB

A

Guaranteed Minimum Withdrawal Benefit

73
Q

GNMA

A

Ginnie Mae (Government National Mortgage Association)

74
Q

GRAT

A

Grantor Retained Annuity Trust

75
Q

GRIT

A

Grantor Retained Interest Trust

76
Q

GRUT

A

Grantor Retained Unitrust

77
Q

GSTT

A

Generation Skipping Transfer Tax

78
Q

HCE

A

Highly Compensated Employee

79
Q

HELOC

A

Home Equity Line of Credit

80
Q

HEMS

A

Health, Education, Maintenance, and Support

81
Q

HPR

A

Holding Period Return

82
Q

HRA

A

Health Reimbursement Account

83
Q

ILIT

A

Irrevocable Life Insurance Trust

84
Q

IPO

A

Initial Public Offering

85
Q

IRB

A

Internal Revenue Bulletin

86
Q

IRC

A

Internal Revenue Code

87
Q

IRD

A

Income in Respect to Decedent

88
Q

ISO

A

Insurance Service Office

89
Q

ISO

A

Incentive Stock Option

90
Q

JTWROS

A

Joint Tenancy with Rights of Survivorship

91
Q

LEAPS

A

Long Term Equity Anticipation Securities

92
Q

LESOP

A

Leveraged Employee Stock Option Plan

93
Q

LIBOR

A

London Interbank Offered Rate

94
Q

LLC

A

Lifetime Learning Credit

95
Q

LLC

A

Limited Liability Company

96
Q

LLP

A

Limited Liability Partnership

97
Q

MACRS

A

Modified Accelerated Cost Recovery System

98
Q

MEC

A

Modified Endowment Contract

99
Q

MLP

A

Master Limited Partnership

100
Q

NAIC

A

National Association of Insurance Commissioners

101
Q

NASD

A

National Association of Securities Dealers

102
Q

NAV

A

Net Asset Value

103
Q

NCUSIF

A

National Credit Union Share Insurance Fund

104
Q

NOI

A

Net Operating Income

105
Q

NOL

A

Net Operating Loss

106
Q

NPV

A

Net Present Value

107
Q

NQSO

A

Non-qualified Stock Option

108
Q

NRA

A

Normal Retirement Age

109
Q

NUA

A

Net Unrealized Appreciation

110
Q

OASDI

A

Old Age Survivor and Disability Insurance

111
Q

OCC

A

Options Clearing Corporation

112
Q

OID

A

Original Issue Discount

113
Q

PAP

A

Personal Auto Policy

114
Q

PBGC

A

Pension Benefit Guaranty Corporation

115
Q

PEG

A

Price Earnings Growth

116
Q

PIA

A

Primary Insurance Amount

117
Q

PIF

A

Pooled Income Fund

118
Q

PITI

A

Principal, Interest, Taxes, and Insurance

119
Q

PLR

A

Private Letter Ruling

120
Q

PLUP

A

Personal Liability Umbrella Policy

121
Q

POA

A

Power Of Appointment

122
Q

POD

A

Pay on Death

123
Q

PPI

A

Producer Price Index

124
Q

PSC

A

Public Service Corporation

125
Q

PTEs

A

Prohibited Transactions Exemptions

126
Q

PTP

A

Publicly Traded Partnership

127
Q

QACA

A

Qualified Automatic Contribution Arrangement

128
Q

QDOT

A

Qualified Domestic Trust

129
Q

QJSA

A

Qualified Joint and Survivor Annuity

130
Q

QPRT

A

Qualified Personal Residence Trust

131
Q

QPSA

A

Qualified Pre-retirement Survivor Annuity

132
Q

QSBS

A

Qualified Small Business Stock

133
Q

QTIP

A

Qualified Terminable Interest Property

134
Q

QTP

A

Qualified Tuition Program

135
Q

REIT

A

Real Estate Investment Trust

136
Q

RELP

A

Real Estate Limited Partnership

137
Q

REMIC

A

Real Estate Mortgage Investment Conduit

138
Q

RIA

A

Research Institute of America

139
Q

RIA

A

Registered Investment Advisor

140
Q

ROA

A

Return On Assets

141
Q

ROE

A

Return On Equity

142
Q

SAR

A

Stock Appreciation Rights

143
Q

SAR

A

Summary Annual Reports

144
Q

SARSEP

A

Salary Reduction SEP Plan

145
Q

SCIN

A

Self Canceling Installment Note

146
Q

SEOG

A

Supplemental Educational Opportunity Grant

147
Q

SEP

A

Simplified Employee Pension

148
Q

SERP

A

Supplemental Executive Retirement Plan

149
Q

SIMPLE

A

Savings Incentive Match Plan for Employees

150
Q

SIPC

A

Securities Investor Protection Corporation

151
Q

SML

A

Securities Market Line

152
Q

SMM

A

Summary of Material Modification

153
Q

SPD

A

Summary Plan Discription

154
Q

SPDA

A

Single Premium Deferred Annuity

155
Q

SPIA

A

Single Premium Immediate Annuity

156
Q

STRIPS

A

Separate Trading of Registered Interest and Principal of Securities

157
Q

TAM

A

Technical Advice Memorandum

158
Q

TCMP

A

Taxpayer Compliance Management Program

159
Q

TEY

A

Taxable Equivalent Yield

160
Q

TIPS

A

Treasury Inflation-Protected Securities

161
Q

TOD

A

Transfer On Death

162
Q

TSA

A

Tax Sheltered Annuity

163
Q

TVA

A

Tennessee Valley Authority

164
Q

TVM

A

Time Value of Money

165
Q

TWB

A

Taxable Wage Base

166
Q

UBTI

A

Unrelated Business Taxable Income

167
Q

UCR

A

Usual, Customary, and Reasonable

168
Q

UGMA

A

Uniform Gift to Minors Act

169
Q

UIT

A

Unit Investment Trust

170
Q

UTMA

A

Uniform Transfer to Minor Act

171
Q

VEBA

A

Voluntary Employees’ Beneficiary Association

172
Q

WRR

A

Wage Replacement Ratio

173
Q

YTC

A

Yield To Call

174
Q

YTM

A

Yield To Maturity

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