Financial Literacy Skills

Money Management and Financial Glossary




  • Asset: An owned item of financial value (e.g., property) used to meet debts or generate benefits.
  • Base rate: The interest rate central banks charge other banks (e.g., Federal Reserve rate).
  • Bonds: Fixed-interest securities issued by governments/companies to borrow money.
  • Credit: Obtaining goods/services before payment.
  • Credit card: Enables purchases on credit, billed monthly.?
  • Credit limit: The maximum borrowing amount on credit.
  • Creditor: Someone owed money.
  • Credit rating: A score assessing borrowing reliability.
  • Credit utilisation: The percentage of available credit used monthly.
  • Debit card: Allows spending money directly from a bank account.
  • Debt: Money owed, e.g., loans or credit balances.
  • Debt consolidation: Combining multiple loans into one for lower interest rates.
  • Deflation: Decrease in prices; money value rises.?
  • Expenditure: Formal term for spending.
  • Financial contingency planning: Preparing for unexpected financial challenges.
  • Fund: A pooled investment managed for growth (e.g., mutual funds).
  • Hyperinflation: Extremely high inflation causing currency devaluation (e.g., Zimbabwe, 2000s).
  • Inflation: Increase in prices; money value declines.?
  • Insurance: A contract guaranteeing compensation for specific losses in exchange for a premium.?
  • Interest: Cost of borrowing money or earnings from savings.
  • Investing: Putting money into ventures aiming for profit (e.g., stocks).
  • Leveraging: Using borrowed funds for investment expecting higher returns than costs.
  • Loan: Borrowed money repaid with interest.
  • Mortgage: A loan secured against property.
  • Nominal prices: Prices not adjusted for inflation.
  • Pension: Savings plan for retirement.?
  • Portfolio: A collection of investments held by an investor.
  • Premium: Payment for insurance coverage.
  • Quantitative easing: Increasing money supply to stimulate the economy.
  • Real prices: Prices adjusted for inflation over time.
  • Refinancing: Replacing an existing loan with a new one for better terms.
  • Return(s): Profit from investments.
  • Risk (financial): Probability of losing money on an investment.
  • Risk-reward trade-off: Balancing investment risks with potential gains.?
  • Savings: Money set aside and not spent routinely.
  • Stagflation: High inflation paired with economic stagnation.
  • Standard variable rate: A lender’s default interest rate for mortgages.
  • Stock exchange: A platform for trading company shares.?
  • Stocks and shares: Ownership stakes in companies traded in the stock market.
  • Tax: Mandatory payments to governments (e.g., income tax).

Summing it up

Understanding financial terms is crucial for effective money management and investment decisions.


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