Course
Glossary
Comprehensive reference of financial terms: instruments, strategies, analysis, risk management, structures, taxes, markets, wealth management, fintech, and ESG
Part of the Business & Economics track — finish it for a verifiable diploma →
§ 01 — Orientation
New here?
What you'll be able to do, who this is for, how long it takes, and where to begin.
By the end, you will be able to
- 01Look up any financial instrument with confidence.
- 02Understand the main investment strategies.
- 03Read analysis and risk terminology.
- 04Speak the professional language of finance.
- 05Turn jargon into plain understanding.
Who this is for
How long it takes
- Quick orientationSkim the opening module and the cheatsheet to get the shape of it.~2 h
- Full read-throughRead every article once, in order.~5 h
- Mastery pathRead, take the quizzes, and space out your reviews.~2 weeks
- APA
Stoa. (2026). Glossary [Online course]. Stoa. https://stoa.school/course/glossary
- MLA
Stoa. “Glossary.” Stoa, 2026, https://stoa.school/course/glossary.
- Chicago
Stoa. “Glossary.” Stoa. Accessed September 1, 2026. https://stoa.school/course/glossary.
§ 02 — Curriculum
15 modules.
Each module is a small unit. Most read in sequence — but a determined reader can begin anywhere.
- M IBasic Financial InstrumentsBasic financial instruments5 articles
30 minBegin → - M IIInvestment StrategiesInvestment strategies3 articles
18 minBegin → - M IIIAnalysis and ValuationAnalysis and valuation3 articles
18 minBegin → - M IVRisk ManagementRisk management3 articles
18 minBegin → - M VStructures and Legal SchemesStructures and legal schemes4 articles
24 minBegin → - M VITaxationTaxation3 articles
18 minBegin → - M VIIFinancial MarketsFinancial markets3 articles
18 minBegin → - M VIIIPortfolio ManagementPortfolio management3 articles
18 minBegin → - M IXFinancial PlanningFinancial planning3 articles
18 minBegin → - M XWealth ManagementWealth Management2 articles
12 minBegin → - M XIESG and Responsible InvestingESG and responsible investing3 articles
18 minBegin → - M XIIFintechFintech3 articles
18 minBegin → - M XIIIMacroeconomics and MarketsMacroeconomics and markets3 articles
18 minBegin → - M XIVProfessional Certifications and RegulationProfessional certifications and regulation3 articles
18 minBegin → - M XVAdvanced ConceptsAdvanced concepts3 articles
18 minBegin →
§ 03 — Learning outcomes
4 outcomes.
Know the definitions and characteristics of key financial instruments, including equities, bonds, derivatives, and structured products.
Understand the main investment approaches and trading strategies, along with their advantages and risks.
Apply methods of fundamental and technical analysis and use risk metrics to evaluate portfolios.
Confidently use professional financial terminology in the context of markets, structures, taxation, and regulation.
§ 04 — Practices