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20 COMMON

EXAMPLES OF
FINANCIAL
INSTRUMENTS

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
20
FINANCIAL INSTRUMENTS

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
1
Stocks

Represent ownership in a company. 📈

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
2
Bonds
Debt securities issued by governments or
corporations.💸

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
3
Mutual Funds

Pooled investments in stocks, bonds, or


other assets. 🤝

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
4
ETFs (Exchange-Traded
Funds)
Investment funds traded on stock
exchanges. 🔄

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
5
Options

Contracts that give the holder the right to


buy or sell an asset. 🔀

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
6
Futures

Contracts to buy or sell assets at a


predetermined price. 📅

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
7
Forex (Foreign
Exchange)
Trading of currencies in the global market.
🌍

Mohamed Samir Rashed CMA , IFRS


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8
Commodities

Raw materials or primary agricultural


products. 🌽

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
9
Derivatives
Financial contracts whose value is derived
from an underlying asset. 📉

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
10
Treasury Bills
🏦 Short-term debt securities issued by
governments to raise funds, typically
maturing in less than one year.

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
11
Certificates of Deposit (CDs)

📜 Time deposits offered by banks with a


fixed interest rate and maturity date.

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
12
Mortgage-Backed Securities

🏠 Securities backed by a pool of mortgage


loans, allowing investors to receive a
portion of the mortgage interest and
principal payments.

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
13
Corporate Bonds
📊 Debt securities issued by corporations to
raise capital, promising regular interest
payments and return of principal.

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
14
Government Bonds
🏛️Debt securities issued by governments,
providing a fixed interest rate and return
of principal.

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
15
Real Estate Investment Trusts
(REITs)

🏢 Investment vehicles that own and operate


income-generating real estate properties.

Mohamed Samir Rashed CMA , IFRS


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16
Options on Futures
🔀 Options contracts based on futures
contracts, allowing the right to buy or sell
futures contracts.

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
17
Swaps

💱 Contracts that exchange cash flows based


on different financial variables, such as
interest rates or currency exchange rates.

Mohamed Samir Rashed CMA , IFRS


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18
Treasury Notes
💼 Debt securities issued by governments
with a fixed interest rate and maturity
between one and ten years.

Mohamed Samir Rashed CMA , IFRS


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19
Convertible Bonds
🔄 Bonds that can be converted into a
specified number of shares of the issuing
company's common stock.

Mohamed Samir Rashed CMA , IFRS


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20
Preferred Shares
👑 Shares of stock with a higher claim on
assets and earnings compared to common
shares, often offering fixed dividends.

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
THANK YOUT
For reading
Follow me for more about
Accounting & Finance knowledge

Mohamed Samir Rashed CMA , IFRS


Mohamed Samir
Mohamed Samir Rashed
HOLDS CMA , DIPIFR

Accounting & Finance Instructor

mohammedsamir947@gmail.com
+201027173878

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