| Acronym | Meaning |
| UTMA | Uniform Transfers To Minors Act |
| TO | Treat Official |
| IA | Investment Adviser |
| OSJ | Office Of Supervisory Jurisdiction |
| ADC | Association Of District Councils |
| PSP | Profit Sharing Plan |
| IRA | Individual Retirement Account |
| MPT | Modern Portfolio Theory |
| DCA | Dollar Cost Averaging |
| SRO | Self-Regulatory Organization |