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English for the Financial Sector
Finance and banking

English for the Financial Sector helps learners to prepare for a career in finance
and enables those already working in the industry to improve their financial
English.
This course builds financial language and teaches students about key financial
concepts. It also focuses on the communication skills necessary for working
effectively within the industry. It covers a wide range of financial topics, including
retail and investment banking, accounting, trade finance, and mergers and
acquisitions.

This course is designed to intermediate & upper intermediate level
English for Specific Purposes ( ESP )
Overview:

Modules:

English for the financial sector
English for a financial sector is a course for
people working in the financial industry with
the intermediate or upper-intermediate level
in English.
Period : 60 hours
Group : 1-5 students
Content

1. The organization of the financial industry:

-Key vocabulary of banking products and
services
-The development of the financial industry
-going international

2. Telephoning:

- arranging meetings
-handling information

3. Retail banking:

- Commercial and investments banking
- The future of bank branches

4. Business correspondence:

- Email etiquettes and web addresses
- Letter of complaint
- Angry phone call

5. Loans and credit:

-key vocabulary of loans and credits/banks
and bonds
-lending decision/margins

6. Accounting:

- Financial statements
- Balance sheets.
- Presenting financial statement
-Greeting visitors and making small talk/
Talking about your career
- Monetary policy
- Saying figures
-central banking decisions
-Chairing meeting
-Interruptions and digression
- Controlling meetings
- Asking for.. and giving opinions / agreeing
and disagreeing

7. Socialising:
8. Central banking:
9. Meetings:

10. Financing international trade:

- Letters of credit and bills of exchange
- Clarifying Incoterms
11. Foreign exchange:
12. Stocks and shares:

- Exchange rates
-Currency trading
- Describing trends and graphs
- The stock markets
- Discussing portfolio

13. Merges and Accusations:

- Takeovers and buyouts

14. The rule of banks”

- Summarizing the meeting

15. Negotiating:

- Making counter proposal and conditional
offers/ Negotiating a loan
- Derivatives:
- Defending or criticizing derivatives
- Dealing with conflict

16. Asset management:

Asset management and allocation
- Investments styles
- Using diplomatic language

17. Presentation:

- Visual AIDS
- Preparing an introduction
- Dealing with questions and troubleshooting
- Complete presentation

18. Regulation the financial sector:

- FSA
- Conflicts of interest
- Ethical choices

Trainers:
-

Sameh Khanfir
Mateusz Sandok
english-skill@ebmc-rc.com
29333184

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English for finance and banking

  • 1. English for the Financial Sector Finance and banking English for the Financial Sector helps learners to prepare for a career in finance and enables those already working in the industry to improve their financial English. This course builds financial language and teaches students about key financial concepts. It also focuses on the communication skills necessary for working effectively within the industry. It covers a wide range of financial topics, including retail and investment banking, accounting, trade finance, and mergers and acquisitions. This course is designed to intermediate & upper intermediate level
  • 2. English for Specific Purposes ( ESP ) Overview: Modules: English for the financial sector English for a financial sector is a course for people working in the financial industry with the intermediate or upper-intermediate level in English. Period : 60 hours Group : 1-5 students Content 1. The organization of the financial industry: -Key vocabulary of banking products and services -The development of the financial industry -going international 2. Telephoning: - arranging meetings -handling information 3. Retail banking: - Commercial and investments banking - The future of bank branches 4. Business correspondence: - Email etiquettes and web addresses - Letter of complaint - Angry phone call 5. Loans and credit: -key vocabulary of loans and credits/banks and bonds -lending decision/margins 6. Accounting: - Financial statements - Balance sheets. - Presenting financial statement -Greeting visitors and making small talk/ Talking about your career - Monetary policy - Saying figures -central banking decisions -Chairing meeting -Interruptions and digression - Controlling meetings - Asking for.. and giving opinions / agreeing and disagreeing 7. Socialising: 8. Central banking: 9. Meetings: 10. Financing international trade: - Letters of credit and bills of exchange - Clarifying Incoterms
  • 3. 11. Foreign exchange: 12. Stocks and shares: - Exchange rates -Currency trading - Describing trends and graphs - The stock markets - Discussing portfolio 13. Merges and Accusations: - Takeovers and buyouts 14. The rule of banks” - Summarizing the meeting 15. Negotiating: - Making counter proposal and conditional offers/ Negotiating a loan - Derivatives: - Defending or criticizing derivatives - Dealing with conflict 16. Asset management: Asset management and allocation - Investments styles - Using diplomatic language 17. Presentation: - Visual AIDS - Preparing an introduction - Dealing with questions and troubleshooting - Complete presentation 18. Regulation the financial sector: - FSA - Conflicts of interest - Ethical choices Trainers: - Sameh Khanfir Mateusz Sandok english-skill@ebmc-rc.com 29333184