Curso de

Module: Finance - Complete

The student will start with fundamental English terminology for the banking and financial sector. Students will also become familiar with customer service terms, advertising, general business terms, financial and everyday business expressions. Each term is defined and used in context in sentences. This level is comprised of a series of interactive exercises such as listening comprehension with short, realistic dialogue, answering questions, and submitting email exercises. Then, the learner will consolidate the material from the previous blocks and begin the transition from basic to intermediate. Students will become familiar with banking and financial terminology including accounting. Each term is defined and used in context in sentences. This level is comprised of a series of interactive exercises such as listening comprehension with short, realistic dialogue, answering questions, and submitting email exercises. Finally, the learner will consolidate the acquired knowledge and begin the transition from intermediate to advanced. Students will become familiar with banking and financial terminology including investments. Each term is defined and used in context in sentences. This level is comprised of a series of interactive exercises such as listening comprehension with short, realistic dialogue, answering questions, and submitting email exercises.

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Temario del curso

Financial services: Basic banking terms and finance (EASY)


In this block, students will introduced to basic banking and financial language. Vocabulary included – bank draft, asset, debt, credit,
budget, interest. They will listen to a short, realistic dialogue of a bank teller opening up an account. The learner will work their freeform
speaking by answering questions related to an account opening at the bank. At the end of the module, the student will answer, in writing
and orally, questions from the tutor to be sent by email.
Financial vocabulary
Students will be studying basic banking and financial vocabulary. Vocabulary includes- audit, debt, credit card, foreclosure, estate
account and much more. It is presented in context in sentences and definitions are provided for each term or expression. Students can
practice their speaking, and at the same time learning what each term means and add to their ability to carry out essential financial
tasks in English.
Typical situation – Opening an account
In this lesson students will practice their understanding and comprehension by listening and following along with a typical real life
situation in a financial environment. We will be listening to a typical situation of opening a bank account with a customer.
Dialogue – At the bank
The student develops their freeform speaking by answering questions that are asked related to finance. In this lesson we will be looking
at questions asked to a client when a bank account is opened.
Writing and speaking lab
In this section the student will answer the spoken questions the tutor has prepared and plan and write an email following the
tutor ́s written instructions. Students will match 10 verbs with nouns and speak about their job.
The tutor will give feedback on this work.

Customer Service: Suggestions, inquiries and complaints (EASY)


In this block, students will introduced to basic customer service terms. Vocabulary included – Contract, deliver, customer service
representative, image, policy. They will listen to a short, realistic dialogue of customer service representative on the phone with a customer
problem. The learner will work their freeform speaking by answering questions related to dealing with customer service issues. At the end of
the module, the student will answer, in writing and orally, questions from the tutor to be sent by email.
Financial vocabulary
Students will be studying basic customer service vocabulary. The student will be introduced to typical vocabulary used in this area.
Some vocabulary in this first lesson includes – image, to greet, contract, vision, solution and to listen. It is presented in context in
sentences and definitions are provided for each term or expression. Students can practice their speaking and at the same time learn
what each term means.
Typical situation – Customer calling with a problem
In this lesson students will practice their understanding and comprehension by listening and following along with a typical real life situation in a customer service environment. We will be listening to a telephone conversation between a customer who is experiencing
an issue with his computer and a customer service representative.
Dialogue – Customer problems
The student develops their freeform speaking by answering questions that are proposed related to customer service. In this lesson we
will be looking at questions asked by a customer service representative to a customer with a computer problem.
Writing and speaking lab
In this section the student will answer the spoken questions the tutor has prepared and plan and write an email following the
tutor ́s written instructions. Students will write 6 sentences using could-would-should and speak about conflict resolution and customer
service experiences.
The tutor will give feedback on this work.

General business: Advertising, business expressions (EASY)

In this block, students will introduced to general business terms and expressions and advertising. Vocabulary included – Buzzword, cut-
throat, embargo, loophole. They will listen to a short, realistic dialogue of a business call between a client and an administrative assistant.

The learner will work their freeform speaking by answering questions related to handling a business call. At the end of the module, the
student will answer, in writing and orally, questions from the tutor to be sent by email.
Financial vocabulary
Students will be studying basic business vocabulary and expressions. In this first business lesson we will be presented vocabulary
including – innovation, loophole, risks, embargo, downsize and many more. It is presented in context in sentences and definitions are
provided for each term or expression. Students can practice their speaking and at the same time learning what each term means.
Typical situation – Calling someone’s office
In this lesson students will develop their understanding and comprehension by listening and following along with a typical phone call
received by an administrative assistant.
Dialogue – Answering a business call
The student works their freeform speaking by answering questions that are proposed related to general business topics. We will be
studying what to ask and general vocabulary used with a caller during a typical business call.
Writing and speaking lab
In this section the student will answer the spoken questions the tutor has prepared and plan and write an email following the
tutor ́s written instructions. Students will explain 4 common business expressions and create a small dialogue between a secretary and
a caller.
The tutor will give feedback on this work.

Financial services: Basic banking terms and finance (MEDIUM)


In this block, students will consolidated previous banking and financial terminology and be introduced to intermediate vocabulary with
mortgage and accounting terms. Vocabulary included – factoring, embezzlement, debenture, closing costs, arbitrage. They will listen to a
short, realistic dialogue of an interview at a large company with a human resources manager interviewing for a new accountant. The learner
will work their freeform speaking by answering questions from a bank representative asking a customer when getting a mortgage. At the
end of the module, the student will answer, in writing and orally, questions from the tutor to be sent by email.
Financial vocabulary
Students will be studying intermediate banking and financial vocabulary. Vocabulary includes- arbitration, commitment fee, collateral,
financial capital, garnishment, principal, sub-prime and many others. It is presented in context in sentences and definitions are provided
for each term or expression. Students can practice their speaking and at the same time learn what each term means. Vocabulary
includes business, banking and accounting terms.
Typical situation – Hiring a new accountant
In this lesson students will develop their understanding and comprehension by listening and following along to a typical interview
process.
Dialogue – Getting a mortgage

Students will practice their freeform speaking skills by answering questions asked by a mortgage representative.
Writing and speaking lab
In this section the student will answer the spoken questions the tutor has prepared and plan and write an email following the
tutor ́s written instructions. Students will explain 3 types of mortgages and speak about an internet article about banks.
The tutor will give feedback on this work.

Customer Service: Suggestions, inquiries and complaints (MEDIUM)

 


In this block, students will consolidated previous customer service terminology and be introduced to intermediate vocabulary in this field.
Vocabulary included – empathy, feedback, inconvenience, netiquette, service partners. They will listen to a short, realistic dialogue of
soliciting for new business and providing service at a trade show. The learner will work their freeform speaking by answering questions
related to customer service when checking into a hotel. At the end of the module, the student will answer, in writing and orally, questions
from the tutor to be sent by email.
Financial vocabulary
Students will be studying intermediate customer service vocabulary. We build on previous vocabulary and include new terms such as –
helpline, product return, clarification, and expert. It is presented in context in sentences and definitions are provided for each term or
expression. Students can practice their speaking and at the same time learn what each term means.
Typical situation – Gaining new business
In this lesson students will practice their understanding and comprehension by listening and following along with a typical real life
situation in the customer service environment. Students will be listening to the interactions of two people at a trade shows concerning
gaining new business.
Dialogue – Checking into a hotel
The student will practice their freeform speaking skills by being asked questions by a desk clerk when checking into a hotel.
Writing and speaking lab
In this section the student will answer the spoken questions the tutor has prepared and plan and write an email following the
tutor ́s written instructions. Students will be asked to write a short conversation at a restaurant and speak about banking customer
service.
The tutor will give feedback on this work.

General business: Advertising, business expressions (MEDIUM)


In this block, students will consolidated previous business terminology and expressions and be introduced to intermediate vocabulary in
business situations. Vocabulary and expressions included – kiting, moral hazard, give lip service, middleman, pass the buck, property tax,
venture capital. They will listen to a short, realistic dialogue of two people working in a shipping and receiving department discussing logistic
issues. The learner will work their freeform speaking by answering questions related to meeting someone at a business conference. At the
end of the module, the student will answer, in writing and orally, questions from the tutor to be sent by email.
Financial vocabulary
Students will be studying intermediate business vocabulary. Some of the vocabulary terms we look at are – mergers, phising, Ponzi
scheme, indemnity and insurance and more. It is presented in context in sentences and definitions are provided for each term or
expression. Students can practice their speaking and at the same time learn what each term means.
Typical situation – Shipping and deliveries
In this lesson students will practice their understanding and comprehension by listening and following along with a typical real life
situation in a logistics department. We will be listening to a typical conversation of two employees receiving orders.
Dialogue – Meeting someone at a business conference
Students will practice their freeform speaking skills by answering questions when meeting new contacts in a business conference
setting.
Writing and speaking lab
In this section the student will answer the spoken questions the tutor has prepared and plan and write an email following the tutor ́s written instructions. The learner will be asked to explain some common business expressions and speak about social media and
advertising.
The tutor will give feedback on this work.

Financial services: Basic banking terms and finance (ADVANCED)


In this block, students will consolidated previous banking and financial terminology and be introduced to advanced vocabulary with financial
planning and investment terms. Vocabulary included – financial intermediaries, point, narrow money, proxy, underwriting, short selling, bull
market, capital gain. They will listen to a short, realistic dialogue of meeting a colleague at an investment conference. The learner will work
their freeform speaking by answering questions related to investing and hiring an Investment advisor. At the end of the module, the student
will answer, in writing and orally, questions from the tutor to be sent by email.
Financial vocabulary
Students will be studying advanced banking and financial terms and expressions. Building on the previous two financial sections, we will
look at vocabulary including – commodity, balanced fund, par value, sales load, and financial planning. It is presented in context in
sentences and definitions are provided for each term or expression. Students can practice their speaking and at the same time learn
what each term means. Vocabulary includes banking, financial and investments terms.
Typical situation – Meeting at an investment conference
In this lesson students will practice their understanding and comprehension by listening and following along with a typical real life
situation in the financial environment of two colleagues meeting at an investing conference.
Dialogue – Speaking with an Investment advisor
Students will practice their freeform speaking skills by being a financial planner and answering customer questions.
Writing and speaking lab
In this section the student will answer the spoken questions the tutor has prepared and plan and write an email following the
tutor ́s written instructions. Learners will be asked to write 10 sentences using vocabulary provided and speak about the future of their
current industry.
The tutor will give feedback on this work.

Customer Service: Suggestions, inquiries and complaints (ADVANCED)

 


In this block, students will consolidated previous customer service terms and be introduced to advanced vocabulary terms. They will listen
to a short, realistic dialogue of situation of a business client with a problem concerning her company cell phones. The learner will work their
freeform speaking by answering questions related to personal and business cell phones and technology. At the end of the module, the
student will answer, in writing and orally, questions from the tutor to be sent by email.
Financial vocabulary
Students will be studying customer service terms and expressions. In this final customer service lesson, we will look at terms such as –
mark up, mission statement, consequences, and customer focused. It is presented in context in sentences and definitions are provided
for each term or expression. Students can practice their speaking and at the same time learn what each term means.
Typical situation – Mobile phone company
In this lesson students will practice their understanding and comprehension by listening and following along with a typical real life
situation in the customer service environment. We will be listening to a business client and a customer service representative.
Dialogue – Personal and Business cell phones
Students will practice their freeform speaking skills by answering questions about personal and business phone etiquette and usage.
Writing and speaking lab
In this section the student will answer the spoken questions the tutor has prepared and plan and write an email following the
tutor ́s written instructions. Students will be asked to write a short business letter and to speak about a customer service experience in
as much detail as possible.
The tutor will give feedback on this work.

General business: Advertising, business expressions (ADVANCED)

 

In this block, students will consolidated previous general business terms and be introduced to advanced business vocabulary. Business
expressions and vocabulary included – headquarters, monopoly, economy of scale, valuation, swag, waiver, thrown under the bus. They will
listen to a short, realistic dialogue of employees attending a sales meeting. The learner will work their freeform speaking by answering
questions related to self-employment and unemployment. At the end of the module, the student will answer, in writing and orally, questions
from the tutor to be sent by email.
Financial vocabulary
Students will be studying business terms and expressions. In this last general business lesson, we will look at terms such as – title,
zoning, withholding, and fiscal policy. It is presented in context in sentences and definitions are provided for each term or expression.
Students can practice their speaking and at the same time learning what each term means.
Typical situation – In a Business meeting
In this lesson students will practice their understanding and comprehension by listening and following along with a typical real life
situation in a business environment. We will be listening to typical business meeting about sales.
Dialogue – Self-Employment and Unemployment
In this lesson, students will practice their freeform speaking skills by answering questions about employment.
Writing and speaking lab
In this section the student will answer the spoken questions the tutor has prepared and plan and write an email following the
tutor ́s written instructions. Eight business expressions are given and students are asked to use them in a sentence. They will be asked
to speak about how technology has created or changed their current job industry.
The tutor will give feedback on this work.

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