Curso de
Module: Finance - Level EASY
In this first level of three, the student will learn fundamental English terminology for the banking and financial sector. Students will also become familiar with customer service terms, advertising, general business terms, financial and every day 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.
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Forma a tu equipo sin coste para tu empresa. Este curso de Module: Finance - Level EASY es hasta 100% bonificable a través de FUNDAE.
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- Hasta 100 ejercicios autocorregibles.
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Totalmente Práctico y Aplicable
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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.
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