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Background

The world of banking of finance is dominated by the English language. Whether
between negotiating parties or in commercial business English is the prominent
language of choice.
It is estimated that over 1 billion people are learning English worldwide and as the
world economy steadily grows the popularity of English as a major language in
banking and finance is likely to increase.
Benefits
You will:

Benefit from a unique blend of small group training. Taught by qualified
English language experts with finance / business experience
Learn up-to-date terminology on general business and everyday social
English

Practice reading, speaking and listening to financial English using
finance/banking situations

Improve your grammar level through structured grammar sessions and
practical exercises

Why is this course for you?

The objective of this programme is to enhance the participant's abilities to
discuss essential financial topics using authentic, clear, simple, accurate,
modern English.

It is specifically designed to meet the needs both of experienced
practitioners as well as those with little or no financial knowledge.

The programme involves a combination of practical exercises using study
texts, brief videos and short role-plays to introduce and practise various
language areas relating to company finance, banking operations, investment
and economics.

In addition to the materials used during the course itself, there will be an
ample selection of self-study material as well as glossaries and exercises for
vocabulary improvement, together with answers.

To be able to comprehend some complex language relevant to the delegate's
job and to be able to understand the gist of a conversation between native
speakers on general matters even if some of the language is unfamiliar or
there are "gaps"in comprehension.

Financial English Topics available include, for example:
International Markets, Foreign Exchange, Credit Control,
Investments, Loans, Trade Finance, Accounting, Financial Planning,
Mergers & Acquisitions.

Here is a list of points your perfect first lesson would include. The attached grid below
can also be used as a checklist with your class.

24. 9. Development of microskills (e. 16. Learning something about how to study/ learn English. Thorough diagnostic testing . 17. 25. 23. It is unlikely that anybody has come up with a class that fits all of the above into 60 minutes. Pronunciation. 8. but included here are a lesson plan and some materials that could make up part .1. Students learning something about their specialist subject. Students getting to know each other. Fun. 11. Response to student needs. Error correction. Thorough needs analysis. Something students can use the same/ next day.g. 18. 22. 21. 28. An introduction to the school's/ the teacher's methodology. dictionary use). 2. 12. Interesting topics/ texts. Students talking about their work/ studies.g.of all skills and language. 3. An idea of where the course will go. A confidence boost for the students. Something written down for the students to take away. A mix of the 4 skills. Students talking about themselves. 27. 19. A mix of 'new' language and revision. Development of self-study skills (e. Classroom language. Development of cultural awareness. 10. 13. Homework. Some motivation and guidance for students on self-study. Functional language. 4. 6. A mix of fluency and accuracy practice. 7. 15. 14. listening for gist) 20. 26. 5. Students getting to know the teacher.

We can only start teaching an ESP student when we know what their needs for the language are. and it will be dealt with in the second article. What do we want/need to know about them? 2. on the subject of ‘First Classes’.of a near-perfect first lesson. when combined with the needs analysis ideas included in the previous article. and ESP students. The idea behind it is that nobody needs ‘General English’. How can we find it out? Needs analysis: What do we need to know about our students? . Needs The magic word is the word ‘needs’. are different. but more a summary of a point of view that comes from the world of teaching English for Specific Purposes (of which Business English is really just a part). Needs Analysis When we are deciding how to go about needs analysis with a student/group of students. I think that General English textbooks still serve most of my ‘General English’ students fairly well. Business and ESP: Needs analysis: Part 1 Author: Alex Case Type: reference material Needs analysis: what is it? Introduction "There is no such thing as General English. we need to think about two questions: 1. The other thing we need to know before starting is what the students want. because they all have their own specific needs for the language. even if the only thing we find out is that they have no specific needs. but it does give an idea of how an ESP approach. Given the definition of diagnostic testing used here it seems obvious to tackle it after needs analysis." The statement above is not an actual quote. These two things are often very different from each other! We can find out student needs and student wants by asking the students questions about themselves and the language (which is what we will be calling ‘needs analysis’ here) and then finding out how much you agree with what they just said (‘diagnostic testing’). This is also true of all students of course.

g. We can brainstorm and organise the questions they should/can be asked by several schemes: a.e.g. How formal does the English you use need to be?  How much. How much homework can you do?  How long. When is your next meeting in English?  Which.e. How long have you been studying English?  How often.e. By place By question word   What. and then edit them down. By place Inside work (see above) / outside work (e. Which parts of the language do you find most difficult?  Where. What exactly do you do in English in your job? When.g.g. By skills and language c.e.native / non-native speakers?  How. Where do you use English? .e.g.e.g.g. study / use of English / exposure to English in each of these three times.g.g. By question word b. How far do you want/need to go with your English?  How many- By skill and language Which skills do you use/need/lack most? By time Past/present/future e.e. travel/films/TV) . By time d. Who do you speak English with .How often do you watch English language films?  How far.A good way of starting to design a needs analysis for a student (or a general needs analysis format for a school) is to brainstorm all the questions you could possibly want to ask them.g.e.in meetings  Who.g.e.

subtitled movies?.general and specialised. .Discussion/thinking point: See Suggested Needs Analysis question list for a result of this brainstorming. Is there anything you would add/take away from this list for the students you usually teach? Needs analysis: questions for the beginning of the course About the present situation at work What’s your job precisely? Do you use English? What do you do? situations/ medium/ channel/ genre (see Bus Needs 2) What percentage of each? Which of these do you find difficult/ need to improve? What fields/ topics do you need to talk about/ need vocabulary of? Which of these areas do you need most to improve your English? What exactly do you need to do that? About outside work Are you doing anything to improve your English at the moment? Do you do anything else in English? (CNN?. DVD?. business papers?) What resources do you have at home/ work?   Dictionary. Do you travel to English speaking/ other countries? About the past Same questions as above for past.bilingual/ monolingual Internet access  TV/ DVD  Press.

What’s the last thing you did in English? Have you studied English before? How long/ to what level? About the future What are your short term and long term aims for English? What’s the next thing you have to do in English? Any big conferences / meetings / business trips / conference calls / presentations coming up? How far do you want to go with your English (each skill)? Wants How do you like studying English? What did you think of your previous lessons? What’s the best way to learn a language? How much homework can you do? Needs analysis: how to carry it out in the classroom There are two times needs analysis can be done. During the first class Before class This can be done by giving them a form to fill in or by asking them questions in the level test and making notes to be passed onto the future teacher . Before class b. with various advantages and disadvantages: a.

preintermediate. To ask each other the questions.During class The method depends on the situation:    In one-to-one classes. Business needs analysis lesson: part 1 (148k) Needs analysis: discussion and thinking point Look at the examples of needs analysis forms given below and decide how and when you could use them. intermediate. a reminder list of possible questions and a form to write the answers down on are useful (see below). advanced. elementary.  Business needs analysis lesson: part 2 (63k) Author: Alex Case Level: starter/beginner. In group classes. They will then need a format to write them down on (see Interview Form). preintermediate.see Lesson Plan below). Negotiating a syllabus can be done by giving them a list of things to prioritise by importance/usefulness. they can ask each other questions about themselves and the language. upper-intermediate Type: reference material Students complete an interview form to identify their business English requirements. intermediate. such as the question words brainstorm above. the teacher will need to give them some help by brainstorming some categories of questions. and then ask them to agree together on those priorities in ever larger groups (a pyramid ranking debate . What are the advantages and disadvantages of each form? Could they be used:   before and/or during the first class? for a spoken and/or written needs analysis?  in one-to-one classes and/or group classes? Related Pages  Business needs analysis: interview form (40k) Author: Alex Case Level: starter/beginner. For this. or they can negotiate priorities or even the syllabus together. advanced. you can simply ask them the questions and write down the answers. upper-intermediate Type: reference material . elementary.

in needs analysis during level test interviews. and for students to interview each other in pairs or group classes. but write the answers given on the Interview Form.Students discuss and write down their business English requirements. business papers?) . subtitled movies?. in one-to-one. With group classes. first classes. we go through the whole form first brainstorming a couple of possible questions for each section and writing the relevant question words (but not the whole questions) on the board. I use this form mainly as a reminder to myself as I am conducting a needs analysis. but I also find that a needs analysis where students only need to tick boxes doesn’t work as students tick away without thinking much about the options. Business Needs 2 I think this form is too detailed and time-consuming to give as a written needs analysis. Needs analysis: questions for the beginning of the course About the present situation at work What’s your job precisely? Do you use English? What do you do? situations/ medium/ channel/ genre (see Bus Needs 2) What percentage of each? Which of these do you find difficult/ need to improve? What fields/ topics do you need to talk about/ need vocabulary of? Which of these areas do you need most to improve your English? What exactly do you need to do that? About outside work Are you doing anything to improve your English at the moment? Do you do anything else in English? (CNN?. Needs analysis: comments on discussion and thinking point Interview form I use this form in almost every situation . DVD?.

Do you travel to English speaking/ other countries? About the past Same questions as above for past.What resources do you have at home/ work?   Dictionary.general and specialised. What’s the last thing you did in English? Have you studied English before? How long/ to what level? About the future What are your short term and long term aims for English? What’s the next thing you have to do in English? Any big conferences / meetings / business trips / conference calls / presentations coming up? How far do you want to go with your English (each skill)? Wants How do you like studying English? What did you think of your previous lessons? What’s the best way to learn a language? How much homework can you do? .bilingual/ monolingual Internet access  TV/ DVD  Press.

.mhhe. .html http://www.  The old couple had only a small  Simon didn't like the waiter so he didn't leave a  They wouldn't have been able to buy their new car without a bank to live on.com/business/finance/bh/student/olc/ Financial Vocabulary Quiz Choose the correct word to fill the gap in the phrase or question.http://eleaston. Click on the arrow to see if you have answered correctly.com/biz/bizhome.  The shop won't change any merchandise without the original . . Exercise # 1 retirement tip receipt wealth credit-card rent loan guarantee safe coin  Magda never carries cash with her and pays for everything by .

is low. .  Jack just became the boss at the bank. The penny is such a small  The flat is not in very good condition so the  The cd-player has a twelve month  He keeps all his money and valuables in this  My friend Eric made his considerable land. He is a great deal of wealth. that everyone dislikes it. He is a  My friend just inherited a lot of money and property. he is now a man. to a . He is the bank's  My father is over 65. . selling plots of building Exercise # 2 agent teller miser manager retired customer accountant swindler investors heir  Peter saves as much money as he can and tries to never spend a penny. behind this painting.

000! Thank you for your We had to take out a from the bank to purchase the house. I go to a  If you have any problems with your representation you should see your to make a withdrawal.  Unfortunately. lend profit Unfortunately. luxury . I've just bought a new insure policy. my business is not very I've always wanted to stay in a wealth hotel.000. Someone who keeps or checks financial records for a company is a . sign on the check.  People who like to buy and sell stocks are called .000 from a This is not his relative. generous Ł50. who told Exercise # 3 Form the correct version of the word using the word root to the right of the phrase.  If I need money from the bank. My girlfriend inherited $1. Click on the arrow to see if you have answered correctly. Most shops consider me a great . He's just spent all his save on a brand new car.  I love to go shopping often. I bought a piece of worthless junk from a me it was a masterpiece. The old violin proved to be worth The bank cash asked to see my passport. .

15 – skills for Banking in the 12.45 Finance and UK/London Banking Lunch Wednesday Lunch 14.45 Finance and Banking in Context Coffee Coffee Tuesday Lunch Thursday Finance and The Language Finance in the Banking in the of Finance and Media UK/London Banking Coffee Presentation Finance and 11.30 – Study Session Guest Speaker Study Session Study Session 17.00 – Finance in the Finance in the 15. This course will provide the necessary language and business skills to successfully compete on an international stage. communicate and build relationships with clients Present your company’s range of financial services  Understand the English media in relation to finance and business  Understand how leading financial institutions in the UK operate.15 – 10. You will learn to:   Approach.  Sample course timetable Sample timetable Time Monday 9.30 Presentations Forum and round up .English for Finance and Banking English for Finance and Banking is a specialist business English course ideal for banking professionals.30 global context Media Coffee Financial Strategy Focus on language for Finance and Banking Coffee Visit to Financial District Lunch Risk Assessment and management Friday Presentations Forum Lunch Focus on language for Finance and Banking 15.

Some students are happy with 30 minutes out of a 90-minute class. The next question could be how is learning English for finance different from learning general English or business English? The main difference relates to vocabulary. experienced teacher who has worked in the financial/accounting world is acceptable also. but also insist that their subordinates spend 100% of their classes on financial English! If you want to learn financial English. experienced teacher who has a diploma or degree in business. then they should have classes of general English and forget about technical financial English. Or a qualified. have some fun and learn English. Finally. auditing or whatever area of finance you need to learn. definitions. Grammar can be revised by adapting existing grammar exercises to a financial context. involves regular study (as in every class) of related financial and accounting themes. Finally and most importantly. For the students who want to focus on financial English. Knowing the technical vocabulary related to your specific job or area of study is essential if top performance is to be achieved. Some students find that learning English for finance in every class is a bit difficult. The teacher must have knowledge of finance. Business English classes tend to focus on meetings. they must decide how much time in class they want to dedicate to financial English. the English class is a break from the working routine. finance or accounting is a good profile. Posted by Eoin Baxter at 07:17 . etc. however. A qualified. Do role-plays with your teacher where your teacher puts you in a financial situation and asks you to speak (always prepare the vocabulary first). A business English class might focus on your area of expertise irregularly (especially if you are learning in a group).Learning Accounting and Financial Terms and Vocabulary We should start by asking what is English for finance? It is the learning of English specifically geared towards accounting. where do you find a teacher of financial English? It’s quite difficult to find a financial English teacher. but is not an “expert”. For many students. Also ask your teacher for listening exercises related to finance or accounting. negotiations and other business functions. Video is fairly easy to find by recording from financial television stations. Your teacher will be able to supply these. The financial times is great for reading about finance and for learning new vocabulary. Students want to relax during their class. financial matters etc. They don’t necessarily want to focus on finance during class when they are trying to relax and forget about work for a while! If this is the case. there are various methods your teacher can use. Others (usually the boss!) not only want a full 100% of the class dedicated to financial English. English for finance. New vocabulary learning can be reinforced by doing vocabulary exercises such as crosswords. speak to your teacher about your job.Introduction to English for Finance Business English for Finance. finance.

Summarize the presentation in advance. if you are working in finance. I will analyze the European sales result Finally. It’s difficult to speak in public in any language. Here are examples of some of the vocabulary you need: Introduction: Good Morning.Labels: Free Reports 0 comments: Post a Comment Newer Post Older Post Home Subscribe to: Post Com Trade. 24 April 2007 Business Financial English: Financial Presentations in English Are you nervous when giving presentations? Do you need more confidence giving financial information? Well. It’s important to give the presentation correctly so you communicate the information you want to communicate. and maybe make a good impression on your boss! 1) Giving any presentation in English means you need to know the standard English vocabulary for the different parts of the presentation. read this article to get some hints as to how to improve your financial presentations. I will look at South American Sales Dealing with interruptions Please feel free to ask questions any time you want Or: If you don’t mind. http://www. Accounting Basics and Company Finance. Today we are going to discuss this year’s sales figures. First I will summarize the overall position Then.com/glossary-translations/spanish-to-english-translations/48/Finance-(general) Tuesday. World Economic Issues. you can ask questions at the end of the presentation . But.proz. you will probably have to make a presentation of financial information some time in your career. including your native language.

For example. (Would you like to be the . 3) You should also have a good knowledge of the language of trends. The main exception to this rule is with money.englishforfinance. this article cannot give enough information to improve your numbers in English.327). b) In English. You need to do a course in numbers in English. Don’t do this! Let the graph do the talking.highs. large increase. let’s look at graphs and charts you use in presentations. Posted by Eoin Baxter at 07:23 0 comments . Are there any questions? 2) It is also very important to know how to correctly use numbers in English. not one point three two seven employees (1. $2. I recommend the course in numbers and trends at www.html .html and look at the numbers and trends course. a point separates thousands and hundreds and a comma separates the number from the decimal. Obviously.com/courses. after the decimal point you must say each number individually.327 in English is a number between 1 and 2.327 of an employee? I wouldn’t!) 1. Is that good or bad? Or what about profits soared last month.englishforfinance. plummet means a sudden. You need to do a course on trend language. do you understand what it means if I say that sales plummeted last year. Describing increases and decreases over time is essential when giving financial presentations. numbers and trends. This gives problems to many people. It is a very common mistake when giving a presentation to describe every single movement in the chart. 4) Finally. And remember practice makes perfect! Study English for presentations.com/courses.327). Go to www. have confidence in yourself! Oh. Some of the more common mistakes are: a) In some languages. it’s the opposite.66 is two dollars sixty six. Thank you for your attention. Sales increased by two point seven five percent. lows and general trends. but is obviously of great importance. before I forget. Is that good or bad? (Answers at the end of the article? This article cannot give you enough information to learn the language of trends. give lots of presentations in English and most importantly.75%).large decrease and to soar means a sudden. It describes movements and trends a thousand times better than you can with words. It is correct to say that the company has one thousand three hundred twenty seven employees (1. In English. Finishing the presentation: That’s the end of the presentation. not two point six six dollars. It is incorrect to say that sales increased by two point seventy five percent ( 2. You only have to describe the important elements of the trend.Moving between different parts of the presentation: Let’s move on or Moving on to the next part of the presentation or Now let’s look at….

have some fun and learn English. Students want to relax during their class. negotiations and other business functions. but is not an “expert”. where do you find a teacher of financial English? It’s quite difficult to find a financial English teacher. involves regular study (as in every class) of related financial and accounting themes. they must decide how much time in class they want to dedicate to financial English. Do role-plays with your teacher where your teacher puts you in a financial situation and asks you to speak (always prepare the vocabulary first). The financial times is great for reading about finance and for learning new vocabulary. Some students are happy with 30 minutes out of a 90-minute class. auditing or whatever area of finance you need to learn.Learning Accounting and Financial Terms and Vocabulary We should start by asking what is English for finance? It is the learning of English specifically geared towards accounting. Finally. speak to your teacher about your job. Video is fairly easy to find by recording from financial television stations. definitions. The next question could be how is learning English for finance different from learning general English or business English? The main difference relates to vocabulary. but also insist that their subordinates spend 100% of their classes on financial English! If you want to learn financial English. finance. the English class is a break from the working routine. financial matters etc. A qualified. The teacher must have knowledge of finance. then they should have classes of general English and forget about technical financial English. Your teacher will be able to supply these. Some students find that learning English for finance in every class is a bit difficult. Knowing the technical vocabulary related to your specific job or area of study is essential if top performance is to be achieved. Also ask your teacher for listening exercises related to finance or accounting. there are various methods your teacher can use. Others (usually the boss!) not only want a full 100% of the class dedicated to financial English. 9 April 2007 Introduction to English for Finance Business English for Finance. however. etc. They don’t necessarily want to focus on finance during class when they are trying to relax and forget about work for a while! If this is the case. A business English class might focus on your area of expertise irregularly (especially if you are learning in a group).Labels: Financial Presentations. experienced teacher who has a diploma or degree in business. Business English classes tend to focus on meetings. Free Reports Monday. . Grammar can be revised by adapting existing grammar exercises to a financial context. For the students who want to focus on financial English. New vocabulary learning can be reinforced by doing vocabulary exercises such as crosswords. English for finance. For many students. Finally and most importantly.

he _________________ (practice/practices) every day. Or a qualified. 6. 1. ____________ (Do/Does) Lucy ride her bike to school. (When/you/play/soccer) ____________________________________________________? .finance or accounting is a good profile. Where _____________ (do/does) they work? 10. 3. John ______________ (play/plays) soccer. How ____________ (do/does) you spell your name? Make questions with the word groups. 2. On Tuesdays. We _______________ (take/takes) the metro to the office every day. or ___________ (do/does) she take the bus? 8. experienced teacher who has worked in the financial/accounting world is acceptable also. he ____________ (don’t/doesn’t) read the newspaper. What ___________ (do/does) you want to study? 5. I _________ (go/goes) to the mall. Name __________________________________________Date ______________________ Present Simple Tense Write the correct form of the verb in each sentence. On Sunday. 7. using (do) or (does). Terry ___________ (play/plays) soccer. (Where/she/live) _________________________________________________________? 2. 4. They ______________ (don’t/doesn’t) study after school. 9. 1.

(Julia/live/in/Colorado) ____________________________________________________? 10. (she/want/to/work/in/the/office) _____________________________________________? 6. (When/they/come/home/from/school)_______________________________________ __? 5. (How/Juan/and/David/go/to/school)__________________________________________ _? . (your/mother/take/you/to/school)____________________________________________ _? 7. (What/time/you/get/up)____________________________________________________? 8. (Where/your/father/work) __________________________________________________? 9. (What/he/eat/for/lunch) ____________________________________________________? 4.3.