Finance English Syllabus

Casas Level B: Low/High, CEFR Level B2

Can understand the main ideas of complex text on both concrete and abstract topics, including technical discussions in his/her field of specialization.
Can interact with a degree of fluency and spontaneity that makes regular interaction with native speakers quite possible without strain for either party.
Can produce clear, detailed text on a wide range of subjects and explain a viewpoint on a topical issue giving the advantages and disadvantages of various options.

Online course Face-to-Face

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Advise clients when to sell A webpage about a wealth management Role-Play: Guided writing: Review of Tenses:
Analyze stocks’ long-term potential advisory company Presenting your A letter to a client Present Simple /
An information sheet about choosing stocks company profile offering additional Present Continuous
Build
Magazine articles about banking services Time Expressions
a financial plan Games:
diversification
value during recession Word Categories A company overview Imperatives
financial planning
Describe The Hot Seat for a website home Pronouns
surviving economic downturns and
Module 1 company background page
protecting portfolios during a recession Determiners
Portfolio company values when it’s time to sell stock
Management company services
Explain
correlation
earning trends on stock value
financial analysis to clients
returns to risk trade off
Give advice about diversification

Page 1 of 10
Finance English Syllabus

Online course F2F

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Help clients
define their financial goals
Module 1 identify red flags
plan for retirement
Portfolio
Management Protect portfolios from recession
(cont.) Talk about
community services
financial performance

Page 2 of 10
Finance English Syllabus

Online course Face-to-Face

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Advise clients about A brochure about risk capital Round Robin: Descriptions of different Stative Verbs
allocating assets A magazine article about corporate bonds Giving advice about portfolio types Gerunds
hedge funds An information page about asset allocation risk capital
Resetting a portfolio Modals and Semi-modals
managing investment risk Notes about retirement investment Group Discussion:
retirement planning strategies Nouns:
Standard investment
Module 2 Webpages about Quantifiers
Discuss strategies
Standard portfolio management a financially stable retirement
Investments taxes and inflation during retirement hedge funds
systematic and unsystematic risk
Evaluate
bonds
choices for risk capital
Plan for retirement

Page 3 of 10
Finance English Syllabus

Online course Face-to-Face

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Buy on margin A government webpage about avoiding Group Discussion: Summary of a meeting Adjectives
Clarify risks of margin trading investment scams Green investments and Interview about scams Adverbs
A magazine article about investing in ETFs their attraction for investors Used to
Compare ETFs with mutual funds
A memo about socially responsible investments Used to / Be used to /
Discuss speculation and futures Role-Play & Game:
A newsletter about short selling Get used to
Guess the Scam
Explain An information sheet about speculating
Had better
arbitrage Webpages about
Module 3 passive investment strategies Past Simple
arbitrage
Specialized risks of buying on margin margin investing Past Continuous
Investments risks of short selling
Give information about
ETFs
Futures
green stocks and bonds
managing investment risk
Protect against investment scams

Page 4 of 10
Finance English Syllabus

Online course Face-to-Face

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Advise clients about A memo comparing REITs and corporations Game: Re-writing a letter about Future Simple
MBSs Brochures about About REITs REITs as an e-mail Future Present Continuous
real estate funds the cause of the subprime financial crisis
Role-Play: Filling out and evaluating Nouns:
Analyze the subprime crisis the fall of real estate values and its effect
The Subprime Crisis an application for How Many / How Much
Assess a REIT’s income Magazine articles about
a mortgage
Module 4 Compare REITs with corporations investing in real estate
Real Estate real estate funds
Discuss
Investments dividends and capital gains
real estate investments
Explain
asset-backed mortgages
CDOs
real estate funds

Page 5 of 10
Finance English Syllabus

Online course Face-to-Face

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Analyze A letter to shareholders about Information Gap: Notes about financial Present Perfect Simple
an annual report a company’s annual report Investors analyze documents Review of Tenses:
financial data An information sheet with profit a balance sheet
A message to shareholders Present Perfect Simple /
Discuss and loss headings Present Perfect Continuous
Games:
financial ratings Magazine articles about
P&L expenses Word Categories
analyzing the balance sheet
The Hot Seat
Module 5 Explain with ratios
Fundamental balance sheets investment valuation ratios
Analysis cash flows P/E and PEG ratios
P&L statements A newspaper article about
P/E and PEG ratios investment ratings
Measure liquidity and profitability
Webpages about
Talk about investment analysis sources cash flows
Use financial ratios and investment financial ratios
valuation tools

Page 6 of 10
Finance English Syllabus

Online course Face-to-Face

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Analyze financial chart patterns A handout about technical indicators Information Gap: Summary of technical Conditionals:
Calculate future cash flows Pages in a financial textbook about Describing trendlines indicators First Conditional
chart analysis Second Conditional
Discount cash flows Presentation: Proofreading and editing
moving averages Third Conditional
Module 6 Explain Parts of a presentation a note of advice
Webpages about Wish
More earning trends on stock value on moving averages
discounted cash flows
Investment moving averages evaluating business models
Analysis trend lines and patterns
Evaluate business models
Predict cash flows and price movements
Use technical indicators

Page 7 of 10
Finance English Syllabus

Online course Face-to-Face

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Acquire a company A brochure about acquisitions Game: Guided writing: Passive
Define synergy A newspaper article about IPOs Twenty Questions Continuing a Dialogue
Webpages
Discuss Mini-Debate: An e-mail to a client
about venture capital
the advantages and disadvantages of IPOs Leveraged Buyouts – Pros & Cons about IPOs or Merqers
explaining some hostile takeover jargon
venture capital and Acqusitions
Magazine articles about
Evaluate acquisitions corporate mergers
Module 7 Explain corporate restructures
acquisitions specialized takeovers
Investment de-mergers
Banking LBOs
types of mergers
Finance a start-up company
Go public
Issue and organize IPOs
Restructure a company
Take over a company

Page 8 of 10
Finance English Syllabus

Online course Face-to-Face

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Control An article about economic theory Group Discussion: Descriptions of different Reported Speech
free markets An FAQ page about understanding interest Monetary or Fiscal Policy types of charts Relative Clauses
interest rates rates and factors that affect them
Descriptions of different
money supply An online article about monetary policy A Guided Presentation
types of investors
Describe Magazine articles about on Business Cycles
macroeconomics business cycles
microeconomics economic indicators for forecasting the
future
Discuss
Module 8 macro and microeconomics
business cycles
Economic using fiscal policy to stimulate an economy
economic principles
Factors the effects of inflation and deficits
Explain
coincident indicators
the effect of monetary policy on the
economy
Predict economic transitions
Regulate the economy with fiscal policy
Use economic indicators

Page 9 of 10
Finance English Syllabus

Online course Face-to-Face

how to …
Module reading speaking writing grammar
(Speaking and Listening)
Describe the role of security exchange A brochure explaining how securities exchange A Guided Speech: A letter / e-mail to the SEC Tag Questions
regulatory bodies regulatory bodies protect investors The role of the SEC Gerunds
A message to employees –
Discuss broker ethics A letter to investors about protecting their
the year in review Infinitives
Evaluate investments Presentation:
an employee’s work performance A letter to shareholders about the success of Performance of a stock
brokers and investment advisors two projects
Explain A memo explaining rules for brokers
auction stock exchanges An information sheet on common securities
disclosure compliance laws
fiduciary duties Magazine articles about
insider trading central banks and currency exchange
Module 9 proxy rules understanding different types of stock
SEC regulations exchanges
Regulatory the role of the central banks
Bodies Newspaper article about insider trading
truth in securities laws
Give information about
the American Stock Exchange
the New York Stock Exchange
the NASDAQ
Go public
Investigate security solicitations
Maintain market integrity
Predict interest rate movements
Predict the public
Provide investment information to clients

Page 10 of 10