Course Overview

English for Financial Services

In this course, learners are introduced to several different areas in financial services, such as accounting, insurance and securities analysis. Learners will also understand how to read and watch financial news and follow the latest from Wall Street.

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1. Accounting

Learn about the basics of accounting, from payroll and budgeting to balance sheets and cash flows.

2. Banking & Savings

Study important aspects of banking such as lending, credit and interest rates.

3. Insurance

Understand how insurance policies work and the main types of insurance coverage offered today.

4. Securities Analysis

Learn about the roles and responsibilities of securities analysts and examine real examples of forecasting.

5. Investment Banking

Discover the origins of investment banking and the role that investment banks play today.

6. Investment Management

Study different types of investments and explore mutual exchanges and diversification.

7. Financial Planning

Learn about the roles of financial managers and tips for personal finance.

8. Wall Street

Take a look at Wall Street, stock exchanges and IPOs.

9. News

Become comfortable reading and watching news on a variety of financial topics.

10. Review

Reinforce financial knowledge learned in the course.

Certification available for your learners

Learners who complete the English for Financial Services course will receive certificates of completion to demonstrate their proficiency level.

Courses on any subject are available

We are constantly adding new courses to help learners with their career-specific English skills, and can easily include new ones to meet the particular needs of your learners.