Financial English


Our Financial English course provides intense training on current and relevant financial topics. With around 30 hours of online learning, spread over ten modules, you cover accounting principles, business entities, financial statements, tax accounting, management accounting, investments, payroll and auditing.  You will develop and test your speaking, listening, reading and writing skills as well as finesse your grammar.

To get the most from this courses you need to ideally be B2 on the CEFR or level B on the CASAS scale. You should be able to listen and understand the main ideas of complex text and abstract topics, including technical discussion. You should be able to speak with a degree of fluency so you can interact with native speakers without any problems for either side. You should be able to write clearly on a wide range of subjects and give views on topical issues.

Your Course

By the end of this course on Financial English, you will have developed skills to:

  • Refine your fluency  technical speaking skills and pronunciation linked to advanced US financial market terminology, be able to talk to clients and negotiate with partners
  • Improve your listening skills as you listen to the correct use, content and pronunciation of highly technical financial terminology and principles
  • Develop your confidence with the reading of technical terms, documents and phraseology and complex mechanisms, instruments and metrics
  • Finesse your business writing skills in a professional finance environment, drafting reports, proposals and other key correspondence
  • Improve your grammar to help construct and understand sentences

Throughout the course you will cover the following topics

  • Portfolio management
  • Standard, specialised and real estate investments
  • Fundamental and investment banking
  • Investment banking
  • Economic factors
  • Regulatory bodies

The course includes:

  • 30 hours of on demand e-learning
  • Speech Training app to help refine your pronunciation
  • Vocabulary app to help with specific terminology
  • Three months unlimited access
  • Access from any platform or device anytime

Prior knowledge

This course is for anyone who is in or entering the investment and finance profession such as bankers, auditors, finance managers, lawyers and director level staff. As you develop your career, there will be a constant requirement to not only refresh and update existing technical learning but also to develop new skills and ways of thinking and behaving. You need English level B2 on the CEFR or B on the CAFAS scale to make the most of this course.

Technical Skills

Whether you’re in production, distribution, sales, finance, human resources or management your technical skills will always need to keep up with the latest developments in technology and change. The learning for this will generally come from your peers, industry trends and specialised training.

New skills

However, as you move up in seniority through an organisation or become and entrepreneur, you will be faced with learning a much wider array of skills. You will need to learn how to be a generalist but with the ability to look at the whole of a business and how it all interlocks.

People Skills

Most importantly, you will need to master your own behaviours and character and emotional intelligence in order to influence, inspire and bring people along with your vision. Your career, personal and professional development should never stop, whether you are learning because of a company or professional body requirement or whether you are just wanting to grow.


Module One: Portfolio Management

  • Speaking: Explain correlation, earning trends on stock value, returns to risk trade off. Community Services.
  • Listening: Build a financial plan. Value during recession. Diversification. Defining financial goals.
  • Reading: Information on wealth management. Financial planning. Surviving downturns and protecting portfolios in a recession.
  • Writing: Client letter offering additional services. Company overview.
  • Grammar: Review of Tenses. Present Simple. Present Continuous. Imperatives. Determiners.
  • Module test

Module Two: Standard Investments

  • Speaking: Advise on allocating assets, managing investment risk and hedge funds. Taxes and inflation during retirement.
  • Listening: Evaluating bonds and choices for risk capital. Retirement planning.
  • Reading: Information on corporate bonds, risk capital, hedge funds and systematic and unsystematic risk.
  • Writing: Describe different portfolio types and how to reset a portfolio.
  • Grammar:Stative verbs. Gerunds. Modals. Nouns. Quantifiers.
  • Module test

Module Three: Specialised Investments

  • Speaking: Speculation and Futures. Explaining arbitrage, passive investments, risks of buying on margin and short selling.
  • Listening: ETFs, futures, green stocks and bonds, managing investment risk.
  • Reading: Government advice on avoiding investment scams. Socially responsible investments. Short selling and speculating. Arbitrage and margin investing.
  • Writing: Summary of industry meeting about investment scams.
  • Grammar: Adjectives. Adverbs. Past Simple. Past Continuous.
  • Module test

Module Four: Real Estate Investments

  • Speaking: MBSS. Dividends and Capital Gains. Asset backed mortgages. cDO’s.
  • Listening: The sub-prime financial crisis. Assess a REIT’s income.
  • Reading: Compare REIT’s with corporations. Real Estate funds. Cause of the sub-prime financial crisis.
  • Writing: Mortgage application form. REIT’s explainer.
  • Grammar: Future Simple. Future Present. Nouns.
  • Module test

Module Five: Fundamental Analysis

  • Speaking: Financial Ratings. P&L expenses. Balance Sheets. Cash Flows. Ratios.
  • Listening: Liquidity and profitability. Investment valuation tools. Financial ratios. Annual reports and financial data.
  • Reading: Shareholder letter. Annual report. Investment valuation ratios. Investment ratings. Cash flow and financial ratios.
  • Writing: Shareholder messages. Financial supporting notes.
  • Grammar: Present Perfect. Present Perfect Continuous.
  • Module test

Module Six: Investment Analysis

  • Speaking: Explaining earning trends on stocks. Moving averages. Trend lines and patterns.
  • Listening: Financial chart positions. Future cash flows. Discount cash flows. Evaluating business models. Using technical indicators.
  • Reading: Technical indicators. Chart analysis. Discounted cash flows.
  • Writing: Summarising technical indicators. Proofreading a note of advice.
  • Grammar: Conditionals. Wish.
  • Module test

Module Seven: Investment Banking

  • Speaking: Explain acquisitions, de-mergers, IPO’s.
  • Listening: Evaluating acquisitions, going public, mergers and take-overs.
  • Reading: Acquiring a company. About Venture capital. Hostile takeover jargon. Corporate mergers and restructures. Specialised takeovers.
  • Writing: Continuing a client dialogue. IPO’s, mergers and acquisitions.
  • Grammar: Passive.
  • Module test

Module Eight: Economic Factors

  • Speaking: Business cycles. Economic principles. Effects of inflation. Co-incident indicators. The effect of monetary policy on an economy.
  • Listening: Macro and micro economics. Free markets, money supply and interest rates. Using economic indicators.
  • Reading: Economic theory. FAQ’s about interest rate factors. Monetary policy. Economic indicators for forecasting the future. Fiscal policy.
  • Writing: Various economic charts. Types of investors.
  • Grammar: Reported speech. Relative clauses.
  • Module test

Module Nine: Regulatory Bodies

  • Speaking: Explaining auction stock exchanges. Disclosure compliance. Fiduciary duties. Inside trading. Proxy rules. SEC regulations. Role of the central bank. Securities law.
  • Listening: Brokers and investment advisors. The US and NY stock exchanges and NASDAQ. Predicting interest rate movements. Going public.
  • Reading: How the SEC bodies protect investors. Shareolder letter. Broker rules. Central banks and currency exchange. Insider trading.
  • Writing: A letter to the SEC. A Year in Review for staff.
  • Grammar: Tag questions. Infinitives.
  • Module test

How can we help?

Are you an organisation, institution or tutor looking for a comprehensive learning solution for you and your teams and students? We have a portfolio of general and specialised English language and business short courses that are available online and on-demand as well as for a blended solution in the classroom environment or delivered via live webinar based tuition.

These ready to go courses cover all key areas of adult professional English language learning as well as a catalog of short courses covering finance & operations, sales & marketing, human resources to administration and management. As well as hard skills that range from elementary to advanced, there is an array of people and soft skill development.

Our e-learning is comprehensive, up to date and produced by a high quality learning and editorial team. It combines the latest in business thinking with the latest in learning technology. Learning can be delivered wholly online through self-study, with virtual tutor support or in a group & classroom environment by our qualified trainers.

  • All online learning is tracked and courses can be used as part of a personal development plan
  • Learners can study out of hours or in breaks with bite-size learning
  • Get management reports on learner progress
  • Cost efficiently solve any training, compliance, insurance, regulatory or union requirements
  • Choose and pay for only the courses you need or look at our library models for even greater value
  • No lock-in contracts – pay monthly or get a highly competitive price for annual and multi-year commitments
  • No big installations necessary – a simple web browser is all that’s needed to get started
  • New courses being added all the time

If you want to know more, get in touch with Connor, Marius, Stephen or Adam  for more information.

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