财经岗位英语

Part I BANKING SERVICE

Unit 1ENQUIRY DESK

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Greetings in a Bank

Dialogue 2Where is ATM Nearby?

Dialogue 3Something about Time Deposits

Dialogue 4Inquiry about Travelers Check

Dialogue 5Sending Money Abroad

Professional ReadingBanking

Notes

Practical Exercises

Words Banks

Unit 2 OPENING AN ACCOUNT

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Opening a Current Saving Account

Dialogue 2Opening a Fixed Deposit Account

Dialogue 3Opening a Foreign Currency Deposit Account

Dialogue 4Opening a Checking Account

Professional ReadingDifferent Types of Accounts

Notes

Practical Exercises

Words Banks

Unit 3ASKING FOR A LOAN

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Personal Loan

Dialogue 2Housing Mortgage Loan

Dialogue 3Remittance

Dialogue 4Cashing the Remittance

Professional ReadingLoans

Notes

Practical Exercises

Words Banks

Unit 4MONEY EXCHANGE

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1US Dollars ＆ RMB Exchange

Dialogue 2Cash the Travelers Check

Dialogue 3Fill out the Exchange Form

Dialogue 4Reporting a Lost Card

Dialogue 5Confiscating Counterfeit Notes

Professional ReadingMoney and Money Exchange

Notes

Practical Exercises

Words Banks

Part II INSURANCE MARKETING

Unit 1INSURANCE CONSULTATION

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Consulting about the Importance of Insurance

Dialogue 2The Options of Insurance

Dialogue 3Skills Required as Insurance Professionals

Dialogue 4Applying for the Position of an Insurance Agent

Professional ReadingThe Overview of Insurance

Notes

Practical Exercises

Words Banks

Unit 2 LIFE ＆ HEALTH INSURANCE

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Introducing a New Insurance Product

Dialogue 2Are You Insured?

Dialogue 3The Claims Conditions

Dialogue 4Representing the Policy

Dialogue 5Policy Delivery

Professional ReadingLife Insurance

Notes

Practical Exercises

Words Banks

Unit 3 PROPERTY INSURANCE

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Consulting about Property Insurance

Dialogue 2Asking for Claim

Dialogue 3A Research on the Spot

Dialogue 4Settlement of Claims and Liability

Professional ReadingProperty Insurance

Notes

Practical Exercises

Words Banks

Unit 4 CREDIT INSURANCE

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Consulting about Credit Insurance

Dialogue 2Before Signing a Contract

Dialogue 3Refusal of Claim

Dialogue 4Cargo Insurance

Professional ReadingCredit Insurance ＆ Reinsurance

Notes

Practical Exercises

Words Banks

Part III SECURITIES BUSINESS

Unit 1STOCK INVESTMENT

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Securities Account Opening(A Shares)

Dialogue 2Ways of Stock Investment

Dialogue 3Stock Market Information

Dialogue 4When to Sell Stocks

Professional ReadingStock Market

Notes

Practical Exercises

Words Banks

Unit 2FUND

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Asking for Opening a Fund Account

Dialogue 2Fund Account Opening

Dialogue 3Asking for Trading Hours and Trading Fees

Dialogue 4Ways of Fund Investment

Professional ReadingFunds

Notes

Practical Exercises

Words Banks

Unit 3BOND

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Bond Investment

Dialogue 2Tbonds

Dialogue 3Forgetting Login Password

Dialogue 4Transferring Securities

Professional ReadingBond Notes

Practical Exercises

Words Banks

Unit 4DEAL IN FUTURE

Learning Objectives Warmingup

Situational Dialogues

Dialogue 1Future Contracts and Forward Contracts

Dialogue 2Opening a Commodities Trading Account

Dialogue 3Trading Commodities

Dialogue 4To Become a CTA

Professional ReadingIntroduction to Futures Markets

Notes

Practical Exercises

Words Banks

Part IV FINANCIAL ANALYSIS

Unit 1FINANCIAL RESOURCES

Learning Objectives

Warmingup

Situational Dialogues

Dialogue 1Applying for Working Capital

Dialogue 2Accounts Receivable Financing

Dialogue 3Equity Financing

Dialogue 4Debt Financing

Professional ReadingFinancial Resources Notes

Practical Exercises

《普通高等教育“十二五”国家级规划教材：财经岗位英语（第3版）》自2005年出版以来深受全国高校广大师生及企业的欢迎，已成为财经专业英语课程的首选教材，并于2008年被评为国家教育部“普通高等教育‘十一五’国家级规划精品教材”。此次修订再版，作者审慎地对原教材进行反复推敲和认真修改，根据行业、企业及职业岗位需要，对该书体例、章节和内容进行了重新定位和改写，以使其更贴近现代经济发展，更符合社会用人需要，更好地为财经专业英语教学实践服务。