财经岗位英语

2016年5月〖1〗〖2〗前言

UNIT 1AT THE ENQUIRY DESK1

Warmingup1

Situational Dialogues1

1. Opening Conversation1

2. Asking for Changing Currency 1

3. Asking for Sending Money1

4. Asking for Exchange Rate2

Key Words and Expressions 2

Useful Sentences3

Reading4

Notes4

Practical Exercises5

Translation of Dialogues and Reading7

UNIT 2OPENING A NEW ACCOUNT9

Warmingup9

Situational Dialogues9

1. Opening a Deposit Account9

2. Opening a Special Account10

3. Opening a Checking Account for a Company10

4. Opening a Current Account11

Key Words and Expressions 11

Useful Sentences12

Reading13

Notes14

Practical Exercises15

Translation of Dialogues and Reading17

UNIT 3OPENING A DEPOSIT ACCOUNT20

Warmingup20〖1〗〖2〗目录Situational Dialogues20

1. Opening a Current Savings Account20

2. Opening a Fixed Deposit Account20

3. Opening a Foreign Currency Deposit Account21

4. Handling Special Saving Plans 22

Key Words and Expressions 22

Useful Sentences23

Reading24

Notes25

Practical Exercises26

Translation of Dialogues and Reading28

UNIT 4APPLYING FOR LOAN31

Warmingup31

Situational Dialogues31

1. Personal Consumption Loan31

2. A Foreign Exchange Loan32

3. International Syndicated Loan32

4. Mortgage Loan33

Key Words and Expressions 35

Useful Sentences36

Reading37

Notes39

Practical Exercises40

Translation of Dialogues and Reading42

UNIT 5MONEY EXCHENGE46

Warmingup46

Situational Dialogues46

1. Asking for Exchanging Foreign Currency46

2. Asking for Foreign Currency Exchange Rate47

3. Exchanging US Dollars47

4. Exchanging Hong Kong Dollars48

Key Words and Expressions 48

Useful Sentences49

Reading50

Notes51

Practical Exercises52

Translation of Dialogues and Reading53

UNIT 6APPROACHING INSURANCE56

Warmingup56

Situational Dialogues56

1. Advising Affairs56

2. Consulting about the Individual Insurance57

3. Consulting on the Telephone57

4. Educational Insurance57

Key Words and Expressions 58

Useful Sentences59

Reading59

Notes60

Practical Exercises61

Translation of Dialogues and Reading62

UNIT 7INSURANCE POLICY65

Warmingup65

Situational Dialogues65

1. Introducing Juvenile Whole Life Insurance65

2. Explaining the Policy66

3. Representing the Policy66

4. Explaining How to Make Insurance Claims67

Key Words and Expressions 68

Useful Sentences69

Reading70

Notes70

Practical Exercises71

Translation of Dialogues and Reading73

UNIT 8LIFE AND HEALTH INSURANCE76

Warmingup76

Situational Dialogues76

1. Talking about Personal Insurance76

2. Transacting Insurance Policy77

3. Delivering Insurance Policy77

Key Words and Expressions 78

Useful Sentences79

Reading79

Notes80

Practical Exercises81

Translation of Dialogues and Reading82

UNIT 9PROPERTY INSURANCE85

Warmingup85

Situational Dialogues85

1. Consulting About Property Insurance85

2. Asking for Claims86

3. Explaining the Procedure of Claim86

4. After a Car Accident86

5. An Investigation on the Spot87

6. Settlement of Claims and Liability87

Key Words and Expressions 88

Useful Sentences90

Reading91

Notes91

Practical Exercises92

Translation of Dialogues and Reading94

UNIT 10REINSURANCE AND CREDIT INSURANCE97

Warmingup97

Situational Dialogues97

1. Consulting About Credit Guarantee Insurance97

2. Consulting about Fidelity Guarantee Insurance 98

3. Before Signing a Contract98

4. Refusal of Claim99

5. The Cargo Insurance99

Key Words and Expressions 100

Useful Sentences102

Reading103

Notes103

Practical Exercises104

Translation of Dialogues and Reading106

UNIT 11OVERVIEW OF ACCOUNTING109

Warmingup109

Situational Dialogues109

1. Accounting and Bookkeeping109

2. Transaction Recording110

3. Accounting Elements110

Key Words and Expressions 111

Useful Sentences112

Reading113

Notes117

Practical Exercises118

Translation of Dialogues and Reading119

UNIT 12REVENUES AND EXPENSES124

Warmingup124

Situational Dialogues124

1. The Items of Income Statement124

2. Revenue and Gains 125

3. Cost and Expenses125

4. The Financial Ratio on Profitability125

Key Words and Expressions 126

Useful Sentences127

Reading128

Notes131

Practical Exercises132

Translation of Dialogues and Reading134

UNIT 13ASSETS AND LIABILITIES138

Warmingup138

Situational Dialogues138

1. Asset Items138

2. Current Liabilities 139

3. Inventory Measurement139

4. Goodwill140

Key Words and Expressions 140

Useful Sentences141

Reading141

Notes147

Practical Exercises148

Translation of Dialogues and Reading149

UNIT 14OWNERS EQUITY OF PARTNERSHIP AND CORPORATION156

Warmingup156

Situational Dialogues156

1. Corporation156

2. Partnership156

3. Preferred Stock and Common Stock157

4. Dividends157

Key Words and Expressions 158

Useful Sentences159

Reading160

Notes164

Practical Exercises164

Translation of Dialogues and Reading166

UNIT 15BASIC FINANCIAL STATEMENTS172

Warmingup172

Situational Dialogues172

1. Financial Statements172

2. The Statement of Retained Earnings173

3. Closing the Income Statement Account173

4. The Statement of Cash Flows173

Key Words and Expressions 174

Useful Sentences174

Reading175

Notes178

Practical Exercises179

Translation of Dialogues and Reading181

UNIT 16AT THE STOCK EXCHANGE185

Warmingup185

Situational Dialogues185

1. Asking for Opening a Securities Account185

2. Asking for Opening a Fund Account186

3. Asking for Trading Fees186

4. Asking for Trading Hours186

Key Words and Expressions 187

Useful Sentences188

Reading188

Notes189

Practical Exercises190

Translation of Dialogues and Reading192

UNIT 17ACCOUNT OPENING AND CANCELLATION195

Warmingup195

Situational Dialogues195

1. Securities Account Opening (A Shares)195

2. Securities Account Opening (B Shares)196

3. Fund Account Opening197

4. Account Cancellation197

Key Words and Expressions 197

Useful Sentences198

Reading199

Notes200

Practical Exercises201

Translation of Dialogues and Reading203

UNIT 18CUSTOMERS INFORMATION UPDATE206

Warmingup206

Situational Dialogues206

1. Updating Personal Information206

2. Reporting the Loss206

3. Forgetting Login Password207

4. Transferring Securities 207

Key Words and Expressions 208

Useful Sentences209

Reading210

Notes212

Practical Exercises213

Translation of Dialogues and Reading215

UNIT 19ONLINE TRADING218

Warmingup218

Situational Dialogues218

1. Opening an Online Trading Account218

2. Trading Stocks Online219

3. Trading Funds Online219

4. Online Transaction Security220

Key Words and Expressions 220

Useful Sentences221

Reading222

Notes223

Practical Exercises224

Translation of Dialogues and Reading225

UNIT 20STOCK INVESTMENT228

Warmingup228

Situational Dialogues228

1. Ways of Stock Investment228

2. Ways of Fund Investment229

3. Minimizing Risk in Investment230

4. When to Sell Stocks231

Key Words and Expressions 231

Useful Sentences232

Reading233

Notes234

Practical Exercises235

Translation of Dialogues and Reading237

APPENDIX VOCABULARY FOR FINANCE241

参考文献254

《财经岗位英语（第3版）》以学习应用者的能力培养为主线，密切结合行业企业的特点，依照财经岗位业务活动的基本过程和规律，围绕各工作环节和流程的实际操作编写内容涉猎金融理财、保险营销、实用会计、证券业务。并通过实践教学指导学员实训，使学员快速适应财经岗位的基本业务。