金融英语教学大纲.docVIP

金融英语教学大纲制定依据：本大纲根据2014版本科人才培养方案制定课程编号：W0231964学时数：32学分数：2适用专业：英语专业先修课程：国际金融考核方式：考查一、课程的性质和任务 改革开放以来，中国取得了举世瞩目的成就。随着中国加入世界贸易组织和现代服务业的快速发展，金融市场进一步对外开放，外资银行代表处、外资金融机构纷纷在华开办业务，并逐渐从货币经营发展到资本市场和金融服务各个领域。与此同时，中国的企业也开始走向国际、融入世界。在全球金融竞争日趋激烈的今天，金融英语的普及和掌握，已成为非英语国家人力资源发展水平的重要内容，也是衡量金融中心城市的一个指标。通过学习该门课程，使学生在金融基础业务中较熟练地运用英语，熟悉基本的业务概念、术语及一般的业务程序与原理；听懂日常会话和一般的业务交谈；看懂与金融业务有关的一般文字材料，拟定一般的业务文件；在基础业务中掌握英语基本语法知识；掌握金融英语写作的文风要求；掌握信函和报告的写作方法；掌握阅读的技巧，提高学生的理解能力；牢固掌握英译汉和汉译英的技巧；掌握金融英语口译的基本技巧，胜任高级别会谈、重大场合即席讲话等类金融活动的口译工作。总之，这门课程为学生今后从事金融活动奠定一定的语言和理论基础。2、 教学内容与要求理论教学（32学时）第一章：Commercial Banking商业银行（6学时）(1)The Banking System 银行体系Section AThe Peoples Bank of China 中国人民银行Section BBank of China 中国四大国有商业银行之一： 中国银行Section CBank of America 美国商业银行之一： 美洲银行Section DBOC International Holdings Limited 中银国际公司(2)Retail Banking: Bank Accounts 私人业务: 银行账户Section ADeposit Accounts 存款账户Section BForeign Currency Deposits 外汇存款Section CDeposits by Correspondence 邮寄存款Section DDeposit Collections in Different Places 异地存款Section ELoss Reporting 报失(3)Retail Banking: Loans 私人业务: 贷款Section AHousing Loans for Individuals 私人住房贷款Section BAuto Loans 购车贷款Section CEducation Loans 教育贷款Section DSecured Personal Loans 以定期存款/国库券做担保的私人贷款Section EOther Type of Loans 其他私人贷款Listening Material 听力材料(4)Retail Banking: Foreign Currency 私人银行业务: 外汇Introduction 导语Section ACurrency Conversion 汇兑Section BCollection from Abroad 托收Section CInternational Remittance of Foreign Currency 国外汇款Section D Foreign Exchange Dealings for Individuals 私人外汇交易Section EAutomatic Banking of Savings Deposits 自动储蓄存款业务Section FMultifunctional Debit Card 多功能借记卡Section GPersonal Cheque Deposits 私人支票存款Section HSafety Deposit Box 保险箱Section IFee-based Business 收费业务Section JAutomatic Deposit Service 自动存款服务Section KTransfer Service for Security Firm 为证券公司提供转账服务(5)Corporate Banking: Loans 公司业务: 贷款Section ARMB Working Capital Loan 人民币流动资金贷款Section BFixed Asset Loan 固定资产贷款Section CForeign Currency Loans 外汇贷款Section DProject Financing 项目融资Section EBill Discount 票据贴现Section FSyndicated Loan 银团贷款(6) Corporate Banking: Credit Lines; Trade Finance 公司业务: 信用额度； 商业信贷Section ACredit Line 信用额度Section BWorldwide Credit 统一授信Section CExport Buyers Credit 出口买方信贷Section DExport Sellers Credit 出口卖方信贷(7) Corporate Banking: Other Services 公司业务: 其他服务Section AAgent Bank Business 委托行业务Section BTrust Loan 委托贷款Section CFinancial Advisory Service 财务顾问1222、第二章：Investment Banking投资银行（6学时）(1)Introduction 导语Section AThe Basics 基本定义Section BSetting Goals 设立目标Section CNeeds and Money 需求与货币Section DAn Overview of Markets 市场概览Section EHow Suppliers Make Their Money Available？ 如何供款Section FWhat Suppliers of Money Expect The Profit Motive 供款人的期望盈利动机Section GBuying and Selling The Right to Use Money 买卖货币使用权Section HHow Long Can The “Buyers” Use The Money? 货币“买家”可以使用货币多长时间呢？Section ICan Suppliers Always Be Sure of Getting Their Money Back? 货币使用权的归还Section JWords and Expressions 术语及解释(2)The Financial Marketplace 金融市场Section AIntroduction 导语Section BThe Participants 入市者Section CThe Places 交易场所Section DThe Products 金融产品Section EThe Term 金融产品的期限Section FMarketability and Liquidity 适销性及流通性Section GWords and Expressions 术语及解释(3)Debt Securities 债务型证券Section AIntroduction 导语Section BGeneral Characteristics of Debt Securities 债务型证券的共性Section CShort Term Debt 短期债务Section DLong Term Debt: Bonds and Debentures 长期债务： 政府债券及公司债券Section EWords and Expressions 术语及解释(4)Equity Securities 权益型证券Section ACapital Structure 资本结构Section BPreferred Shares 优先股Section CCommon Shares 普通股Section DWords and Expressions 术语及解释(5)Research 研究金融市场Section AThe Research Department 研究部门Section BWhat Buying a Share of Stock Gives Us？ 购买股票的意义Section CThe Company Under a Microscope 显微镜下的公司Section DHow Much Money is Company Earning? 公司收益情况Section EEarnings Available for the Common Shareholders 可分给普通股股东的收益Section FWhat Are the Earnings Worth 收益的价值Section GConsider the Dividend 股息Section HWords and Expressions 术语及解释(6)Trading 股票交易Section APutting Our Knowledge into Action 变知识为行动Section BOpening an Account 开户Section CWhat the Client Should Expect from the Securities Firm？ 证券公司提供的服务Section DStock Symbols 证券交易代码Section EWhere Are The Companys Shares Traded? 交易场所Section FThe Quote 报价Section GPlacing an Order 下达买卖指令Section HThe Reporting 公司报告Section IMeasuring Movements in the Overall Market 交易指数Section JWords and Expressions 术语及解释3、第三章：Derivatives金融衍生品（10学时）(1)Introduction Section AA Common Business Problem 一个普遍的商业难题Section BWhat Are Derivatives? 金融衍生品的定义Section CUses of Derivatives 用途Section DWords and Expressions 术语及解释(2)Options 期权Section AThe Basics 基本定义Section BOptions Are Binding Contracts 期权是契约Section CEquity Options 股权期权Section DBuying Options 买入期权Section ESelling Options 卖出期权Section FYou Bought an Option and Now You Want to Get Your Money Out 套现Section GYou Have Written an Option (Original Seller) and You Want out of the Contract 赎回Section HTime Decay of Put and Call Options 期权买卖的时间衰减Section IValuing Options 期权估价Section JWhy We Use Equity Options? 使用股权期权的原因Section KWords and Expressions 术语及解释(3)Futures and Forwards 期货及远期Section AThe Basics 基础知识Section BFutures Contracts 期货合同Section CForward Contracts 远期合同Section DMargins 保证金Section ELong and Short 多头及空头交易Section FForeign Currencies 外汇Section GFutures and Forward Contracts Similarities and Differences 期货合同与远期合同的相同与不同之处Section HWords and Expressions 术语及解释4、第四章：Insurance 保险（10学时）(1)Introduction 导语Section AWhat Insurance Is and Why We Need It？ 什么是保险？为什么需要保险？ Section BHow Insurance Works？ 保险的作用Section CThe Fundamentals？ 基础知识Section DWords and Expressions 术语及解释(2)The Insurance Market 保险市场Section AWho Supplies Insurance? 谁提供保险？Section B Who Buys Insurance? 谁购买保险？Section CWhere Do We Buy Insurance? 何处购买保险？Section DWhat Do We Pay for Insurance? 保险的成本（保费）Section EHow Do We Buy Insurance? 如何购买保险Section FWords and Expressions 术语及解释(3)Life Insurance 人寿保险Section AIntroduction 导语Section BLife Insurance That Provides Protection Only 只提供保障的寿险Section CLife Insurance That Provides Both Protection and Savings 提供保障兼储蓄功能的寿险Section DSome Additional Features of Life Insurance Policies 其他种类的寿险Section EWhat Does It Cost? 决定保险费的因素Section FThe Pay Out 赔付Section GWords and Expressions 术语及解释(4)Personal Property and Liability Insurance 个人财产及责任险Section AIntroduction 导语Section BInsuring the Building 房屋保险Section CProtecting Yourself Against Liability for Damage Caused to Others 第三者损失赔偿责任险Section DInsuring the Contents (of Your Home) 家庭财产保险Section EWhat is not Covered？ 家庭财产保险中不包括的项目Section FWords and Expressions 术语及解释(5)Automobile Insurance 汽车保险Section ATypes of Automobile Insurance 车险的种类Section BWho Is at Fault? 谁承担过失Section CProtecting Yourself