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
