金融英語：基礎類

《金融英語基礎類》是2005年清華大學出版社出版的圖書，作者是金融英語教材編寫委員會。該書是金融英語崗位資格證書考試用書，根據金融混業經營趨勢和中國入世後需要編寫。

基本介紹

• 書名：金融英語：基礎類
• 作者：金融英語教材編寫委員會
• ISBN：9787302113850 [十位:7302113858]
• 頁數：416 
• 定價：￥36.00
• 出版社：清華大學出版社
• 出版時間：2005年08月 

內容提要

本教材繫上海緊缺人才培訓工程金融英語崗位資格證書考試用書。由上海國際金融學院、外交部高級譯審、上海外國語學院翻譯學院、花旗銀行、美林集團、博思艾倫諮詢公司等權威機構代表組成的金融英語項目專家委員會,經反覆修訂,歷時兩年精心完成。

本教材具有實用性、實務性和實戰性特點。適應範圍為銀行、證券、保險、期貨、基金、外匯等金融服務業。

本教材共有4部分: 商業銀行、投資銀行、金融衍生品和保險。共21個單元,包括實例閱讀、對話、聽力、模擬試題、術語解釋、練習... [顯示全部]

圖書目錄

序

編者的話

商業銀行

Part ⅠThe Banking System 銀行體系

Introduction 導語

Section A—The People?s Bank of China 中國人民銀行

Section B—Bank of China 中國四大國有商業銀行之一: 中國銀行

Section C—Bank of America 美國商業銀行之一: 美洲銀行

Section D—BOC International Holdings Limited 中銀國際公... [顯示全部]

SectionD—BOCInternational

HoldingsLimited中銀國際公司14

ListeningMaterial聽力材料17

SampleExaminationQuestions

模擬試題24

PartⅡRetailBanking:BankAccounts私人

業務:銀行賬戶27

Introduction導語28

SectionA—DepositAccounts

存款賬戶29

SectionB—ForeignCurrencyDeposits外匯存款30

SectionC—DepositsbyCorrespondence郵暫存款31

SectionD—DepositCollectionsinDifferentPlaces異地存款31

SectionE—LossReporting報失33

ListeningMaterial聽力材料35

SampleExaminationQuestions模擬試題42

Contents目錄FinancialEnglish金融英語PartⅢRetailBanking:Loans私人業務:貸款43

Introduction導語43

SectionA—HousingLoansforIndividuals私人住房貸款44

SectionB—AutoLoans購車貸款45

SectionC—EducationLoans教育貸款45

SectionD—SecuredPersonalLoans以定期存款/國庫券做擔保的

私人貸款48

SectionE—OtherTypeofLoans其他私人貸款50

ListeningMaterial聽力材料52

SampleExaminationQuestions模擬試題60

PartⅣRetailBanking:ForeignCurrency私人銀行業務:外匯61

Introduction導語62

SectionA—CurrencyConversion匯兌62

SectionB—CollectionfromAbroad托收62

SectionC—InternationalRemittanceofForeignCurrency國外匯款63

SectionD—ForeignExchangeDealingsforIndividuals私人外匯交易63

SectionE—AutomaticBankingofSavingsDeposits自動儲蓄

存款業務64

SectionF—MultifunctionalDebitCard多功能借記卡65

SectionG—PersonalChequeDeposits私人支票存款65

SectionH—SafetyDepositBox保險箱65

SectionI—FeebasedBusiness收費業務65

SectionJ—AutomaticDepositService自動存款服務66

SectionK—TransferServiceforSecurityFirm為證券公司提供

轉賬服務66

ListeningMaterial聽力材料67

SampleExaminationQuestions模擬試題77

PartⅤCorporateBanking:Loans公司業務:貸款78

Introduction導語79

SectionA—RMBWorkingCapitalLoan人民幣流動資金貸款80

SectionB—FixedAssetLoan固定資產貸款81

SectionC—ForeignCurrencyLoans外匯貸款82

SectionD—ProjectFinancing項目融資83

SectionE—BillDiscount票據貼現84

SectionF—SyndicatedLoan銀團貸款85

ListeningMaterial聽力材料88

SampleExaminationQuestions模擬試題98

PartⅥCorporateBanking:CreditLines;TradeFinance公司業務:

信用額度；商業信貸99

Introduction導語100

SectionA—CreditLine信用額度101

SectionB—WorldwideCredit統一授信101

SectionC—ExportBuyersCredit出口買方信貸102

SectionD—ExportSellersCredit出口賣方信貸105

ListeningMaterial聽力材料106

SampleExaminationQuestions模擬試題117

PartⅦCorporateBanking:OtherServices公司業務:其他服務118

Introduction導語118

SectionA—AgentBankBusiness委託行業務120

SectionB—TrustLoan委託貸款121

SectionC—FinancialAdvisoryService財務顧問122

ListeningMaterial聽力材料127

SampleExaminationQuestions模擬試題131

InvestmentBanking

投資銀行PartⅠIntroduction導語133

SectionA—TheBasics基本定義135

SectionB—SettingGoals設立目標137

SectionC—NeedsandMoney需求與貨幣138

SectionD—AnOverviewofMarkets市場概覽139

SectionE—HowSuppliersMakeTheirMoneyAvailable？如何供款145

SectionF—WhatSuppliersofMoneyExpect—TheProfitMotive供款

人的期望——盈利動機148

SectionG—BuyingandSellingTheRighttoUseMoney

買賣貨幣使用權149

SectionH—HowLongCanThe“Buyers”UseTheMoney?貨幣“買家”

可以使用貨幣多長時間呢？149

SectionI—CanSuppliersAlwaysBeSureofGettingTheirMoney

Back?貨幣使用權的歸還150

SectionJ—WordsandExpressions術語及解釋151

PartⅡTheFinancialMarketplace金融市場154

SectionA—Introduction導語154

SectionB—TheParticipants入市者155

SectionC—ThePlaces交易場所155

SectionD—TheProducts金融產品158

SectionE—TheTerm金融產品的期限158

SectionF—MarketabilityandLiquidity適銷性及流通性159

SectionG—WordsandExpressions術語及解釋159

PartⅢDebtSecurities債務型證券165

SectionA—Introduction導語165

SectionB—GeneralCharacteristicsofDebtSecurities債務型證券

的共性166

SectionC—ShortTermDebt短期債務169

SectionD—LongTermDebt:BondsandDebentures長期債務：政府債券及

公司債券171

SectionE—WordsandExpressions術語及解釋174

PartⅣEquitySecurities權益型證券177

SectionA—CapitalStructure資本結構177

SectionB—PreferredShares優先股178

SectionC—CommonShares普通股179

SectionD—WordsandExpressions術語及解釋184

PartⅤResearch研究金融市場186

SectionA—TheResearchDepartment研究部門186

SectionB—WhatBuyingaShareofStockGivesUs？購買股票的意義187

SectionC—TheCompanyUnderaMicroscope顯微鏡下的公司188

SectionD—HowMuchMoneyisCompanyEarning?公司收益情況190

SectionE—EarningsAvailablefortheCommonShareholders可分給普通股

股東的收益191

SectionF—WhatAretheEarningsWorth收益的價值192

SectionG—ConsidertheDividend股息193

SectionH—WordsandExpressions術語及解釋196

PartⅥTrading股票交易197

SectionA—PuttingOurKnowledgeintoAction變知識為行動197

SectionB—OpeninganAccount開戶197

SectionC—WhattheClientShouldExpectfromthe

SecuritiesFirm？證券公司提供的服務199

SectionD—StockSymbols證券交易代碼201

SectionE—WhereAreTheCompanysSharesTraded?交易場所202

SectionF—TheQuote報價204

SectionG—PlacinganOrder下達買賣指令205

SectionH—TheReporting公司報告207

SectionI—MeasuringMovementsintheOverallMarket交易指數211

SectionJ—WordsandExpressions術語及解釋211

Exercises練習215

ListeningComprehensionExercises聽力綜合練習215

SpeakingExercises對話練習216

SkillbuildingExercises—Research閱讀與研究練習218

SkillbuildingExercise—WritingandSpeaking說寫練習218

SkillbuildingExercise—Writing寫作練習218

BuildingVocabularyExercises辭彙練習219

TestYourKnowledge知識測試225

CaseStudy:案例分析229

SampleExaminationQuestions模擬試題231

Derivatives

金融衍生品PartⅠIntroduction導語233

SectionA—ACommonBusinessProblem一個普遍的商業難題237

SectionB—WhatAreDerivatives?金融衍生品的定義241

SectionC—UsesofDerivatives用途242

SectionD—WordsandExpressions術語及解釋246

PartⅡOptions期權248

SectionA—TheBasics基本定義248

SectionB—OptionsAreBindingContracts期權是契約249

SectionC—EquityOptions股權期權249

SectionD—BuyingOptions買入期權252

SectionE—SellingOptions賣出期權253

SectionF—YouBoughtanOptionandNowYouWanttoGetYour

MoneyOut套現257

SectionG—YouHaveWrittenanOption(OriginalSeller)andYouWant

outoftheContract贖回258

SectionH—TimeDecayofPutandCallOptions期權買賣的

時間衰減260

SectionI—ValuingOptions期權估價260

SectionJ—WhyWeUseEquityOptions?使用股權期權的原因262

SectionK—WordsandExpressions術語及解釋264

PartⅢFuturesandForwards期貨及遠期269

SectionA—TheBasics基礎知識270

SectionB—FuturesContracts期貨契約270

SectionC—ForwardContracts遠期契約277

SectionD—Margins保證金277

SectionE—LongandShort多頭及空頭交易279

SectionF—ForeignCurrencies外匯280

SectionG—FuturesandForwardContractsSimilaritiesand

Differences期貨契約與遠期契約的相同與不同之處281

SectionH—WordsandExpressions術語及解釋284

Exercises練習292

ListeningComprehensionExercises聽力綜合練習292

SpeakingExercises對話練習293

SkillbuildingExercises—WritingandSpeaking說寫練習294

SkillbuildingExercises—Vocabulary辭彙練習295

TestYourKnowledge知識測試297

CaseStudy—TheAsianFinancialCrisis案例分析——亞洲金融危機300

SampleExaminationQuestions模擬試題303

Insurance

保險PartⅠIntroduction導語305

SectionA—WhatInsuranceIsandWhyWeNeedIt？什麼是保險？

為什麼需要保險？309

SectionB—HowInsuranceWorks？保險的作用310

SectionC—TheFundamentals？基礎知識311

SectionD—WordsandExpressions術語及解釋319

PartⅡTheInsuranceMarket保險市場322

SectionA—WhoSuppliesInsurance?誰提供保險？322

SectionB—WhoBuysInsurance?誰購買保險？322

SectionC—WhereDoWeBuyInsurance?何處購買保險？322

SectionD—WhatDoWePayforInsurance?保險的成本（保費）323

SectionE—HowDoWeBuyInsurance?如何購買保險324

SectionF—WordsandExpressions術語及解釋329

PartⅢLifeInsurance人壽保險330

SectionA—Introduction導語331

SectionB—LifeInsuranceThatProvidesProtectionOnly只提供

保障的壽險332

SectionC—LifeInsuranceThatProvidesBothProtectionand

Savings提供保障兼儲蓄功能的壽險334

SectionD—SomeAdditionalFeaturesofLifeInsurancePolicies其他

種類的壽險335

SectionE—WhatDoesItCost?決定保險費的因素335

SectionF—ThePayOut賠付336

SectionG—WordsandExpressions術語及解釋337

PartⅣPersonalPropertyandLiabilityInsurance個人財產及責任險339

SectionA—Introduction導語339

SectionB—InsuringtheBuilding房屋保險341

SectionC—ProtectingYourselfAgainstLiabilityforDamageCausedto

Others第三者損失賠償責任險342

SectionD—InsuringtheContents(ofYourHome)家庭財產保險343

SectionE—WhatisnotCovered？家庭財產保險中不包括的項目346

SectionF—WordsandExpressions術語及解釋349

PartⅤAutomobileInsurance汽車保險350

SectionA—TypesofAutomobileInsurance車險的種類350

SectionB—WhoIsatFault?誰承擔過失351

SectionC—ProtectingYourselfAgainstLiabilityforDamageCausedto

Others公共責任保險352

SectionD—CoveringMedicalCosts投保醫療費用352

SectionE—ProtectingYourVehicle車險是汽車的保障353

SectionF—OtherKindsofCoverageThatAreReadilyAvailable其他

種類的車險354

SectionG—YouveHadanAccident,NowWhat?車險的

索賠步驟354

SectionH—HowMuchWillAutoInsuranceCost?車險的成本356

SectionI—WordsandExpressions術語及解釋358

Exercises練習361

ListeningComprehensionExercises綜合聽力練習361

SpeakingExercises對話練習362

BuildingVocabularyExercises辭彙練習364

TestYourKnowledge知識測試366

SampleExaminationQuestions模擬試題368

ElectiveCourseAEthics

選修內容A金融職業倫理1. EthicalBehaviour371

2. TypeIEthics372

3. TypeIIEthics373

4. Politics373

5. GoodEthicsMeansGoodBusiness374

6. EthicsandDecisionmaking375

CaseStudyLincolnSavingsandLoadAssociation387

QuestionsforDiscussion395

ElectiveCourseBMoneyLaundering

選修內容B反洗錢1. MoneyLaunderingandCrime397

2. BenefitsofLaunderingMoney398

3. SomeHistory399

4. MoneyLaunderingSchemes402

5. TheMoneyLaunderingProcess406

6. PreventingMoneyLaundering408

7. CustomerdueDiligence—KnowYourCustomer411

8. EffectsofMoneyLaundering412

9. CaseStudies412