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    • For ORGANIZATIONS
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      • Private Groups
      • Intensive Training
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      • Spanish for Real Estate
      • Online Courses
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    • Private Groups
    • Intensive Training
    • How It Works
  • For INDIVIDUALS
    • Services
    • Private Lessons
    • Spanish for Business
    • Spanish for Real Estate
    • Online Courses
    • Register
  • WORK WITH US
  • About Us
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for spanish learners & for heritage speakers

Spanish for Business and Finance
Expand your financial services with Spanish-speaking clients.
$750.00

Spanish for Business and Finance

FOR SPANISH LEARNERS.  

A beginner-friendly course for professionals learning Spanish or with basic conversational skills. Focuses on building workplace vocabulary, essential phrases, and confidence to communicate effectively at work. Call us for an evaluation.

Register Now
Spanish for Business and Finance
Expand your financial services with Spanish-speaking clients.
$750.00

Spanish for Business and Finance

FOR HERITAGE SPEAKERS.   

A specialized course for fluent Spanish speakers who grew up speaking Spanish at home but need to develop professional vocabulary and communication skills for business, finance, and client interactions. Call us for an evaluation. 

Register Now

Communicate with Confidence in the Financial Sector

 The Spanish for Business and Finances course is designed for financial advisors, insurance agents, mortgage professionals, and banking professionals who need to communicate with Spanish-speaking clients in a clear, simplified, and professional manner.  No prior Spanish experience needed. 

What You’ll Learn

In 8 weeks (16 hours total), you will develop key skills to:

 ✔  Introduce yourself and explain your services professionally.

 ✔  Learn how to ask simple financial questions and understand basic client needs.

 ✔  Learn key banking, mortgage, investment, and insurance vocabulary.

 ✔  Use essential phrases to assist clients with financial transactions and basic agreements.

 ✔  Gain cultural awareness to enhance client trust and communication.

Course details:

📅 Schedule: Wednesdays, 10AM - 12PM (8 weeks)


📍 Live Online via Zoom – Interactive & Practical


👥 Small group format (maximum 10 participants) for personalized learning

Register Now

course structure:

Introducing yourself professionally + Spanish Pronunciation

🔹 Week 1:

🔹 Week 1:

🔹 Week 1:

Introducing yourself professionally + Spanish Pronunciation 

 Pronunciation + Financial Vocabulary – Banking, Mortgages, Insurance, Investments.

🔹 Week 2:

🔹 Week 1:

🔹 Week 1:

 Pronunciation + Financial Vocabulary – Banking, Mortgages, Insurance, Investments.

Asking Questions & Understanding Spanish Clients Needs.

🔹 Week 3:

🔹 Week 1:

🔹 Week 3:

Asking Simple Questions & Understanding Basic Client Needs.

Explaining Financial & Mortgage Products and Services in Spanish.

🔹 Week 4:

🔹 Week 1:

🔹 Week 3:

 Explaining Financial & Mortgage Products and Services.

Handling Spanish Client Concerns & Common Objections.

🔹 Week 5:

🔹 Week 5:

🔹 Week 5:

 Explaining Financial & Mortgage Products and Services. 

Discussing Contracts, Policies, and Compliance in Spanish.

🔹 Week 6:

🔹 Week 5:

🔹 Week 5:

 Essential Phrases to assist clients with basic agreements and financial transactions

Role-Playing Real Spanish Client Scenarios & Transactions.

🔹 Week 7:

🔹 Week 5:

🔹 Week 7:

 Role-Playing Real Client Scenarios & Transactions.

Spanish lessons Final Practice, Feedback & Q&A.

🔹 Week 8:

🔹 Week 5:

🔹 Week 7:

 Final Practice, Feedback & Q&A.

This course is highly practical, focusing on real-world financial and mortgage industry interactions rather than grammar-heavy lessons.

Spanish for Business and Spanish for finance

📌 Reserve your spot today and take your financial services to the next level!

Enroll Now

INTERESTED IN OFFERING THIS COURSE TO YOUR TEAM? WE WILL FULLY CUSTOMIZE IT FOR YOU.

Schedule Call

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3030 N. Rocky Point Drive W Suite 150 Tampa FL 33607  ph: (813) 533-1969

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