Spanish for Financial Services

Our grammar-based approach provides the conversational foundation to build client relationships, explain financial concepts, and conduct business in Spanish.

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A woman taking a Spanish class via Zoom from her couch

"Worth every penny - Spanish skills transformed completely."

Mary Smith, NYC

32,000+ students

How Berges Institute Helps Financial Professionals:

Build conversational Spanish through the Graf Method
Small group classes (3-8 students) for personalized attention
Native Spanish-speaking instructors
Flexible online scheduling for busy professionals
Foundation for discussing financial topics
Learn to build client relationships in Spanish

Frequently asked questions

I need to explain financial products and services. Will this help?

Yes. Once you have conversational fluency, you'll be able to explain concepts, answer questions, and discuss financial topics. The grammar-based foundation we provide helps you construct clear explanations. Financial terminology becomes easier to incorporate once you're conversational.

Do you teach financial or banking vocabulary in Spanish?

We teach general conversational Spanish. The specialized vocabulary for investments, banking, insurance, and other financial services can be learned more easily once you have conversational fluency. Many professionals supplement with industry glossaries.

How long before I can serve Spanish-speaking clients?

Most students can handle basic client conversations within 10-15 months, building to more complex financial discussions around the 16-24 month mark as they reach intermediate proficiency. The timeline depends on your starting level and study consistency.

Will conversational Spanish be enough for professional financial discussions?

Conversational fluency is the foundation for all professional Spanish communication. Once you're conversational, you can discuss financial matters, build rapport with clients, and explain services. Industry-specific terms are easier to learn and use once you have this base.

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Reviews from our students

Jazmin Vergara

2022-07-19

This course is fantastic if you are looking for basically one on one tutoring. The instructor goes through each section basically just following all the homework provided and every single line of the textbook. She may use some graphics, but I personally need out of the textbook references and making conversations that are easy to remember. The instructor did the basic, but I’m looking for an instructor that really brings you in and tries to educate you on why it’s pronounced that way or helps you to memorize the topics. I forget things easily and always made shortcuts so I could remember, but as Professors do in a class of two people - I would be put on the spot and blank. I was hoping to find a learning community, but I think the most I found here was a resources textbook and someone to read it to me.

Richard Ledbetter

2022-07-18

The course was excellent and fun!

Christine Morga

2022-07-05

This was a great course with Alejandro. I had studied Spanish years ago, but forgot most of what I'd learned. Alejandro is a great teacher- patient and fun with his lessons. I've already begun Spanish II!

Karl Greenberg

2022-07-04

I think Berges is great. I did not expect that, as I'm fairly skeptical about these things, but it was a really good experience, and the course materials were quite well organized and the quizzes were challenging. I look forward to the second level.

Claire Tondreau

2022-07-04

Berges offers a great way to learn, incorporating the basics of Spanish grammar with vocabulary so you understand how to put ideas and words together. The course took me from an absolute beginner to a beginner who can form both written and spoken sentences . . . haltingly for now, but way beyond what I could have imagined during my first class.

Dee Dee Goldpaugh

2022-07-04

This course fell far below my expectations. Honestly, I'm surprised you even sent an eval form given when I discontinued coming to the course I sent a detailed email as to why, requested a conversation about continuing with private lessons instead, and never received any response from the school or instructor. First, the pedagogical methods used, from my understanding, are outdated in terms of approaches for adult language learners. My class, and I'm not kidding, consisted of a full hour of laboriously going over sentences assigned for homework, which few of the participants did, so we had to sit there and wait for the students to figure out the homework on the spot. Then maybe 30 minutes of actual instruction of new material. Moreover, we are ADULT LEARNERS. Calling on students without their consent, just calling out someone's name to give an answer, is insulting and does not take into account different learning styles or anxiety someone may feel speaking in front of others. It also means the entire class has to sit there while another *adult* who does not know the answer has to sit and sweat it out in front of the group. Not acceptable. I attended this class with my husband who is already fluent in three languages. We couldn't believe how not engaging it was. I can't believe we paid to primarily review homework sentences every week. One day we were sitting doing our homework together and my husband started yelling, "I'm not going to write a paragraph in the present tense using this vocabulary. I'm not doing it!" And we just decided to never go back. At that point, I looked for the instructors contact info but couldn't find it. So I wrote a very nice email to the school stating the class wasn't a good fit for us, but were potentially interested in private instruction with the teacher and never heard back. So that was that.

Alison Foster

2022-07-02

The course offered a way to immerse yourself into the fundamental grammar and vocabulary of Spanish and a great review after a long time. I look forward to continuing on to level 2.

Corinne Coates

2022-07-01

This course was great! I've studied Spanish in the past but it's been a long time, and this was a great review. Silvana is a fantastic instructor, and was very encouraging in each class.

Kayla Coleman

2022-06-30

Great basics course to get a base knowledge of Spanish! A lot to learn but not too overwhelming.