Spanish for Financial Services

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

Berges

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

FAQ

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.
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.
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.
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.

Reviews from our students

Tim Cross
star 5.0
2020-05-18
The overall pace of the class along with the textbook was perfect. Focusing on core verbs and conjugations and then building from there. I really like the approach the Berges textbook has with the lessons plans followed by excellent homework exercises. Great textbook, great instructors! I'm looking forward to my next Berges course.
Anonymous
star 5.0
2020-04-02
It was a good course. I felt like some of the lessons contained so much information they should have maybe been split into two classes but I understand the need to get through a certain amount of content.
Anonymous
star 5.0
2019-06-27
We covered a lot of information (!) that created a strong foundation for us to converse in Spanish (present tense :) and to continue our Spanish studies.
Anonymous
star 5.0
2019-07-03
The structure of the class is considered and there is a thoughtful and gradual building of skills.
Eve
star 5.0
2020-04-20
This class was great! I feel like I really improved a lot. Looking forward to level 2!
Elias
star 5.0
2020-05-02
We covered a great deal pf information. I originally wanted to learn Spanish formally and this was a good introduction to learning the basics. Unfortunately, I had to discontinue classes halfway through because of my work schedule from the Covid-19, but I continue to study my material.

Berges in the press