Lesson Plan English for Banking

Lesson Plan 

Subject : English for Banking
Topic  : Bankers Activity
Time Allocation : 2x30 minutes
Skill : Speaking

Objective

• The objectives of these materials is to get the students speaking about all of the terms related to their personal finances in English.

Materials:
Photocopy and handout the vocabulary sheets related to personal finances:
1. Personal Finance Vocabulary Match Up
2. Personal Finance Vocabulary Exercises
3. Personal Finance Vocabulary Cloze
4. Personal Finance Crossword

Activities:
These can be done in the class before the role-play or they can be assigned as homework in the class before the role-play.
1. Warm-up
Quickly go over the vocabulary sheets. Ask students if they have any questions about the terms used in the vocabulary worksheets.

2. Role-play

• Divide the class into two groups, bankers and clients. Give each client a client role-play card. The bankers will be divided into for groups: new accounts, credit cards, mortgages, and loans. Each banker should be given a financial product brochure for the group that they belong to. Students should be given time to absorb the material. They can quietly read the material in front of them and ask questions if they do not understand something.
• Next, bankers are given a banker activity sheet and clients are given a client activity sheet. Bankers should set up desks where they can meet with their clients. Using the conversation as a guide, bankers and clients begin the role-play.
• Clients go into the bank and inquire about a financial product such as a credit card or a mortgage. The banker explains the financial products available at the bank. The client takes notes. Finally the client decides, which product they will apply for.
• Bankers now set up a bank profile and do a credit evaluation. This involves asking questions about income and debt. The questions are on the banker activity sheet and the answers to the questions are on the client role-play cards.
• With the clients you can briefly discuss which financial products were more appealing and why? With the bankers you can discuss who they felt had a good credit evaluation and why? (Or in other words, whom would they lend money to?). The doctor has a good salary but also a lot debt. The waitress has a modest salary but almost no debt.

Media

• Photocopy and Handout

Method

• Role-play