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BUSINESS ENGLISH · BUSINESS ISSUES · PRE-INTERMEDIATE (A2-B1)

FINANCE

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1 Warm up
In pairs, discuss the following questions.

1. Do you have a bank account? How long have you had it for?
2. What do you like about your bank?
3. What do you not like about your bank?

2 Focus on vocabulary
Part A: Match the vocabulary to the definitions.

1. currency (n) a. a card you use to buy goods and then pay for them later

2. balance (n) b. the money that a country uses

3. credit card (n) c. a percentage of a company that can be bought and sold

4. debit card (n) d. the amount of money available in your bank

5. deposit (v) e. the amount of money that someone will pay for something

6. value (n) f. a card you use to buy goods which takes the money from
your bank
7. share (n) g. one of the offices or shops of a business that has many
offices or shops
8. account (n) h. a place where you can keep money in a bank, putting money
in and taking money out of it
9. branch (n) i. put some money in to your bank

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Part B: Look at the words from Part A and decide how many syllables they have. Then, with each
word of more than one syllable, decide which syllable is stressed.

Part C: Complete the following sentences with vocabulary from Part A. You may have to change the
form of the word.

1. I don’t have enough money in my bank at the moment, so I will pay with my .

2. If you send me your bank details, I will some money in your account.

3. Before we leave the country, we need to buy some foreign so we can pay in cash
when we get there.

4. The price of in Apple has gone up again I see!

5. The of houses in my street have gone up since the railway station opened.

6. The staff at the local of my bank are really helpful and they all know my name
now.

7. I don’t have any cash with me, so I’ll pay for these coffees with my card.

8. I don’t know if I have enough money, let me check the of my bank account.

9. I’ve had an with that bank for almost 20 years now.

3 Listening for details

Listen to an interview with someone from a bank. Tick the questions that the interviewer asks.

1. How much interest will I have to pay?

2. Do you have a financial adviser?

3. Is this a good bank to open a business account with?

4. What do I have to do to start banking with you?

5. What other services do you offer?

6. Can I use your bank to buy shares?

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4 Listening comprehension
Read the following statements and decide if they are True (T) or False (F).

1. You have to put some money in the account before you can open it.

2. If you decide to have a credit card, it will cost you money.

3. You can use your phone to see how much money you have in the account.

4. You can only see how much money you are spending using your phone.

5. The bank can help you if you are going to travel abroad.

6. You can use the credit card in any hotel across the world.

7. There’s someone you can talk to about what to do with your money at every branch of the bank.

5 Verbs for money

Complete the following sentences with the verbs in the box. You may need to use a dictionary to help
you. You may need to change the form of the verb.

loan / transfer / trade / borrow / lend / save / exchange / budget

1. I’m going to give Ivan €30 because he said he can give it back at the weekend. I will
Ivan money.

2. I’m going to put $30 from my account into your account. I’m going to money to
you.

3. The bank will let me borrow $5,000 but I have to pay it back over the next three years plus interest.
The bank will me $5000.

4. Ivan will give me €30, but I will give it back to him at the weekend. I will €30 from
Ivan.

5. I’ve got an extra £200, this month, so I will put it in the bank and leave it there. I will
£200.

6. I made $2500 this month. My bills and rent will cost $1600 and my best friend has a birthday this
month. So I will need to be careful with my money to make sure I can buy everything I need. I will
need to .

7. I’m going to New York next week. I gave the bank £500 and they gave me $610. I
British pounds for dollars.

8. I wanted a laptop computer, but I didn’t have any money. Sarah wanted a desktop computer, but
she didn’t have any money. So I gave her my desktop and she gave me her laptop. We
computers.

Now quickly read the article below and write the verbs in the gaps 1 – 8. You may need to change
the form of the verb.

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loan / transfer / trade / borrow / lend / save / exchange / budget

Banking
The good and bad
A. ______________________________________?
Randa
I mostly use my bank for my everyday needs and monitoring my spending. I have an app on my phone that is
excellent because it allows me to easily check my current account in a very safe way. This helps me to see how
1
much I’ve got to spend and for each month. This month, for example, I’ve got several birthdays
2
in my family, so I know I will have to use some of my money for that. I’m also trying to money
for a new camera, so each month, I make sure that I allow for that with my spending too. I can also use it to
3
money to other accounts. I have a savings account with the same bank where I can put money
for the future and I can also send money to my family easily if I need to. Usually when my mum or dad have a
birthday, one of the children will buy a big present for them and we will all send money to them for it. Last year
we bought my parents a trip to Paris. They loved it, but Dad ate too much cheese.
B. ______________________________________?
Shannon
I have a small business making furniture from wood. When I started, I had a place to do my work, but I didn’t have
4
all the tools I needed and they are quite costly. So I asked the bank to me the money and I pay
them back each month from my profits. I couldn’t have started the business without them. After a while, I was
5
able to make enough money to pay all of the money back that I . Now, I’m planning to open a
6
second place and employ some people to work for me. So I’m going to ask the bank to me some
money for the building I need. With the money I will make, I should be able to pay it off in the next ten years.
C. ______________________________________?
Chris
7
Yes, I have. For my job, I currency internationally. One time, I was given the wrong rate by
8
a bank and I lost some money. I only realised later when I had the money and the numbers
didn’t add up. They reimbursed me in the end because they admitted that they made a mistake, but it still cost me
time and effort. I was quite stressed about it. So I try not to use that bank any more, even though I think it was
an honest mistake.

6 Reading for gist

Quickly read the article above and decide which of the following questions 1 – 5 are being answered
by Randa, Shannon and Chris. You will not need all of the questions.

1. Chris a. What do you like most about your bank?

2. Randa b. What is the most useful thing you have used your bank for?
3. Shannon c. Why did you choose your bank?
4. Not used d. What do you usually use your bank for?
5. Not used e. Have you ever had a problem with a bank?

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7 Reading comprehension

Complete the following table by putting a tick in the correct box.

Who... Randa Shannon Chris

1. often uses banks

for their job?

2. has the bank details

of their brothers and
sisters?

3. does a job where

they make things?

4. has a father who

did something he
wasn’t happy about
later?

5. used the bank to

help them grow their
business?

6. got some money

back from a bank
after a problem?

8 Talking point

In pairs, discuss the following questions.

1. Are you happy to lend money to friends or family? Why/ why not?
2. If you needed to borrow some money, who would you ask, family, friends or a bank? Why?
3. Have you ever bought currency at a bank? Which country was it for? What did you use the
currency for on your trip?
4. Do you have an app for your bank? Do you like it? Why/why not?
5. Do you budget your money each month? Why/why not?

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9 Extended activity/Homework: finding vocabulary

Find words in the article on page four which mean the same as the following.

1. watch carefully (v, para. A)

2. a basic type of account that you use every day (n, para. A)

3. a special account where you keep your money and will earn more interest (n,
para. A))
4. expensive (adj., para. B)

5. the money you make after you have paid the costs of making or selling
something (n, para. B)
6. give money back over time that you borrowed or spent on something (phr. v,
para. B)
7. give money back, usually after a problem with the service or because a
product was returned (v, para. C)
8. the energy needed to do a physical or mental task (n, para. C)

9. saying things that are true (adj., para. C)

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