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Banking and managing your finances

This A2 ESL lesson helps students learn essential banking and personal finance vocabulary. Activities include discussing money habits, matching terms, listening, reading about a financial app, grammar, and a role-play to build confidence in managing money.

A2 Lifestyle General Practical English Business
Banking and managing your finances
Photo by Austin Distel / Unsplash

Summary

This downloadable PDF lesson plan for English teachers helps A2 ESL students learn essential vocabulary for banking and personal finance. This class material includes a variety of practical exercises to build confidence in discussing and managing money.

This lesson guides students through the basics of personal finance. Activities begin with a warm-up discussion on money habits, followed by a vocabulary matching task for key banking terms. Students then complete a listening exercise, read about a financial app, and practice grammar. The lesson concludes with learning useful phrases for bank interactions and applying them in a communicative role-playing activity, making it a comprehensive class material for real-world English skills.

Activities

  • Students start by discussing their spending habits and learning fundamental banking vocabulary through a simple matching exercise. This introduces the lesson's theme in an engaging way.
  • A practical listening exercise requires students to fill in the gaps in a short story about personal finance, improving their comprehension skills and introducing new vocabulary in context.
  • Learners will read a short text about a money-saving app and answer true/false questions. The lesson finishes with a role-play where students practice a conversation at a bank.
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Banking and managing your finances A2
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Vocabulary focus

The vocabulary section introduces fundamental banking terms such as account, balance, deposit, withdraw, debit card, and loan. It also covers personal finance words like budget, expenses, savings account, overspend, and investing, giving students practical language for money management.

Grammar focus

The grammar section contrasts the Past Simple and Present Simple tenses. Students learn to use the Past Simple for finished actions (e.g., "I opened an account last year") and the Present Simple for current habits and facts (e.g., "I track my expenses now"), reinforcing this with a gap-fill exercise.

Tags

Lifestyle, General

PDF downloads

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