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Business ESL Lesson on Investments, Level 3

Business ESL Lesson on Investments, Level 3 preview
Business ESL Lesson on Investments, Level 3 preview
Business ESL Lesson on Investments, Level 3 preview 2
Business ESL Lesson on Investments, Level 3 preview 3
Business ESL Lesson on Investments, Level 3 preview 4
Business ESL Lesson on Investments, Level 3 preview 5
Business ESL Lesson on Investments, Level 3 preview 6

Look Inside · 10 pages

Five types of investments infographic explaining stocks and shares, bonds, private pensions, savings accounts and gold
Reference handout to preview investment vocabulary
Financial workers warmer: groups match six job descriptions to trader, stockholder, stockbroker, speculator and more
Timed team warm-up to open the lesson
Lesson objectives and Exercise 1: students match assets, equity, liabilities, diversify and interest to their definitions
Share goals, then pre-teach core finance terms
Exercise 2 dialogue gap-fill: students complete a banker and CEO talk using risk profile, funds and asset allocation
Individual practice with investment phrases in context
Dialogue continued: the manager proposes a 60/30/10 portfolio split and students fill the last two expression blanks
Second half of the gap-fill; check answers aloud
Exercise 3 Making an Investment role-play: pairs act as a relationship manager and a customer with a $430,000 lump sum
Speaking practice; pairs swap roles afterward
Exercise 4 Where to Invest: teams split $240,000 across funds from a table of category, risk and star ratings
Team decision task ending in class presentations
Exercise 5 Tips on making an investment: pairs choose words such as credit/debt and lend/borrow to fill gaps in a text
Timed vocabulary review in pairs
Investment tips text continued: students pick ratio/rate and excess/amount to fill gaps about diversifying funds
Finish the reading gap-fill before checking
Chatterbox discussion: ten questions on risk and return, diversifying a portfolio, the stock market and financial goals
Open discussion to wrap up the lesson
Attributes
Grades

Grade 10, 11, 12

File

PDF

Editable
No
Author
TEAM TEFL
Rating
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About This Product

Investments Lesson Plan for Business English This business English lesson plan teaches intermediate to advanced ESL students about making smart investment strategies for solid financial returns. Through engaging activities like role-plays, open discussions, and group work, learners explore types of investments and practice using essential vocabulary to describe investment options. Educators can implement this lesson in multiple ways - as a whole class activity, small group work, or even a homework assignment. This 3-level series helps English learners gain confidence in business concepts like advertising, leadership, technology, and more. Answer keys included make it easy for teachers to utilize these materials. Overall, this investments lesson allows older students to discover new language abilities for improved workplace communication.

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