Life Skills: Banking and Financial Services
Banking and financial services is the B1 practical-English skill that covers a high-stakes real-world domain. The worksheet covers account vocabulary (current account, savings account, joint account, overdraft, interest rate), transaction language (deposit, withdraw, transfer, standing order, direct debit), and key conversations (opening an account, online banking issues, fraud alerts, loan enquiries).
This worksheet builds B1 fluency with banking language.
Worksheet preview
What’s inside:
- A vocabulary box with banking and financial terms
- Account-opening dialogue completion
- Multiple-choice on transaction types and conditions
- Role-play: visiting the bank, calling about a card problem
- Full Answer Key plus Teacher Notes
Common challenges: Banking-specific vocabulary at B1 — standing order (regular outgoing) vs direct debit (variable-amount outgoing) is a recurring confusion. Card vocabulary: chip and PIN, contactless, frozen, blocked, replacement. Phone-banking security: can you confirm the third and fifth characters of your password.
For: Adult and teenage learners (14+) at CEFR B1, in intermediate classes, 1:1 lessons, or self-study — particularly learners abroad or planning to move. Maps onto Cambridge B1 Preliminary (PET) Speaking. Part of the Practical Life Skills collection — the natural next step is Job Applications: CV and Cover Letter.
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