5. Financial Plan -SMARt ingles ejercicios-2.pdf

Ingles

1. Financial Plan -S M A R T

























Niño Duque Jaime Alonso -F2847509 CENTRO
DE SERVICIOS FINANCIEROS SENA

4. ACTIVITY FINANCIAL EDU
Basic Financial Planning According to Context (Individual/Context) Financial
PLANNING HABITS
Work in pairs and answer the following questions:
a. What is the concept about financial plan?
Is a document that details a person's current financial circumstances, their short- and long-term monetary goals, and their
strategies to achieve those goals.

5. b. What age do you hope to retire? I want to get up at 57 years old.
c. Do you know how much you save or spend each year? We save 10% of our salary and spend the
remaining 90%.
d. What are some important things do you want to accomplish? be professional and have house, car and
much money.
2. Use this format to create a SMART goal. Identify a goal that is short, mid, and long-term when completing.

Verify that your purpose.
is SMART
YOUR ANSWER YOUR GOAL
Specific: What is your
purpose?
finish professional career. be a professional in
accounting.
Measurable my progress will be in three
years.
my progress will be
measured month by
month.
Achievable with discipline and
responsibility
dedicating myself to
studying two hours a day.
Realistic being constant in the study fulfilling tasks and
workshops
Timely In 2027 I will meet my goal In 2027 I will be a
professional


4. Complete the text global warming with the words from the box. There are TWO words you will not need. Global Warming.

7. Complementary Activities
5. Complete the statements with the words inside the chart.


1 She went to the bank to some withdraw money. [DEPOSIT]
2 He some borrow among from the bank. [LEND]
3 Interest rates rise by 1% last week. [FALL
4 The bank has decided to prefer its charges. [INCREASE]
5 She decided to reduce all her money. [SAVE]
6 High interest rates usually simplify small investors. [DISCOURAGE]
7 Electronic banking has refuse banking transactions. [COMPLICATE]
8 Most experts encourage that the stock market will rise again soon. [DISAGREE]
9 The bank manager agree her request for a loan. [ACCEPT]
10 Many customers spend internet banking. [TRUST] =
11 Customers usually receive a bank statement every month. [SEND] =
12 Most customers distrust a personal interview with their bank manager. [DISLIKE]
13

6. Vocabulary. Create a puzzle with the across and down words.