Topic: Banking/Investing/Financial terms 5

An exercise to help you learn & practice the vocabulary of the financial world, while polishing your grammar skills. Although it's meant for ESL students, it'll be useful to anyone who wants to practice this specialized vocabulary.

Choose the correct response for each of the sentences.

1. A ____________________ bank account is one that you share with another person.
  joined
  together
  joint

2. I think that a business account is more ____________________ to your needs.
  suit
  suitable
  seeable

3. One of the main duties of a financial ____________________ is to offer a range of non-deposit investment products and services.
  counselor
  consultant
  council

4. One of your responsibilities will be to ____________________ ( = put together) weekly and monthly financial reports for management.
  compile
  compromise
  control

5. We closely monitor investment activity to ensure customers are receiving accurate investment ______________________. ( = advice)
  commendations
  compensation
  recommendations

6. Please ______________________ ( = be patient with me). I'm new to investing.
  bear with me
  think with me
  bear me

7. This investment will yield a higher ___________________. ( = you will make more money with this investment)
  return
  cash
  satisfaction

8. My financial consultant helped me with my ___________________ planning.
  retired
  old-age
  retirement

9. Investors with a ___________________ portfolio have several (or more) different investments.
  different
  diversified
  diverging

10. Let me ___________________ your account to reflect the changes.
  update
  append
  inspect


CHECK ANSWERS

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