講師原創教材

Communicating Financial Insights and Solutions (30 minutes)

Objective:

• To practice discussing financial data, explaining complex accounting concepts, and providing financial advice or solutions in English.
• To develop fluency, precision in technical vocabulary, and clarity in explaining financial information.

1. Warm-up Conversation (5 minutes)

Activity: Casual business-related conversation to ease into the lesson.

• Example Questions:
  • “Tell me about your recent work project or financial challenge at your company.”
  • “What’s the most interesting financial trend you’ve noticed recently?”
• Focus: Financial terminology fluency and professional vocabulary.

2. Financial Scenario Role-Play (10 minutes)

Activity: Present a professional accounting scenario and ask the learner to respond as they would in their job.

• Scenario Example: “You’re meeting with a client to explain why their company’s expenses/income/NAV is not at part with their expectations and they are asking you how you will manage these errors.”
• Instructions:
  • Present an analysis, explaining the situation and propose mitigations to lower cost impact/damage.
  • Focus on using specific accounting terminology (e.g., “cash flow,” “profit margins,” “net asset valuation”).
• Follow-up Questions:
  • “How would you prioritise preventing errors in the future?”
  • “What long-term check could you implement to lower the fund/client exposure?”
• Purpose: Practice explaining complex financial data and providing clear, actionable advice using accurate vocabulary.

3. Presenting a Financial Report (10 minutes)

Activity: Present a financial report to non-accountants (e.g., a board of directors or clients unfamiliar with accounting terms).

• Instructions:
  • Provide an outline of a financial report (Example, Client ABC has NAV delivery every Monday of each week, and these are the things we do to prepare for it).
  • Present key findings and summary of the report.
  • Use techniques to simplify complex information (e.g., analogies, plain language) without losing accuracy.
• Example Phrases:
  • “In simple terms, our net profit increased due to…”
  • “One way to think of this is…”
• Purpose: Enhance the ability to translate technical jargon into clear, understandable language, especially for non-expert audience/s.

4. Feedback and Reflection (5 minutes)

Activity: Provide specific feedback on the performance.

• Focus Areas:
  • Fluency in explaining technical concepts.
  • Use of accurate accounting terminology.
  • Clarity and structure in communication.
• Reflection: 
  • “How did you feel explaining financial concepts?”
  • “Is there any specific terminology or expression you’d like to work on?”

Homework Suggestion:

• Task: Prepare to discuss a real financial report or case study in the next session, focusing on how you would present the key points in a meeting.
• Purpose: Reinforce speaking skills by applying them to actual work situations.