National Adult Literacy Database

This lesson plan is one of several on a banking theme for customer service representatives in Financial Services. The lesson task, prepared by ESL (English as a Second Language) teachers, asks learners to review bank lending practices in order to determine the eligibility for a bank loan. It is geared to ESL learners who have professional backgrounds in accounting and who have worked in financial institutions or have customer service experience related to the retail sector. Suggested teacher resources and classroom materials are listed.

The six Essential Skills required are: Reading Text, Numeracy, Writing, Oral Communication, Thinking Skills, and Computer Use.