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Open Forum 1 www.oup.com/elt/openforum
Name: 	 Date:
© Oxford University Press 2007  Photocopiable
Open Forum 1
Web Site Worksheet
Chapter 6
1. Preparing to Listen
You are going to listen to a conversation
between a financial advisor and a customer
at a bank. Before you listen, think about the
following questions.
	 What do you think a financial advisor is?
	If you want to save money for the future, what are
the best ways for you to do so?
2. Listening for Main Ideas
Read the list of topics below. Listen to the
conversation. Number the topics in the order
they are mentioned.
	Stacey’s financial goals
	Money market accounts
	Retirement accounts
	Stacey’s debts
	Stocks
	CDs
3. Listening for More Detail
Read questions 1–10. Listen to the
conversation again. Choose the correct
answer for each question.
	 1.	 Who is Stacey Lloyd?
a.	 a member of the bank
b.	 a financial advisor
	 2.	 What does the financial advisor offer to do?
a.	 tell Stacey about investment options
b.	 open a new bank account for Stacey
	 3.	 What is Stacey’s goal?
a.	 to one day buy a car
b.	 to one day buy a house
	 4.	 What kind of debt does Stacey have?
a.	 credit card debt
b.	 student loans
	 5.	 What should Stacey do before she begins to
invest her money?
a.	 pay off her credit card debt
b.	 buy a house
	 6.	 Stacey should look for investments that will .
a.	 increase her money quickly
b.	 keep her money safe while it grows
	 7.	 What kind of investment can you write checks
from?
a.	 a CD
b.	 a money market account
	 8.	 What does the financial advisor say about
investing in stocks?
a.	 Stocks are a safe investment.
b.	 Stocks could be risky.
	 9.	 What does the financial advisor say about
retirement accounts?
a.	 Stacey should think about opening one.
b.	 Stacey is too young to open one.
	 10.	 What will Stacey do with the information she
learned?
a.	 She will go home and think about it.
b.	 She will open up a retirement account.

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Web site worksheet financial goals

  • 1. Open Forum 1 www.oup.com/elt/openforum Name: Date: © Oxford University Press 2007  Photocopiable Open Forum 1 Web Site Worksheet Chapter 6 1. Preparing to Listen You are going to listen to a conversation between a financial advisor and a customer at a bank. Before you listen, think about the following questions. What do you think a financial advisor is? If you want to save money for the future, what are the best ways for you to do so? 2. Listening for Main Ideas Read the list of topics below. Listen to the conversation. Number the topics in the order they are mentioned. Stacey’s financial goals Money market accounts Retirement accounts Stacey’s debts Stocks CDs 3. Listening for More Detail Read questions 1–10. Listen to the conversation again. Choose the correct answer for each question. 1. Who is Stacey Lloyd? a. a member of the bank b. a financial advisor 2. What does the financial advisor offer to do? a. tell Stacey about investment options b. open a new bank account for Stacey 3. What is Stacey’s goal? a. to one day buy a car b. to one day buy a house 4. What kind of debt does Stacey have? a. credit card debt b. student loans 5. What should Stacey do before she begins to invest her money? a. pay off her credit card debt b. buy a house 6. Stacey should look for investments that will . a. increase her money quickly b. keep her money safe while it grows 7. What kind of investment can you write checks from? a. a CD b. a money market account 8. What does the financial advisor say about investing in stocks? a. Stocks are a safe investment. b. Stocks could be risky. 9. What does the financial advisor say about retirement accounts? a. Stacey should think about opening one. b. Stacey is too young to open one. 10. What will Stacey do with the information she learned? a. She will go home and think about it. b. She will open up a retirement account.