English Lessons

Vocabulary Flashcards and Quiz of Summarizing Key Points in a Client Meeting โ€“ English for Financial Analyst โ€“ Advanced Level

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by

Michael Carter
in
Portfolio
A collection of investments owned by a person or organization.
Diversify
To spread investments across different areas to reduce risk.
Liquid
Assets that can be quickly turned into cash.
Tax-efficient
Designed to reduce the amount of taxes paid.
Feedback
Information given to improve a process or plan.

Click a card to flip it and reveal the meaning.

2. Match the words with their meanings
Portfolio
Diversify
Liquid
Tax-efficient
Feedback
A collection of investments owned by a person or organization.
Information given to improve a process or plan.
Assets that can be quickly turned into cash.
To spread investments across different areas to reduce risk.
Designed to reduce the amount of taxes paid.

Drag the cards on the right so each lines up with the correct item on the left.

3. What does โ€œPortfolioโ€ mean?
4. What does โ€œDiversifyโ€ mean?
5. What does โ€œLiquidโ€ mean?
6. What does โ€œTax-efficientโ€ mean?
7. What does โ€œFeedbackโ€ mean?

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