Financial Planning Scenarios

Master real-world dialogues with authentic bilingual scenarios. Practice interpretation skills, receive AI feedback, and track your progress toward NAATI CCL certification.

9 Scenarios Available
12 Segments Each
AI Scoring
Bank Loan Application Consultation

A client seeking advice on a bank loan application

12 segments
Start
Financial Loan Application

A client meets with a financial officer for loan application advice.

12 segments
Start
Insurance Claim

Insurance assessor explaining claim procedures and coverage details

12 segments
Start
Investment Consultation

Financial advisor explaining investment options and risk management

12 segments
Start
Opening a New Bank Account

A dialogue between a bank customer service representative and a new immigrant client discussing the process of opening a bank account and the necessary documents.

12 segments
Start
Opening a Savings Account

A client visits a bank to inquire about opening a savings account and discuss related financial services.

12 segments
Start
Opening a Savings Account

A client visits a bank to inquire about opening a savings account and requires assistance with understanding the financial terms and procedures involved.

12 segments
Start
Retirement Planning

Pension advisor discussing superannuation and retirement savings options

12 segments
Start
Tax Preparation Meeting

Tax accountant explaining deductions and filing requirements

12 segments
Start