How To Guide

Learn how to use the Sorted in Schools website. 

You can use this web-guide online, or simply click the orange "Download PDF" button to keep a hard copy with you.

Please note: this page was last updated July 2019 and is subject to change.



The “Teacher” navigation is for, you guessed it, teachers!

Here, you’ll find everything you need to get started with teaching Financial Capability. This area introduces each learning package and shows how you can integrate these into your lessons and includes other useful tools to help you get started.

There are three sections under the Teacher navigation. These are Teacher Pathways, Teacher Tools and Curriculum Info.

Click through the below How to Guide to find out more about these.


If you want to get started straight away with teaching Financial Capability, we recommend you check out the Teacher Pathways. These pathways provide useful videos and pre-designed lesson plans to ensure you can pick up the programme and start teaching the available learning packages.

There are currently four pathways to choose from which relate to Financial Identity and Financial Sustainability. Each pathway focuses on a different way of teaching to suit a wide variety of approaches.

  1. Pathway 1: Plan for whānau groups
  2. Pathway 2: Cross-curricular approach
  3. Pathway 3: Theme-based approach

Each pathway page is structured the same and includes a video overview with links to specific tools related to the topic.

Tools | Overview

You’ll easily find Teacher Tools if you hover over the “Teachers” title in the main menu.


This part of the website will help if you’re:

  • New to the Sorted in Schools programme
  • Looking for specific information on how to use certain resources and/or
  • Looking for planners and examples to help you teach Financial Capability either as a cross-curricular programme or embedded within a specific subject.


If you’re a teacher, and brand new to the programme, please watch the below video to get started!

Tools | Financial Identity

Here, you’ll find the introduction to the year 9/10 Financial Identity resource package. This package has a range of resources to choose from, so schools and teachers can design a variety of programmes to suit their individual needs.

The Financial Identity resource package is structured around Sorted's themes of saving, debt, goals and managing my money.

Tools | Financial Sustainability

Here, you’ll find the introduction to the year 9/10 Financial Sustainability resource package. This package has a range of resources to choose from, so schools and teachers can design a variety of programmes to suit their individual needs.

The Financial Sustainability resource package is structured around Sorted's themes of insurance, investment, KiwiSaver and retirement.

Tools | Assessment guide

This is a guide on how students can use the rubrics for the year 9/10 Identity and Sustainability packages to provide clarity on where they are in their learning and what their next steps will be.

To find the correct assessment, you just need to click the appropriate button of the subject you are teaching. These are highlighted below.



Once you’ve clicked through to the appropriate assessment guide, you will find information for each learning level including what type of assessment you could use and the learning objectives.

Tools | Tips and strategies

Here, you’ll find easy tips and strategies for teaching financial capability in the classroom. This includes tactics around gaining student interest in the topic.

Tools | Future briefs guide

Here, you’ll find a teacher guide on how to use the year 9/10 future briefs.

Future briefs are snapshots of the possible future of finance, identity and sustainability, set in an imagined New Zealand. They are designed to be a problem-solving, group learning experience.

They can be used as a one-off lesson to develop students’ problem-solving skills, and creative and critical thinking.

To use a future briefs, click here and follow the steps on the page.

Tools | Thinklinkers guide

Here you’ll find a step-by-step guide on how to use the year 9/10 Thinklinkers.

Thinklinkers are designed to promote deeper learning outcomes through thought-provoking questions. There are thinklinkers developed for both the Financial Identity and Financial Sustainability packages.

To use these resources:

  1. Choose the appropriate package for your lesson.

    Thinklinkers for Financial identity

    Thinklinkers for Financial sustainability

  2. Once you’re in the correct package, you will find 13 Thinklinkers to help frame your lesson. Each Thinklinker includes three-questions to promote deeper thinking e.g. for Thinklinker 2 (aligns to goals and savings) you will find ways to help your students identify (list), classify and justify their spending.

  3. You can use different Thinklinkers for each lesson or you can combine them during the same lesson.
Tools | Discussion Starter guide

Here you’ll find an explanation of how to use the Discussion Starter tool. This tool serves up discussion points about money that can be difficult for students to talk about. These discussion starters allow for various ways of learning and they can be useful to help start or finish a lesson.

When you’re ready to use a discussion starter, simply select and click on one of the following:


1. Scroll to the bottom of the discussion starter page and choose the appropriate package.

2. This will take you to the full package where you can read about the learning materials. Scroll to the bottom of this page and click the cloud icon to download the discussions starter questions.

3.  This will download a PDF to your desktop. You are now able to view this on your computer or print to have this saved as a hard copy.


Curriculum Info | Curriculum Alignment

Unlike other financial capability programmes, Sorted in Schools is fully aligned to the New Zealand curriculum. If you are looking for information on how it has been aligned and what pedagogical approach underpins the programme, this is a great place to start.

An overview of the three menu items that sit under “Curriculum Info” are below:

  1. Pedagogical design: The Sorted in Schools programme is underpinned by two pedagogical approaches SOLO Taxonomy and Universal Design for Learning - For more information refer to this section
  2. Progressions: Here you will find the Ministry of Education Financial Capability Learning progressions. Progressions contain suggested curriculum-based learning outcomes across a range of learning areas
  3. Research & resources: The Sorted in Schools programme is based on the latest financial capability research and uses several internationally recognised resources.


Filtering resources

If you’re a teacher, this is where you will be spending most of your time on the Sorted in Schools website.

When you go to the resource page, you will find a list of over 100 resources. From here, you can either peruse all of the resources available or use the filters to help you find what you’re after.


You can filter and find resources in a number of different ways:

  • If you know the resource you’re looking for, simply type this straight into the search bar
  • If you’re not sure what you’re looking for, we suggest you use one or more filters at the top of the page. Your search options could include:

1. Learning Area – Filter the resources by subject you are interested in (maths, English, technology, social sciences and health)
2. Theme – Filter the resources by theme you are interested in (i.e. Kiwisaver, managing my money, saving, debt, goals, insurance, retirement and investment)
3. Solo Learning – Filter the resources by solo-learning activities.

Saving resources
  1. To save resources, you will first need to sign up for a personal profile. Click here to do that now. If you need a hand, please check out the “Personal Profile” header in this ‘how to’ guide.
  2. Once you have a personal profile, simply click the star at the top right of the resource or activity you want to save.

  3. Once you’ve done this, a pop up will advise you the resource has been added to your list.
  4. To find your resource, go to your personal profile (little figure icon top right of the website).

  5. To find out more about your personal profile and dashboard, check out the How-To for “Personal profile” below.



The student’s area is specifically for young people who are learning financial capability through the programme. Here, students (along with teachers and whānau) can find all of the resources and activities that can be completed independently.

I’m a student, where should I start?

Welcome! We’re so glad you’re here learning about how to make smart money decisions. There are three easy steps to get started with Sorted in Schools.

1. Watch this video to get an overview of how to use the website.

Student Module: Using the Sorted in Schools resources

2. Once you have the website navigation taken care of, we suggest heading to the Student Starter Pack where you’ll learn the basics of our programme such as the difference between good debt and bad debt, how a payslip works and why it’s so important to save.

3. Finally, head to the Student Pathways where you can get started without the help of a teacher to find out exactly how and when to the resources.

How do I find a specific resource?

There are many great resources you can get started with without the help of a teacher. There are three ways you can find these.

  1. If you know the exact resource you’re looking for, simply click the magnifying glass icon at the top right of the page, when the search bar pops up, simple type what you’re after and press enter.

  2. If you’re not sure what you’re looking for, we suggest you choose from the filters at the top of the page. E.g. if you would like to find a video, select “video” and we’ll do the rest!

I’m not sure if I’m using a resource correctly?

If you get stuck while using the Sorted in Schools website or resources, please talk to a trusted family member or a teacher – they’ll be able to point you in the right direction!

If you’ve tried this already and you still need help, check out the FAQ or please shoot the team a quick email at


Can I give feedback?

We would love to hear what you think about Sorted in Schools!

Simply click the little orange smiley face at the bottom left hand corner and rate the page you’re on. You can rate us with a smiley or frown, or you can go into as much detail as you like. We love both!

Personal Profile / Dashboard


With the amount of activities and resources we have available on the Sorted in Schools website, we want to make it as easy as possible for you to save and manage your favourites.

You can find out how to set up a personal profile below.

In your personal profile you can also change your profile picture by clicking the pencil icon next to the big orange circle.

Signing up, logging in and logging out

To get a personal profile, first you need to sign up. To do this, you can easily click the sign-up button at the top right of the website.

It will take you to a short form for you to fill in.. The information you provide will help us personalise information that we believe will help your Sorted in Schools experience.

At the end of this form, you will be shown two tick boxes.

  1. 1. If you want to stay up to date of Sorted in Schools, ensure you tick this box so you receive any communication from Sorted in Schools.

  2. 2. Please also ensure you accept our terms and conditions.


Saving resources
  1. To save resources, you will first need to sign up for a personal profile. Click here to do that now.

  2. Once you have a personal profile, simply click the star at the top right of the resource or activity you want to save.


Download PDF

Equipping young people for their financial future, embedding good money habits early on.

Hāpaitia te ara tika, pūmau ai te rangatiratanga mo ngā uri whakatipu.

Medium Education

Written in English with resources aligned to the New Zealand Curriculum.

Medium Education

Written in te reo Māori with resources aligned to Te Marautanga o Te Aho Matua and Te Marautanga o Aotearoa.

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