Teacher hub
Customise your financial capability learning programme here.
Resources
Explore our wide range of resources to build financial capability knowledge and skills.
Student hub
Start your journey to become financially capable here.
About Us
Sorted in Schools is a free financial capability programme fully aligned to the National Curriculum.
Resources
The resources in this area can be used independently or in groups to build financial capability knowledge and skills.
Learning Area only applies to Curriculum Levels 4 and 5.
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Unit Standard 28095
Analyse personal financial investment options
Credits: 3
Version: 3
Investment Options
In this module students need to analyse two personal financial investment options: KiwiSaver and one other option. This module focuses on KiwiSaver, shares, bonds, term deposits and managed funds. Teachers could also explore the benefits of other forms of investment, such as buying a property, with their students.
Supporting Resources
Teacher Guide (pdf)
Teacher Guide (docx)
Assessment Task
Student Booklet (Interactive pdf)
Student Booklet (docx)
Glossary
Completion Certificate
Student Activities
Investment options
To request the assessment material, you must sign in as a Registered Teacher.
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your feedback
To give us detailed feedback about the content of the resources please email us at schools@sorted.org.nz
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.
English
Medium Education
Written in English with resources aligned to the New Zealand Curriculum.
Māori
Medium Education
Written in te reo Māori with resources aligned to Te Marautanga o Te Aho Matua and Te Marautanga o Aotearoa.
