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Unit Standard 28087
Version: 3
Credits: 3
Ages and Stages
The Ages and Stages module supports students to develop their understanding of the effect of three life stages on personal income, including the benefits that can come from planning for these changes in advance.
Teacher Guide (pdf)
Teacher Guide (docx)
Assessment Task
Student Booklet (Interactive PDF)
Student Booklet (docx)
Glossary
Completion Certificate
Ages and Stages
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Unit Standard 28090
Version: 3
Credits: 4
Future Focus
This module supports students to develop their understanding of different saving and investment options, including which options are the best match for a given situation.
This module is the companion of the Level 2 US28095 module 'Investment Options'.
Teacher Guide (pdf)
Teacher Guide (docx)
Assessment Task
Student Booklet (Interactive pdf)
Student Booklet (docx)
Glossary
Completion Certificate
Future Focus
To request the assessment material, you must sign in as a Registered Teacher.
Unit Standard 28093
Version: 3
Credits: 3
Funding Study
This is a useful module for students planning to study or do training once they leave school. The module explores student loans, apprenticeships, and working while studying as three options for funding study. However, if students already have a clear idea of what they want to do they should talk with a careers advisor to identify study-funding options specific to their intended pathway, or individual circumstances, and focus on these instead.
We would love to hear from you in this survey about how the learning materials have worked for you and your students. All feedback received will be used to inform any future updates.
Teacher Guide (pdf)
Teacher Guide (docx)
Assessment Task
Student Booklet (Interactive pdf)
Student Booklet (docx)
Glossary
Completion Certificate
Funding Study
To request the assessment material, you must sign in as a Registered Teacher.
Unit Standard 28095
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.
Teacher Guide (pdf)
Teacher Guide (docx)
Assessment Task
Student Booklet (Interactive pdf)
Student Booklet (docx)
Glossary
Completion Certificate
Investment options
To request the assessment material, you must sign in as a Registered Teacher.
English
View marketing materials used by at least four banks. Choose both online materials and brochures or leaflets. Identify the target audience of the materials, for example, people in specific age, gender, ethnic, or working groups. Identify groups that are not represented in the materials.
English | Teaching and learning plan
English | Using the resource
Financial identity discussion starter
English | Assessment
Essential Vocab Identity
English
Rank a set of four bank marketing materials in terms of their:
Identify which bank materials would appeal most to teenagers and explain why.
English | Teaching and learning plan
English | Using the resource
Financial identity discussion starter
English | Assessment
Essential Vocab Identity
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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.
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