Resources
Explore our wide range of resources to build financial capability knowledge and skills.
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Customise your financial capability learning programme here.
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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.
Unit Standard 28087
Demonstrate understanding of the effect of life stages on personal income
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 Resources
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Unit Standard 28090
Demonstrate knowledge of personal financial saving and investment options for given scenario(s)
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 Resources
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Unit Standard 28093
Describe the financial responsibilities and consequences of tertiary study funding options
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 Resources
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To request the assessment material, you must sign in as a Registered Teacher.
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.
Teacher Resources
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Banks want your business
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.
Teacher Resources
Student Resources
Additional Resources
Achievement Standard 91263
Design a questionnaire
Version: 3
Credits: 3
Questionnaire Design
This module supports students developing their understanding of attitudes, beliefs and values that create their financial identity.
Financial identity is explored through understanding the questionnaire-based study which Dr. Carla Houkamau and her team at Auckland University undertook with their study on The Māori Identity and Financial Attitudes Study (MIFAS). Dr. Houkamau provides students with expert insight into the process her team has used to develop their questionnaire and conduct their survey. It also gives students an opportunity to build their capability to design their own questionnaire of interest.
Teacher Resources
Additional Resources
To request the assessment material, you must sign in as a Registered Teacher.
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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.