The resources in this area can be used independently or in groups to build financial capability knowledge and skills.
Curriculum Level
Curriculum Level
Learning Area
Learning Area

Learning Area only applies to Curriculum Levels 4 and 5.

Digital Technologies




Social Sciences

Showing 1 - 6 out of 36 results

Sort least popular

Sort A-Z


Fetching Resources

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. 

View more

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'.

View more

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.

View more

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.

View more


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.


Banks want your business

Rank a set of four bank marketing materials in terms of their:

  • use of colour
  • composition
  • language
  • tone
  • mood.

Identify which bank materials would appeal most to teenagers and explain why.

1 2 3 4 5 6
We would like to hear

your feedback

To give us detailed feedback about the content of the resources please email us at 


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.

Hit enter to search or ESC to close