Resources

The resources in this area can be used independently or in groups to build financial capability knowledge and skills.
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Curriculum Level
Theme
Learning Area
Unit Standard 28094
Produce a household budget, set a financial goal, and review and adjust the budget to achieve the goal
Version: 4 Credits: 3

Budgeting and Goal Setting

This module supports students to develop their ability to produce a budget by setting a goal and adjusting the budget to achieve the goal.

All assessment materials provided by Sorted in Schools have gone through an in-depth quality assurance process with NZQA, thus students will be able to use these to gain their qualifications.

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Unit Standard 28098
Evaluate options to increase personal income
Version: 4 Credits: 3

Personal Income

This module provides an opportunity for students to develop their understanding of ways to increase their personal income.

All assessment materials provided by Sorted in Schools have gone through an in-depth quality assurance process with NZQA, thus students will be able to use these to gain their qualifications.

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Unit Standard 28103
Analyse and select personal financing options for purchasing a property
Version: 3 Credits: 4

Assessment Materials only

This resource provides an opportunity for students to research a property to purchase and select financing options.

This module is the companion of the Level 1 US28090 module ‘Future Focus’ and the Level 2 US28095 module ‘Investment Options’.

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Unit Standard 28087
Demonstrate knowledge of the effect of life stages on personal income

Version: 4
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. 

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Unit Standard 28090
Demonstrate knowledge of selected personal financial saving and investment options that provide financial benefits

Version: 4
Credits: 3

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'.

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Unit Standard 28092
Explain the effect of significant life events on personal income at different life stages

Version: 4
Credits: 3

Riding Life's Waves
This module supports students to analyse their understanding of a significant life stage on personal income.

This module is the companion of the Level 1 US28087 module 'Ages and Stages'.

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To give us detailed feedback about the content of the resources please email us at schools@sorted.org.nz 

 

Māori 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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