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
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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.
Learning Area only applies to Curriculum Levels 4 and 5.
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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.
Supporting Resources
Teacher Guide (pdf)
Teacher Guide (docx)
Assessment Task
Student Booklet (Interactive PDF)
Student Booklet (docx)
Glossary
Completion Certificate
Student Activities
Ages and Stages
To request the assessment material, you must sign in as a Registered Teacher.
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'.
Supporting Resources
Teacher Guide (pdf)
Teacher Guide (docx)
Assessment Task
Student Booklet (Interactive pdf)
Student Booklet (docx)
Glossary
Completion Certificate
Student Activities
Future Focus
To request the assessment material, you must sign in as a Registered Teacher.
Unit Standard 28092
Analyse the effect of significant life events at different stages on personal financial income
Version: 3
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'.
Supporting Resources
Teacher Guide (pdf)
Teacher Guide (docx)
Assessment Task
Student Booklet (Interactive pdf)
Student Booklet (docx)
Glossary
Completion Certificate
Student Activities
Riding Life's Waves
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.
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.
Social Sciences
An ageing population
Create a presentation about KiwiSaver for your class, explaining how it works.
Evaluate the potential impact on your community if no-one invested in KiwiSaver.
Compare this with the impact of everyone in your community investing in KiwiSaver.
Achievement Standard 91226
Give feedback
Analyse statistical data relating to two contemporary economic issues
Version: 2
Credits: 4
Economic Data, Issues, and Analysis
This module helps students learn about processing and presenting statistical data and explains how the data sets are interrelated. The data relates to two economic issues; inequality and climate change. The explanations relate to the data and their interrelationships while using economic models and/or concepts. Extrapolation of data needs to be justified by the analysis of the data and the interrelationships.
Please tell us in this survey how this learning module has worked for you and your students. All feedback received will be used to inform any future updates.
Supporting Resources
Course Outline General (pdf)
Course Outline Level 2 (pdf)
Teacher Guide Level 2 (pdf)
Student Guide (pdf)
Student Booklet (pdf)
Practice Booklet (pdf)
Vocabulary List (pdf)
Answer Booklet (pdf)
Student Activities
Video Resource: Climate Crisis
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.