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Customise your financial capability learning programme here.
Resources
Explore our wide range of resources to build financial capability knowledge and skills.
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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
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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 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.
This module is the companion of the Level 2 US28092 module 'Riding Life's Waves'.
Supporting Resources
Level 1 Teacher Guide
Ages and Stages Student Booklet
Ages and Stages Glossary
Level 1 Assessment Tasks
Completion Certificate
Student Activities
Ages and Stages
To request the assessment schedule, you must sign in as a Registered Teacher.
Unit Standard 28092
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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
Level 2 Teacher Guide
Riding Life's Waves Student Booklet
Riding Life’s Waves Glossary
Level 2 Assessment Tasks
Completion Certificate
Student Activities
Riding Life's Waves
To request the assessment schedule, you must sign in as a Registered Teacher.
Social Sciences
An ageing population
Interview a person over 65. Ask them five questions about their views on money/moni.
Find out how much money/moni the pension provides.
Estimate the cost of daily life for someone on a pension. Discuss whether the pension is enough live on.
Social Sciences
An ageing population
Use a community profiler such as Infometrics to investigate the percentage of people in your community who are over 65.
Compare the needs and wants of a teenager with those of someone who is retired.
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.
English
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.
Supporting Resources
English | Teaching and learning plan
English | Using the resource
Financial identity discussion starter
English | Assessment
Student Activities
Essential Vocab Identity
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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.