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Explore our wide range of resources to build financial capability knowledge and skills.

Resources

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

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Unit Standard 28089
Demonstrate understanding of personal financial goal setting

Version: 3
Credits: 3

Goal Getters
This module supports students to develop their understanding of personal financial goal setting, including ways to monitor and maintain progress towards a financial goal.

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.

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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'.

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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'.

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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.

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Am I a spender or a saver?

Describe your spending habits and identify whether you are a spender or a saver.

  • Do you tend to save money/moni or spend it?
  • Do you share your money/moni with anyone?
  • What do you tend to spend money/moni on?
  • Are you an impulse buyer or do you think carefully before spending money/moni?

Take the Sorted money personality quiz.

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We would like to hear

your feedback

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.

English
Medium Education

Written in English with resources aligned to the New Zealand Curriculum.

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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