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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
Insurance/inihua - knowing your options

Justify your choice of insurance excess in the insurance/inihua - knowing your options activity, using clear mathematical statements.

Generalise about the relationship you can see between the excess level you choose and the cost of an insurance policy.

Investing - learning when and what to invest

Define financial sustainability.

Describe your values, attitudes, behaviours, and skills related to saving, spending and investment/whakangao.

Read this blog post and use it as a discussion starter to explore different types of investments/whakangao.

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Investing - learning when and what to invest

Analyse the strengths and weaknesses of your investor personality. Explain why you have classified them this way.

Compare the interest rates offered for different saving options, for example, term deposits, shares, and KiwiSaver.

Calculate the potential return (money earned from investment/whakangao), or at least two types of investments/whakangao, for example, savings accounts, term deposits, bonds or shares. 

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Investing - learning when and what to invest

Show evidence of investing over a short period of time and any money you made in the process.

Complete the Managing debt: Is credit the way to go? activity.

Evaluate the best options short- and long-term options for saving and investing.

Investing in shares

This resource will help students to understand the basics about shares. Students will learn how the share market works and investigate through a simulation which companies to invest. Students will need to have an understanding of statistical literacy and knowledge that aligns with Level 5 of the New Zealand curriculum to collect and understand share market information.

The resource have two parts.

  • Part 1: Investing in shares lesson activity
  • Part 2: Group project for investing in shares simulation.
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Managing debt

Explain what a debt is.

View the debt PowerPoint.

Read, analyse, and discuss the infographic about debt.

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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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