MENU Guides
Resources

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. 

View more
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'.

View more
Unit Standard 28093
Describe the financial responsibilities and consequences of tertiary study funding options

Version: 3
Credits: 3

Funding Study
This is a useful module for students planning to study or do training once they leave school. The module explores student loans, apprenticeships, and working while studying as three options for funding study. However, if students already have a clear idea of what they want to do they should talk with a careers advisor to identify study-funding options specific to their intended pathway, or individual circumstances, and focus on these instead.

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.

View more
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.

View more
Achievement Standard 91263
Design a questionnaire

Version: 3
Credits: 3

Questionnaire Design
This module supports students developing their understanding of attitudes, beliefs and values that create their financial identity.

Financial identity is explored through understanding the questionnaire-based study which Dr. Carla Houkamau and her team at Auckland University undertook with their study on The Māori Identity and Financial Attitudes Study (MIFAS). Dr. Houkamau provides students with expert insight into the process her team has used to develop their questionnaire and conduct their survey. It also gives students an opportunity to build their capability to design their own questionnaire of interest.

View more
Achievement Standard 91266
Evaluate a statistical based report

Version: 3
Credits: 2

Statistical Reports
In this module students learn to evaluate a statistical report with explores New Zealander’s attitudes towards responsible investment created by Mindful Money. Throughout the activities based on the report will ask students to investigate connections between gender pay and investment gaps. The module will build students skillset to critique statistical data and analyse statistical reports to be able to comment on features and findings of a survey relevant to the report’s purpose.

Please tell us in this survey about how the learning module has worked for you and your students. All feedback received will be used to inform any future updates.

View more
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.

Hit enter to search or ESC to close