Resources

The resources in this area can be used independently or in groups to build financial capability knowledge and skills.
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Curriculum Level
Theme
Learning Area
Unit Standard 28095
Explain personal financial savings and investment options

Credits: 3
Version: 4

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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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.

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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.

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Healthy, wealthy and wise

This resource supports learners to explore the relationship between health and wealth.

The resource has a learning objective to explore Financial Sustainability through Health and provides an integrated and cross-curricular learning experience that can be used in multiple ways.

The learning experience in this resource is aligned to SOLO Taxonomy and gives choices throughout the learning process.

Investing

This resource supports learners to kickstart their learning about when and what to invest.

The resource has a learning objective to explore Financial Sustainability through Mathematics and provides an integrated and cross-curricular learning experience that can be used in multiple ways.

The learning experience in this resource is aligned to SOLO Taxonomy and gives choices throughout the learning process.

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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your feedback

To give us detailed feedback about the content of the resources please email us at schools@sorted.org.nz 

 

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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