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 28094
Produce a household budget, set a financial goal, and review and adjust the budget to achieve the goal
Version: 4 Credits: 3

Budgeting and Goal Setting

This module supports students to develop their ability to produce a budget by setting a goal and adjusting the budget to achieve the goal.

All assessment materials provided by Sorted in Schools have gone through an in-depth quality assurance process with NZQA, thus students will be able to use these to gain their qualifications.

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Unit Standard 28098
Evaluate options to increase personal income
Version: 4 Credits: 3

Personal Income

This module provides an opportunity for students to develop their understanding of ways to increase their personal income.

All assessment materials provided by Sorted in Schools have gone through an in-depth quality assurance process with NZQA, thus students will be able to use these to gain their qualifications.

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Unit Standard 28099
Evaluate credit options and select debt management strategies to manage personal finances
Version: 3 Credits: 3

Assessment Materials only

This resource provides an opportunity for students to evaluate credit options and develop their understanding to select debt management strategies.

This module is the companion of the Level 1 US28088 module ‘Credit and Debt’ and the Level 2 US28093 module ‘Funding Study’.

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Unit Standard 28100
Develop a plan to show how a budget contributes to achieving a long-term personal financial goal
Version: 4 Credits: 4

Assessment Materials only

This resource provides an opportunity for students to set a goal and develop a budget to achieve the goal while identifying factors that may affect the achievement of the goal.

This module is the companion of the Level 1 US28089 module ‘Goal Getters’ and the Level 2 US28094 module ‘Budgeting and Goal Setting’ .

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Unit Standard 28103
Analyse and select personal financing options for purchasing a property
Version: 3 Credits: 4

Assessment Materials only

This resource provides an opportunity for students to research a property to purchase and select financing options.

This module is the companion of the Level 1 US28090 module ‘Future Focus’ and the Level 2 US28095 module ‘Investment Options’.

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Unit Standard 28104
Analyse external risk factors and select strategies to manage their impact on personal finances
Version: 3 Credits: 3

Impacts on My Finances

This module provides an opportunity for students to analyse external risk factors and manage their impact on personal finances.

All assessment materials provided by Sorted in Schools have gone through an in-depth quality assurance process with NZQA, thus students will be able to use these to gain their qualifications.

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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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