Resources

The resources in this area can be used independently or in groups to build financial capability knowledge and skills.
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Unit Standard 28092

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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 28093

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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.

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Student Activities

Funding Study

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Unit Standard 28095

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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.

This module is the companion of the Level 1 US28090 module 'Future Focus'.

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Student Activities

Investment options

Assessment schedule

To request the assessment schedule, you must sign in as a Registered Teacher.

Unit Standard 28096

Demonstrate understanding of insurance products for personal financial capability

Version: 3
Credits: 3

Keeping Ourselves Covered
This modules supports students understanding of a variety of insurance types and helps develop their understanding of insurance terminology and policies.

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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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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