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 28087

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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 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.

This module is the companion of the Level 2 US28092 module 'Riding Life's Waves'.

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Student Activities

Ages and Stages

Assessment schedule

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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 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.

English

Am I a spender or a saver?

Describe your spending habits and identify whether you are a spender or a saver.

  • Do you tend to save money/moni or spend it?
  • Do you share your money/moni with anyone?
  • What do you tend to spend money/moni on?
  • Are you an impulse buyer or do you think carefully before spending money/moni?

Take the Sorted money personality quiz.

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English

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Am I a spender or a saver?

Take the Sorted money personality test. Analyse the strengths and weaknesses of your money/moni personality. Explain how you might work to improve any areas of weakness.

Analyse the money/moni personalities of people in your home. Have them take the Sorted money personality test. Did you accurately predict their money/moni personalities?

Compare and contrast needs and wants in the supermarket shop activity.

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English

Am I a spender or a saver?

Keep a spending diary for one month. Analyse the amount you spend each week. Use SurveyMonkey to combine your class data and identify opportunities for goal setting/whāinga paetae or saving/te whakaputu.

View the interactive video: Smart Choices
Imagine that a Y-Fone has just been released with eye retina recognition, photo and video self-editing features, and holographic printing capability. It’s advertised as a “must-have” for every teenager.

Justify whether or not a teenager should purchase this product.           

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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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