This resource helps teachers deliver the Financial Capability Unit Standard 28100 ‘Develop a plan to achieve a long-term personal financial goal(s)’ (Level 3, 4 Credits). Students will learn about gathering information and thinking about the actions necessary to achieve long-term financial goals. You will study the factors that may affect the achievement of these goals in terms of an individual and their lifestyle. The requirements of a budget and the different types of budgets are presented and activities allow you to practice completing a budget and how to monitor and review them.
This resource is currently being updated ready for the start of term - broken links fixed and updated content. You can download now but please check you have the latest version before using it in the classroom.
Financial Capability is a core generic domain on the New Zealand Qualifications Framework. This unit of work also has links to the Social Sciences and Mathematics and Statistics learning areas.
Making It Count: US 28100Download overview
Students taking part will
- How to set financial goals
- Develop short, medium and long-term SMART goals
- Define what a budget is and its value
- Learn budgeting terms
- Complete various weekly and monthly expenditure conversions
- Learn about cash-flow
- Complete a budget
- Research insurance policies
- Develop a long-term plan
- Complete a practice assessment
For access to the detailed Teaching Guide and Student Assessment for this Unit Standard, please contact us via email at: email@example.com