Banking: US 28097

This resource helps students to learn about different banking products and services and ways to access them securely for their own financial needs. Using this knowledge they will select products and services suitable for a personal financial situation. It also helps teachers deliver the Financial Capability Unit Standard 28097 ‘Explain and select banking products and services in relation to personal finances’ (Level 2, 3 Credits).

Level 2, Credits 3
25-30 hrs

Mathematics and Statistics
Social Sciences
Level 2 Financial Capability Unit Standard

Free to NZ schools
Led by teachers Training Available
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The last date for assessment for the old versions of the unit standards was 31 December 2022. You should now be using the new standards. Therefore, the existing versions of our resources are now obsolete. The new resources for this assessment is ready to download.
Resources and assessments for most of the other unit standards are available from Sorted in Schools.

Curriculum links

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.

Students will:

  • Learn about different banking products and services in relation to benefits, fees and charges
  • Learn how to access these products and services
  • Learn about safety and security with banking products and services
  • Select banking products and services that are suitable for a personal financial situation
  • Complete practice activities for an assessment

For access to the marking guidelines and student assessment for this Unit Standard please email us at:  

Download includes:

  • Using Financial Capability Unit Standards
  • Interactive Student Workbook
  • Helpful information