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

$60
Led by teachers Training available
Purchase this resource

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

Download includes:

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

Registered educators will also receive a Student Assessment and Assessors' Guidelines with their purchase. If you are unsure if this is you, please email us at support@youngenterprise.org.nz before your purchase.

Check you have the latest version here:

[Document ID] Resource Name
FC097-001-5 Student Workbook.pdf
FC097-004-2 Workbook Sample Answers.pdf
FC097-002-3 Student Assessment.pdf
FC097-003-3 Assessor Guidelines.pdf