Achieving a Financial Goal: US 28100

This resource helps students to set and achieve a long-term personal financial goal using a budget. It will also help teachers to deliver the Financial Capability Unit Standard 28100 ‘Develop a plan to show how a budget contributes to achieving a long-term personal financial goal’ (Level 3, 4 Credits).

Level 3, 4 Credits

35-40 hrs

Mathematics and Statistics
Social Sciences
Level 3 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:

How to set SMART long-term financial goals
Learn what a personal budget is

Prepare a budget
Learn how to use the budget to achieve the financial goal
Develop a financial plan
Identify factors that may affect the achievement of the goal
Complete practice activities to help prepare for the assessment

Download includes:

Using Financial Capability Unit Standards
Interactive Student Workbook
Financial plan template
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.

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Check you have the latest version here:

[Document ID] Resource Name

FC100-001-7 Student Workbook.pdf
FC100-004-3 Student Workbook Sample Answers.pdf
FC100-005-1 Financial Plan Template.docx
FC100-002-4 Student Assessment.pdf
FC100-003-4 Assessor Guidelines.pdf‍

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