Managing your Money: US 24709

This resource helps students to learn about budgeting terms, services and tools and how to produce a personal budget. It will also help teachers deliver the Financial Capability Unit Standard 24709 ‘Produce a budget to manage personal finances. (Level 1, 3 Credits)

Level 1, Credits 3
25-30 hrs

Mathematics and Statistics
Social Sciences
Level 1 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 what a budget is in relation to goals and priorities
  • Learn about budgeting terms and timeframes
  • Learn about tools that help with budgeting
  • Identify a local budgeting services provider
  • Prepare a personal budget
  • Learn how to monitor a budget over time
  • 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