L3 Financial Capabilities
Subject Description
Teacher in Charge: Ms K. Schumacher.
This course is designed to give students the opportunity to develop a relationship with money they may receive, earn and inherit.
Students will gain hands-on money tips to inform decisions that will equip them to meet their personal financial goals, whether this is financing options, investments, property, or just managing day to day personal finances.
This is done through establishing what their money personality is, information of services that banks and finance companies offer, money traps, how to avoid debt, loan sharks, taxation and other deductions relating to personal income as well as investing strategies and property financing.
This course will be assessed to a selection of L3 Financial Capabilities Unit Standards.
Assessment is a combination of both graded and ungraded standards. Students will have the opportunity to gain up to 21 credits at L3.
Required Prior Learning
Entry is open.
Subject Credit Information
You will be assessed in this course through all or a selection of the standards listed below.
External
NZQA Info
Evaluate options to increase personal income
Assessments:
Term: 2022-02-17, Week: 2022-02-17
NZQA Info
Evaluate credit options and select debt management strategies to manage personal finances
Assessments:
Term: 2022-02-17, Week: 2022-02-17
NZQA Info
Develop a plan to show how a budget contributes to achieving a long-term personal financial goal
Assessments:
Term: 2022-02-17, Week: 2022-02-17
NZQA Info
Demonstrate understanding of risk and return on investment for a personal financial investment portfolio
Assessments:
Term: 2022-02-17, Week: 2022-02-17
NZQA Info
Analyse and select personal financing options for purchasing a property
Assessments:
Term: 2, Week: 10
NZQA Info
Analyse external risk factors and select strategies to manage their impact on personal finances
Assessments:
Term: 2022-02-17, Week: 2022-02-17