L3FICA

L3 Financial Capability

Course Description

Teacher in Charge: Mrs N. Poffley

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 Capability 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.



Course Credit Information

Total Credits Available: 21 credits.
Internally Assessed Credits: 21 credits.

Assessment
Description
Level
Internal or
External
Credits
L1 Literacy Credits
UE Literacy Credits
Numeracy Credits
U.S. 28098 v4
NZQA Info
Evaluate options to increase personal income
Level: 3
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28099 v3
NZQA Info
Evaluate credit options and select debt management strategies to manage personal finances
Level: 3
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28100 v4
NZQA Info
Develop a plan to show how a budget contributes to achieving a long-term personal financial goal
Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28102 v4
NZQA Info
Demonstrate understanding of risk and return on investment for a personal financial investment portfolio
Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28103 v3
NZQA Info
Analyse and select personal financing options for purchasing a property
Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28104 v3
NZQA Info
Analyse external risk factors and select strategies to manage their impact on personal finances
Level: 3
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
Credit Summary
Total Credits: 21
Total Level 1 Literacy Credits: 0
Total University Entrance Literacy Credits: 0
Total Numeracy Credits: 0

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