13FN4

13 Financial Capability 4

Course Description

Teacher in Charge: Mrs M. Farquhar

Students will:

• Gain an understanding of financial services available in New Zealand
• Learn to use effective communication and management skills in a number of situations
• Develop a critical understanding of basic financial skills
• Gain knowledge and skills to live and work as a more confident, informed and responsible member of our multi-cultural society


Contributions and Equipment/Stationery

13FN4 - Supplementary costs: Nil

Prerequisites

HoD approval

Credit Information

Total Credits Available: 18 credits.
Internally Assessed Credits: 18 credits.

Assessment
Description
Level
Internal or
External
Credits
L1 Literacy Credits
UE Literacy Credits
Numeracy Credits
U.S. 28103 v2
NZQA Info
Analyse and select personal financing options for purchasing a property

Assessments:
Term: 4, Week: 2

Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28102 v3
NZQA Info
Demonstrate understanding of risk and return on investment for a personal financial investment portfolio

Assessments:
Term: 3, Week: 4

Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28100 v3
NZQA Info
Develop a plan to achieve a long-term personal financial goal(s)

Assessments:
Term: 2, Week: 7

Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28099 v2
NZQA Info
Analyse credit options and select strategies to manage personal finances

Assessments:
Term: 1, Week: 11

Level: 3
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28098 v3
NZQA Info
Evaluate options to increase personal income

Assessments:
Term: 1, Week: 6

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: 18
Total Level 1 Literacy Credits: 0
Total University Entrance Literacy Credits: 0
TotalNumeracy Credits: 0