13FN4

13 Financial Capability 4

Course Description

Teacher in Charge: Michelle 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


Prerequisites

HoD approval

Contributions and Equipment/Stationery

*13FN4* - Supplementary costs: Nil

Credit Information

You will be assessed in this course through all or a selection of the standards listed below.

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. 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

Assessments:
Term: 1, Week: 6

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

Assessments:
Term: 1, Week: 11

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

Assessments:
Term: 2, Week: 7

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

Assessments:
Term: 3, Week: 4

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

Assessments:
Term: 4, Week: 2

Credit Summary
Total Credits: 18
Total Level 1 Literacy Credits: 0
Total University Entrance Literacy Credits: 0
Total Numeracy Credits: 0