Financial Capability assessment support material

Resources and guidance for this domain

Resources are available for the following Financial Capability assessment standards to show how the merit and excellence grades in these standards can be meaningfully assessed.

A Financial Capability assessment standards matrix is available:

Financial Capability assessment standards matrix [DOCX, 28 KB]

The following resources were developed to support the previous versions of the Financial Capability Unit Standards. Assessors will need to modify activities and tasks to align with the new versions. Updates of these resources will be produced in due course.

The ASM for level 3 standard 28101 has been updated to show how to assess using graded assessment criteria.

Assessment standard resources

Standard ID Level Title Resources
28087 1 Demonstrate understanding of the effect of life stages on personal income

Guidelines for assessors [PDF, 293 KB]

Guidelines for students [DOCX, 1.4 MB]

28088 1 Demonstrate understanding of credit and debt on personal finances

Guidelines for assessors [PDF, 386 KB]

Guidelines for students [DOCX, 2.1 MB]

28089 1 Demonstrate understanding of personal financial goal setting

Guidelines for assessors [PDF, 493 KB]

Guidelines for students [DOCX, 2.1 MB]

28090 1 Demonstrate knowledge of personal financial saving and investment options for given scenario(s)

Guidelines for assessors [PDF, 514 KB]

Guidelines for students [DOCX, 2.3 MB]

 28091  1 Explain risks and risk management strategies for personal finances

Guidelines for assessors [PDF, 531 KB]

Guidelines for students [DOCX, 2.5 MB]

 28092  2 Analyse the effect of significant life events at different life stages on personal financial income

Guidelines for assessors [PDF, 388 KB]

Guidelines for students [DOCX, 2.7 MB]

 28093 2 Describe the financial responsibilities and consequences of tertiary study funding options  

Guidelines for assessors [PDF, 538 KB]

Guidelines for students [DOCX, 2.6 MB]

 28094 2 Produce a balanced household budget and adjust the budget to reflect changing financial circumstances  

Guidelines for assessors [PDF, 498 KB]

Guidelines for students [DOCX, 2.5 MB]

28095 2 Analyse personal financial investment options   [PDF, 87 KB]

Guidelines for assessors [PDF, 434 KB]

Guidelines for students [DOCX, 2.3 MB]

28096 2 Demonstrate understanding of insurance products for personal financial capability

Guidelines for assessors [PDF, 493 KB]

Guidelines for students [DOCX, 2 MB]

28097 2 Analyse and select banking products and services in relation to personal finances

Guidelines for assessors [PDF, 401 KB]

Guidelines for students [DOCX, 2.4 MB]

28098 3  Evaluate options to increase personal income

Guidelines for assessors [PDF, 515 KB]

Guidelines for students [DOCX, 2.4 MB]

28099 3 Analyse credit options and select strategies to manage personal finances

Guidelines for assessors [PDF, 521 KB]

Guidelines for students [DOCX, 2.2 MB]

28100 3  Develop a plan to achieve a long-term personal financial goal(s)

Guidelines for assessors [PDF, 543 KB]

Guidelines for students [DOCX, 2.1 MB]

28101 3 Evaluate savings and investment options and make a plan to create a long-term personal investment portfolio

Guidelines for assessors [PDF, 585 KB]

Guidelines for students [DOCX, 2.6 MB]

28102 3 Demonstrate understanding of risk and return on investment for a personal financial investment portfolio

Guidelines for assessors [PDF, 414 KB]

Guidelines for students [DOCX, 2.6 MB]

28103 3  Analyse and select personal financing options for purchasing a property

Guidelines for assessors [PDF, 291 KB]

Guidelines for students [DOCX, 1.9 MB]

28104 3  Analyse the impact(s) of external factors on personal finances

Guidelines for assessors [PDF, 314 KB]

Guidelines for students [DOCX, 2.2 MB]

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These documents are intended as guides only, to support assessors and candidates. It is expected that assessors will use them as tools to develop their own assessments in a way that is relevant to the context in which their assessment occurs. They are not teaching plans.

Feedback

Users of these resources are encouraged to share their feedback to NZQA National Qualifications Services:

Email NQS

Questions or feedback?