Domain - Personal Financial Management

Domain - Personal Financial Management

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All unit standards registered on the Directory of Assessment Standards may be accessed here. 

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Assessment Standards

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Level 1

Demonstrate an introductory knowledge of credit for personal financial management
This standard has expired and is no longer available.

Version 2

24701 Unit Standard 2 Credits

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People credited with this unit standard are able to demonstrate an introductory knowledge of credit for personal financial management.

Standard-setting body:

NZQA National Qualifications Services

Level 2

Demonstrate knowledge of credit for personal financial management
This standard has expired and is no longer available.

Version 2

24702 Unit Standard 2 Credits

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People credited with this unit standard are able to demonstrate knowledge of credit for personal financial management.

Standard-setting body:

NZQA National Qualifications Services

Demonstrate knowledge of banking products and services for personal financial management
This standard has expired and is no longer available.

Version 2

24704 Unit Standard 2 Credits

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People credited with this unit standard are able to, for personal financial management; describe banking products and services; evaluate costs and benefits of personal bank accounts; and select and justify the most appropriate account for a given situation.

Standard-setting body:

NZQA National Qualifications Services

Set a personal financial goal and plan its implementation
This standard has expired and is no longer available.

Version 2

24707 Unit Standard 3 Credits

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People credited with this unit standard are able to: set a personal financial goal; gather information to inform the goal; make and evaluate a spending decision; and plan the implementation of the goal.

Standard-setting body:

NZQA National Qualifications Services

Produce a balanced budget for a family or household
This standard has expired and is no longer available.

Version 2

24710 Unit Standard 3 Credits

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People credited with this unit standard are able to: use a financial plan to identify family or household members' goals and priorities; and produce and maintain a balanced budget for a family or household.

Standard-setting body:

NZQA National Qualifications Services

Demonstrate knowledge of wealth creation through the personal financial planning process
This standard has expired and is no longer available.

Version 2

25242 Unit Standard 4 Credits

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People credited with this unit standard are able to: describe wealth and wealth creation opportunities; demonstrate knowledge of investment methods and types; describe the personal financial planning process for wealth creation; and demonstrate knowledge of the characteristics and consequences of financial scams.

Standard-setting body:

NZQA National Qualifications Services

Demonstrate an introductory knowledge of risk and return for personal financial management
This standard has expired and is no longer available.

Version 2

25246 Unit Standard 2 Credits

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People credited with this unit standard are able to demonstrate an introductory knowledge of risk and return, and risk management strategies for personal financial management.

Standard-setting body:

NZQA National Qualifications Services

Level 3

Demonstrate knowledge of personal income, credit, and taxation, and the impact of employment decisions on them
This standard has expired and is no longer available.

Version 2

24696 Unit Standard 5 Credits

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People credited with this unit standard are able to, for personal financial management: differentiate personal income from credit and compare credit options; demonstrate knowledge of taxation and other deductions relating to income; describe the impact of employment decisions or changes on marginal tax rates and government entitlement levels, and the effect on net personal income; and explain legislative requirements and sources of advice in relation to income.

Standard-setting body:

NZQA National Qualifications Services

Demonstrate and apply knowledge of credit for personal financial management
This standard has expired and is no longer available.

Version 2

24703 Unit Standard 3 Credits

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People credited with this unit standard are able to, for personal financial management: demonstrate knowledge of the elements of contracts relating to credit; and compare alternative forms of credit.

Standard-setting body:

NZQA National Qualifications Services

Set a complex personal financial goal and plan its implementation
This standard has expired and is no longer available.

Version 2

24708 Unit Standard 3 Credits

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People credited with this unit standard are able to: set a complex personal financial goal; gather information to inform a spending decision to achieve the complex personal financial goal; make and evaluate the spending decision; and plan the implementation of a complex personal financial goal.

Standard-setting body:

NZQA National Qualifications Services

Demonstrate knowledge of risk and return, and diversification for personal financial management
This standard has expired and is no longer available.

Version 2

25247 Unit Standard 3 Credits

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People credited with this unit standard are able to demonstrate knowledge of risk and return, asset protection planning, and diversification for personal financial management.

Standard-setting body:

NZQA National Qualifications Services

Data as at 17 August 2022