Domain - Financial Capability

Domain - Financial Capability

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Assessment Standards

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Level 1

Perform income-related calculations for personal finances

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Version 4

24697 Unit Standard 2 Credits

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People credited with this unit standard are able to: calculate gross income for personal finances; describe factors that affect net pay; and determine accuracy of net pay for personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Interpret and confirm accuracy of personal financial documents

Word  PDF

Version 4

24705 Unit Standard 2 Credits

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People credited with this unit standard are able to: interpret information contained in personal financial documents for management of personal finances; and confirm accuracy of the information contained in personal financial documents, and describe actions required to correct financial inaccuracies.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Produce a budget to manage personal finances

Word  PDF

Version 5

24709 Unit Standard 3 Credits

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People credited with this unit standard are able to: demonstrate knowledge of budgeting terms, services and tools; and produce a budget, to manage personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate knowledge of the effect of life stages on personal income

Word  PDF

Version 4

28087 Unit Standard 3 Credits

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People credited with this unit standard are able to demonstrate knowledge of the effect of life stages on personal income.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Describe credit and debt and their impacts on personal finances

Word  PDF

Version 3

28088 Unit Standard 3 Credits

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People credited with this unit standard are able to describe credit and debt and their impacts on personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate knowledge of personal financial goal setting

Word  PDF

Version 4

28089 Unit Standard 3 Credits

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People credited with this unit standard are able to demonstrate knowledge of personal financial goal setting.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate knowledge of selected personal financial saving and investment options that provide financial benefits

Word  PDF

Version 4

28090 Unit Standard 3 Credits

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People credited with this unit standard are able to demonstrate knowledge of selected personal financial saving and investment options that provide financial benefits.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Describe risks and select risk management strategies for personal finances

Word  PDF

Version 4

28091 Unit Standard 3 Credits

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People credited with this unit standard are able to describe risks and select risk management strategies for personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate knowledge of personal credit history

Word  PDF

Version 2

29558 Unit Standard 3 Credits

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People credited with this unit standard are able to demonstrate knowledge of personal credit history.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Level 2

Explain taxation and other deductions relating to personal income

Word  PDF

Version 4

24695 Unit Standard 2 Credits

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People credited with this unit standard are able to explain taxation and other deductions relating to personal income.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Make an informed decision relating to personal income and explain its impacts
This standard has expired and is no longer available.

Version 4

24699 Unit Standard 2 Credits

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People credited with this unit standard are able to make an informed decision relating to personal income and explain its impacts.

Standard-setting body:

NZQA National Qualifications Services

Explain the effect of significant life events on personal income at different life stages

Word  PDF

Version 4

28092 Unit Standard 3 Credits

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People credited with this unit standard are able to explain the effect of significant life events on personal income at different life stages.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Describe tertiary study funding options and potential financial consequences for future choices and responsibilities

Word  PDF

Version 4

28093 Unit Standard 3 Credits

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People credited with this unit standard are able to describe tertiary study funding options and potential financial consequences for future choices and responsibilities.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Produce a household budget, set a financial goal and review and adjust the budget to achieve the goal

Word  PDF

Version 4

28094 Unit Standard 3 Credits

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People credited with this unit standard are able to produce a household budget, set a financial goal and review and adjust the budget to achieve the goal

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Explain personal financial savings and investment options

Word  PDF

Version 4

28095 Unit Standard 3 Credits

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People credited with this unit standard are able to explain personal financial savings and investment options.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Explain insurance products as financial risk management strategies for personal finances

Word  PDF

Version 4

28096 Unit Standard 3 Credits

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People credited with this unit standard are able to explain insurance products as financial risk management strategies for personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Explain and select banking products and services in relation to personal finances

Word  PDF

Version 3

28097 Unit Standard 3 Credits

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People credited with this unit standard are able to explain and select banking products and services in relation to personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Level 3

Evaluate options to increase personal income

Word  PDF

Version 4

28098 Unit Standard 3 Credits

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People credited with this unit standard are able to evaluate options to increase personal income.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Evaluate credit options and select debt management strategies to manage personal finances

Word  PDF

Version 3

28099 Unit Standard 3 Credits

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People credited with this unit standard are able to evaluate credit options and select debt management strategies to manage personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Develop a plan to show how a budget contributes to achieving a long-term personal financial goal

Word  PDF

Version 4

28100 Unit Standard 4 Credits

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People credited with this unit standard are able to develop a plan to show how a budget contributes to achieving a long-term personal financial goal.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

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

Word  PDF

Version 4

28101 Unit Standard 4 Credits

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People credited with this unit standard are able to evaluate savings and investment options and make a plan to create a long-term personal investment portfolio.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate understanding of risk and return on investment for a personal financial investment portfolio
This standard has expired and is no longer available.

Version 4

28102 Unit Standard 4 Credits

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People credited with this unit standard are able to demonstrate understanding of risk and return on investment for a personal financial investment portfolio.

Standard-setting body:

NZQA National Qualifications Services

Analyse and select personal financing options for purchasing a property

Word  PDF

Version 3

28103 Unit Standard 4 Credits

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People credited with this unit standard are able to analyse and select personal financing options for purchasing a property.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Analyse external risk factors and select strategies to manage their impact on personal finances

Word  PDF

Version 3

28104 Unit Standard 3 Credits

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People credited with this unit standard are able to analyse external risk factors and select strategies to manage their impact on personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Data as at 2024-03-28 23:01:08.54