Domain - Financial Capability

Domain - Financial Capability

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Assessment Standards

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Level 1

Perform income-related calculations for personal financial capability

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Version 3

24697 Unit Standard 2 Credits

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People credited with this unit standard are able to, for personal financial capability, calculate gross income; describe factors that affect net pay; and determine accuracy of net pay given relevant information.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Interpret and confirm accuracy of financial documents for personal financial capability

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Version 3

24705 Unit Standard 2 Credits

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

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Produce a balanced budget to manage personal finances

Word  PDF

Version 4

24709 Unit Standard 3 Credits

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

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate understanding of the effect of life stages on personal income

Word  PDF

Version 3

28087 Unit Standard 3 Credits

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People credited with this unit standard are able to demonstrate understanding of the effects of life stage on personal income.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate understanding of credit and debt on personal finances

Word  PDF

Version 2

28088 Unit Standard 3 Credits

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People credited with this unit standard are able to demonstrate understanding of credit and debt on personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate understanding of personal financial goal setting

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Version 3

28089 Unit Standard 3 Credits

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

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

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

Word  PDF

Version 3

28090 Unit Standard 4 Credits

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People credited with this unit standard are able to demonstrate knowledge of personal financial savings and investment options for given scenario(s).

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Explain risks and risk management strategies for personal finances

Word  PDF

Version 3

28091 Unit Standard 3 Credits

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

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate understanding of personal credit history

Word  PDF

Version 1

29558 Unit Standard 2 Credits

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People credited with this unit standard are able to demonstrate understanding 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

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Version 3

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

Word  PDF

Version 3

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.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

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

Word  PDF

Version 3

28092 Unit Standard 3 Credits

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

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Describe the financial responsibilities and consequences of tertiary study funding options

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Version 3

28093 Unit Standard 3 Credits

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People credited with this unit standard are able to describe the financial responsibilities and consequences of tertiary study funding options.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

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

Word  PDF

Version 3

28094 Unit Standard 3 Credits

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People credited with this unit standard are able to produce a balanced household budget and adjust the budget to reflect changing financial circumstances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Analyse personal financial investment options

Word  PDF

Version 3

28095 Unit Standard 3 Credits

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People credited with this unit standard are able to analyse personal financial investment options.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Demonstrate understanding of insurance products for personal financial capability

Word  PDF

Version 3

28096 Unit Standard 3 Credits

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People credited with this unit standard are able to demonstrate understanding of insurance product types for personal financial capability.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

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

Word  PDF

Version 2

28097 Unit Standard 3 Credits

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People credited with this unit standard are able to analyse 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 3

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

Analyse credit options and select strategies to manage personal finances

Word  PDF

Version 2

28099 Unit Standard 3 Credits

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

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

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

Word  PDF

Version 3

28100 Unit Standard 4 Credits

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People credited with this unit standard are able to develop a plan to achieve a long-term personal financial goal(s).

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Create a long-term personal financial investment portfolio

Word  PDF

Version 3

28101 Unit Standard 4 Credits

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People credited with this unit standard are able to create a long-term personal financial 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

Word  PDF

Version 3

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.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Analyse and select personal financing options for purchasing a property

Word  PDF

Version 2

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 the impact(s) of external factors on personal finances

Word  PDF

Version 2

28104 Unit Standard 3 Credits

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People credited with this unit standard are able to analyse the impact(s) of external factors on personal finances.

Consent & Moderation Requirements:

CMR 226 Word PDF

Standard-setting body:

NZQA National Qualifications Services

Data as at 05 May 2021