Domain - Financial Capability

Domain - Financial Capability

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Assessment Standards

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Level 1
24697 Unit Perform income-related calculations for personal finances
2 Credits
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24705 Unit Interpret and confirm accuracy of personal financial documents
2 Credits
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24709 Unit Produce a budget to manage personal finances
3 Credits
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28087 Unit Demonstrate knowledge of the effect of life stages on personal income
3 Credits
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28088 Unit Describe credit and debt and their impacts on personal finances
3 Credits
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28089 Unit Demonstrate knowledge of personal financial goal setting
3 Credits
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28090 Unit Demonstrate knowledge of selected personal financial saving and investment options that provide financial benefits
3 Credits
Word  PDF
28091 Unit Describe risks and select risk management strategies for personal finances
3 Credits
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29558 Unit Demonstrate knowledge of personal credit history
3 Credits
Word  PDF
Level 2
24695 Unit Explain taxation and other deductions relating to personal income
2 Credits
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24699 Unit Make an informed decision relating to personal income and explain its impacts
This standard is expiring. The last date for assessment to take place is 31 December 2022.
2 Credits
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28092 Unit Explain the effect of significant life events on personal income at different life stages
3 Credits
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28093 Unit Describe tertiary study funding options and potential financial consequences for future choices and responsibilities
3 Credits
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28094 Unit Produce a household budget, set a financial goal and review and adjust the budget to achieve the goal
3 Credits
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28095 Unit Explain personal financial savings and investment options
3 Credits
Word  PDF
28096 Unit Explain insurance products as financial risk management strategies for personal finances
3 Credits
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28097 Unit Explain and select banking products and services in relation to personal finances
3 Credits
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Level 3
28098 Unit Evaluate options to increase personal income
3 Credits
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28099 Unit Evaluate credit options and select debt management strategies to manage personal finances
3 Credits
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28100 Unit Develop a plan to show how a budget contributes to achieving a long-term personal financial goal
4 Credits
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28101 Unit Evaluate savings and investment options and make a plan to create a long-term personal investment portfolio
4 Credits
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28102 Unit Demonstrate understanding of risk and return on investment for a personal financial investment portfolio
This standard is expiring. The last date for assessment to take place is 31 December 2022.
4 Credits
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28103 Unit Analyse and select personal financing options for purchasing a property
4 Credits
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28104 Unit Analyse external risk factors and select strategies to manage their impact on personal finances
3 Credits
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