Domain - Financial Capability
All unit standards registered on the Directory of Assessment Standards may be accessed here.
TOP > Core Generic > Core Generic > Financial Capability
| 0 Qualifications | 24 Assessment Standards (24 Units) | View Education Organisations with Consent to Assess |
Qualifications
No qualifications currently registered at this level. Also check fields and sub-fields.
Assessment Standards
Show education organisations, CMR & purpose »
| Level 1 | ||||||
| 24697 | Unit |
Perform income-related calculations for personal finances |
2 Credits |
|
||
| 24705 | Unit |
Interpret and confirm accuracy of personal financial documents |
2 Credits |
|
||
| 24709 | Unit |
Produce a budget to manage personal finances |
3 Credits |
|
||
| 28087 | Unit |
Demonstrate knowledge of the effect of life stages on personal income |
3 Credits |
|
||
| 28088 | Unit |
Describe credit and debt and their impacts on personal finances |
3 Credits |
|
||
| 28089 | Unit |
Demonstrate knowledge of personal financial goal setting |
3 Credits |
|
||
| 28090 | Unit |
Demonstrate knowledge of selected personal financial saving and investment options that provide financial benefits |
3 Credits |
|
||
| 28091 | Unit |
Describe risks and select risk management strategies for personal finances |
3 Credits |
|
||
| 29558 | Unit |
Demonstrate knowledge of personal credit history |
3 Credits |
|
||
| Level 2 | ||||||
| 24695 | Unit |
Explain taxation and other deductions relating to personal income |
2 Credits |
|
||
| 24699 | Unit |
Make an informed decision relating to personal income and explain its impacts This standard has expired and is no longer available. |
2 Credits | |||
| 28092 | Unit |
Explain the effect of significant life events on personal income at different life stages |
3 Credits |
|
||
| 28093 | Unit |
Describe tertiary study funding options and potential financial consequences for future choices and responsibilities |
3 Credits |
|
||
| 28094 | Unit |
Produce a household budget, set a financial goal and review and adjust the budget to achieve the goal |
3 Credits |
|
||
| 28095 | Unit |
Explain personal financial savings and investment options |
3 Credits |
|
||
| 28096 | Unit |
Explain insurance products as financial risk management strategies for personal finances |
3 Credits |
|
||
| 28097 | Unit |
Explain and select banking products and services in relation to personal finances |
3 Credits |
|
||
| Level 3 | ||||||
| 28098 | Unit |
Evaluate options to increase personal income |
3 Credits |
|
||
| 28099 | Unit |
Evaluate credit options and select debt management strategies to manage personal finances |
3 Credits |
|
||
| 28100 | Unit |
Develop a plan to show how a budget contributes to achieving a long-term personal financial goal |
4 Credits |
|
||
| 28101 | Unit |
Evaluate savings and investment options and make a plan to create a long-term personal investment portfolio |
4 Credits |
|
||
| 28102 | Unit |
Demonstrate understanding of risk and return on investment for a personal financial investment portfolio This standard has expired and is no longer available. |
4 Credits | |||
| 28103 | Unit |
Analyse and select personal financing options for purchasing a property |
4 Credits |
|
||
| 28104 | Unit |
Analyse external risk factors and select strategies to manage their impact on personal finances |
3 Credits |
|
||