Qualification Overview

Qualification Title New Zealand Certificate in Personal Financial Capability (Level 3)
Qualification Type Certificate
Level 3
Credits 60
Subject Area
  • Management and Commerce » Banking, Finance and Related Fields » Banking, Finance and Related Fields not elsewhere classified
Strategic Purpose Statement
The purpose of this qualification is to provide individuals with knowledge of money management within personal and financial sector contexts.
It is suitable for individuals who wish to advance their skills and knowledge in personal financial management and may also provide a credential to support individuals wishing to enter employment within a range of businesses and industries.
New Zealand, individuals, and their communities will benefit from an increase in participation in quality financial education and increasing financial literacy.
Graduate profile
Graduates of this qualification will be able to:

- Budget and set personal goals to manage own money and review regularly.
- Manage own income and debt by planning for changing life and financial circumstances and review regularly.
- Monitor own saving and spending using money management strategies and tools.
- Assess potential saving and investment opportunities.
- Apply knowledge of tools and strategies to create and protect assets and wealth as life and financial circumstances change
- Apply knowledge of a range of advisers and institutions in the financial services sector to compare their products, services, roles, and functions.
Education pathways
This qualification recognises a range of financial capabilities that provide a foundation for higher level learning across a range of qualifications, including Business, Business Administration, Small Business Management, and First Line Management.
This qualification leads to the New Zealand Certificate in Financial Services (Level 4) with strands in Banking, Family/Personal Budgeting, and Insurance [Ref: 2247].
Employment pathways
Graduates of this qualification will have skills and knowledge that will strengthen their personal financial capability. These may be applied to a variety of entry level roles across a range of businesses and industries including office administrator or accounts officer, or those who are looking to run their own business.To find out more about employment opportunities click on the CareersNZ logo, then the provider who offers this qualification.
Entry Requirements
N/A
Education Organisation 2 Organisations can assist in gaining this qualification
Developed By The Skills Organisation
Quality Assured By New Zealand Qualifications Authority
Number 2249
Status Current
Created March 2014
Next Review November 2024
Content View full qualification details

Qualification Title

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Te Reo Maori Title

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Matauranga Maori Qualification

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Qualification Type

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Level

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Credits

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Subject Area

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Strategic Purpose Statement

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Graduate profile

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Education pathways

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Employment pathways

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Next Review

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Last Date For Entry

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Entry Requirements

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Education Organisation

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Developed By

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Quality Assured By

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Number

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Status

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Created

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Last Reviewed

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Content

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Discontinued

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