
Financial Capability
EACH RESOURCE PACK BELOW INCLUDES
Learner Workbook – Teacher’s notes – Assessment – Assessment Sample Answers – E-files
Level 1

US 24697 v4b
Credits 2

US 24705 v4a
Credits 2

US 24709 v5a
Credits 3

US 28088 v3a
Credits 3

US 28089 v4a
Credits 3



Level 2

US 24695 v4a
Credits 2

US 28092 v4a
Credits 3

US 28094 v4a
Credits 3

US 28096 v4a
Credits 3

US 28097 v3a
Credits 2



Level 3

US 28098 v4d
Credits 3

US 28099 v3a
Credits 3

US 28100 v4a
Credits 4
Unit Standards: Financial Capability NZQA Domain
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US | Title | Price* | Level | Credits | Version |
24697 | Perform income-related calculations for personal finances | $329 | 1 | 2 | 4 |
24705 | Interpret and confirm accuracy of personal financial documents | $329 | 1 | 2 | 4 |
24709 | Produce a balanced budget to manage personal finances | $349 | 1 | 3 | 5 |
28088 | Describe credit and debt and their impacts on personal finances | $349 | 1 | 3 | 3 |
28089 | Demonstrate knowledge of personal financial goal setting | $349 | 1 | 3 | 4 |
24695 | Explain taxation and other deductions relating to personal income | $349 | 2 | 2 | 4 |
28092 | Explain the effect of significant life events on personal income at different life stages | $359 | 2 | 3 | 4 |
28094 | Produce a household budget, set a financial goal and review and adjust the budget to achieve the goal | $359 | 2 | 3 | 4 |
28096 | Explain insurance products as financial risk management strategies for personal finances | $359 | 2 | 3 | 4 |
28097 | Analyse and select banking products and services in relation to personal finances | $359 | 2 | 3 | 3 |
28098 | Evaluate options to increase personal income | $359 | 3 | 3 | 4 |
28099 | Analyse credit options and select strategies to manage personal finances | $359 | 3 | 3 | 3 |
28100 | Develop a plan to show how a budget contributes to achieving a long-term personal financial goal | $369 | 3 | 4 | 4 |