sNCPTLZ3

Capitalize

Although next year timetables are yet to be finalised, course selection is now finished. Any changes to student courses will now take place in January.

Course Description

Teacher in Charge: Mr B. Chapman.

Capitalize is a course in financial literacy that covers everything from how to prepare your own budget, evaluating different options to increase your income, banking, insurance and even buying your own home. This course will help prepare you for the financial decisions and financial traps you will be faced with when leaving school and entering the real world.

Credit Information

You will be assessed in this course through all or a selection of the standards listed below.

Total Credits Available: 19
Internal Assessed Credits: 19
External Assessed Credits: 0
Assessment
Description
Level
Internal or
External
Credits
L1 Literacy Credits
UE Literacy Credits
Numeracy Credits
U.S. 28092 v4
NZQA Info

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


Level: 2
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28094 v4
NZQA Info

Produce a household budget, set a financial goal and review and adjust the budget to achieve the goal


Level: 2
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28096 v4
NZQA Info

Explain insurance products as financial risk management strategies for personal finances


Level: 2
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28098 v4
NZQA Info

Evaluate options to increase personal income


Level: 3
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28100 v4
NZQA Info

Develop a plan to show how a budget contributes to achieving a long-term personal financial goal


Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28104 v3
NZQA Info

Analyse external risk factors and select strategies to manage their impact on personal finances


Level: 3
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
Credit Summary
Total Credits: 19
Total Level 1 Literacy Credits: 0
Total University Entrance Literacy Credits: 0
Total Numeracy Credits: 0