13FMGT

Level 3 Personal Financial Management

Course Description

Teacher in Charge: Mr P. Cowley

The standards offered in this course may be altered at the discretion of the Head of Department.

This course uses Unit Standards for assessment. Students can gain grades of Achieved, Achieved with Merit and Achieved with Excellence that can contribute to their Level 3 NCEA Certificate endorsement. It is currently not possible to gain a subject endorsement in Personal Financial Management as it is fully internally assessed.

Personal Financial Management explores the themes of: managing money and income, setting financial goals, and managing financial risk, at Level 8 of the Financial Capabilities Framework. Successful students will be able to: explain different sources of financial advice, make recommendations about credit options, explain options to increase personal income and monitor changing financial circumstances in order to achieve a goal.

This is not a University approved subject.


Recommended Prior Learning

Open Entry

Credit Information

Total Credits Available: 18 credits.
Internally Assessed Credits: 18 credits.

Assessment
Description
Level
Internal or
External
Credits
L1 Literacy Credits
UE Literacy Credits
Numeracy Credits
U.S. 28098 v3
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. 28099 v2
NZQA Info
Analyse credit options and select strategies to manage personal finances
Level: 3
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28100 v3
NZQA Info
Develop a plan to achieve a long-term personal financial goal(s)
Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28102 v3
NZQA Info
Demonstrate understanding of risk and return on investment for a personal financial investment portfolio
Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28103 v2
NZQA Info
Analyse and select personal financing options for purchasing a property
Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
Credit Summary
Total Credits: 18
Total Level 1 Literacy Credits: 0
Total University Entrance Literacy Credits: 0
TotalNumeracy Credits: 0

Disclaimer

Courses will only run based on minimum entries

Selecting a course does not guarantee entry into this course

You may apply for an exemption if you do not meet the prerequisites of a course or if the course requires this for entry

Standards offered can be altered at the discretion of the HOF or HOD of the Department

Some standards in NCEA courses might be optional depending on student strengths 

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