Level 3 Financial Planning
Course Description
This course is designed to help students take control of their financial futures. Students will learn the basics of money management and long-term financial planning.
The course starts with analysing ways to increase personal wealth and exploring financial options for purchasing property.
All credits are unit standards-based.
Recommended Prior Learning
Level 2 credits
Contributions and Equipment/Stationery (Approximate)
To be advised
Assessment Information
This is an internal course and offers 14 Level 3 Unit Standards creditsCredit Information
You will be assessed in this course through all or a selection of the standards listed below.
External
NZQA Info
Evaluate options to increase personal income
NZQA Info
Evaluate credit options and select debt management strategies to manage personal finances
NZQA Info
Develop a plan to show how a budget contributes to achieving a long-term personal financial goal
NZQA Info
Analyse and select personal financing options for purchasing a property