FPL320

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 credits

Credit Information

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

Total Credits Available: 14
Internal Assessed Credits: 14
External Assessed Credits: 0
Assessment
Description
Level
Internal or
External
Credits
L1 Literacy Credits
UE Literacy Credits
Numeracy Credits
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. 28099 v3
NZQA Info

Evaluate credit options and select debt management 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 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. 28103 v3
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: 14
Total Level 1 Literacy Credits: 0
Total University Entrance Literacy Credits: 0
Total Numeracy Credits: 0