Level 2 Money and Finance
Option Selection will be opened again in January 2024. Information is currently being updated and may change at any time.
Option Description
Teacher in Charge: Mr T. Broderick.
This course will enable you to confidently manage your finances and the world of money. Students help top select the topics and unit standards that are assessed, based on their interests. Students who successfully work through this course will enable you to gain over 14 credits at Level 2, with a mix of different styles of assessment being used. The course can cover these topics:
- Bank accounts and services, budgeting
- Borrowing, credit and debt
- Savings and investment including kiwi saver
- Insurance, income and tax and aspects that you will come across when you leave school.
Option Overview
Term 1
Internal Assessment 1 - Insurance
Term 2
Internal Assessment 2- Banking and banking services
Internal Assessment 3 - Savings and Investment
Term 3
Internal Assessment 4 - Borrowing and debt
Internal Assessment 5 - Income and tax
Term 4
Complete all assessments
Recommended Prior Learning
Open entry with HOD approval
Pathway
This course leads into a variety of subjects that continue your journey regarding the management of your money.
Credit Information
You will be assessed in this course through all or a selection of the standards listed below.
External
NZQA Info
Explain taxation and other deductions relating to personal income
NZQA Info
Explain the effect of significant life events on personal income at different life stages
NZQA Info
Describe tertiary study funding options and potential financial consequences for future choices and responsibilities
NZQA Info
Produce a household budget, set a financial goal and review and adjust the budget to achieve the goal
NZQA Info
Explain insurance products as financial risk management strategies for personal finances
NZQA Info
Explain and select banking products and services in relation to personal finances
Pathway Tags
Marketing Manager, Marketing Executive, Sales Manager, Banker, Market Researcher, Advertising, Sports Marketer, Events Manager, Teacher, Small Business Manager, Financial Analyst, Product Manager, Product Development, Human Resources Advisor, Recruitment Manager, Entrepreneur (in your own business), Journalist, Investment Banking, Retail Buying, Retail Management, Public Relations Officer, Bank Management, Distribution & Logistics Management, Insurance Underwriter, International Market Developer, Property Manager, Property Valuer, Property Developer, Insurance Underwrit,
Disclaimer
NCEA Levels 1, 2 & 3 courses will be made up of a selection of the stated standards. This will happen at the beginning of the year with the assigned teacher.