Skip to content

In tertiary

For several years the Commission for Financial Literacy and Retirement Income has been working with the Tertiary Education Commission, NZQA, the Industry Training Federation, business and union representatives and tertiary education providers to include financial education as a core part of many tertiary qualifications.

The Commission has developed a Financial Literacy Competency Framework to guide providers as they design and deliver programmes so they cover all the core elements of financial literacy. The framework can also help in evaluating existing programmes.

Free teaching resources for seven unit standards are now available on a range of personal financial management topics such as making wise money decisions, budgeting and tax. They provide an excellent opportunity for developing general numeracy and literacy skills as well as for financial education.

Download the resources

Insert alt text.

These unit standards can be used for NCEA, tertiary and trade qualifications. To find out more, contact your Industry Training Organisation or local education provider.

These unit standards are also suitable for use in foundation skills programmes, adult and community education and workplace learning and are a great resource to increase literacy and numeracy levels.

These resources have been developed with the support of business and union representatives, tertiary education providers and qualification experts.

The seven resource packs (each pack includes a workbook, study guide and facilitators manual) can be used separately or linked together into a progressive course. (One of the unit standards is level 1, five are level 2, and one is level 3).

 
Unit standard Content & downloads Level Credits
24699

Making wise money decisions

L2 2
24710

Making a family or household budget

L2 3
24707

Financial goals and plans

L2 3
24705

Making sense of financial documents

L1 2
24704

Knowing how banks can help you

L2 2
24695

Understanding income and tax

L2 3
24696

Understanding income, credit and tax

L3 5

Help us evaluate these resources

We are very keen to get your feedback on how useful you found these resources. We encourage you to complete the evaluation form which will be sent to you when you download the resources.

Share with us what you’re doing

Please email us at office@financialliteracy.org.nz if you have relevant examples of financial education resources or tools.