Ever feel like money controls your life? Do you wish you understood a bit more about wealth and debt, interest rates, insurances and investment? Can't quite come to grips with the basics?
Managing money is a life skill that most of us are never taught. Take control of your financial future for you and your whānau by learning about money, debt and how to create wealth. You'll learn through lots of practical examples and activities, giving you a clear understanding of each topic.
When you pass this programme, you'll get this qualification:
The purpose of this qualification is to provide tauira with knowledge of money management within personal and financial sector contexts.
It is suitable for tauira who wish to advance their skills and knowledge in personal financial management and may also provide a credential to support people wishing to enter employment within a range of businesses and industries.
Aotearoa, tauira, and their communities will benefit from an increase in participation in quality financial education and increasing financial literacy.
This is a full-time programme that consists of 60 credits delivered over 20 weeks. Throughout the programme you will be required to attend:
In addition to these attendance hours, you'll be expected to complete learning activities designed to enhance your learning for:
Some learning activities will need to be completed online. You'll need to have access to an internet-connected device to participate in this programme.
In some locations this programme may be provided by way of an approved sub-contract arrangement.
To enrol in this programme, a potential student must be:
You'll be in a great place to enrol in one of our other programmes, such as small business management, social services or te reo Māori.I want to use my qualification
With skills at this level you can manage your own personal finances. It will also help in all kinds of office jobs or if you want to run your own business.
Māua ko te Moni - Money and Me | 9 Credits
In this kōnae ako, tauira (students) analyse their past and current personal financial habits with regards to money. They formulate personal financial goals for various time periods and plan to manage their income and spending to meet their goals.
Āku Mahere Moni - My Financial Plans | 20 Credits
In this kōnae ako, tauira put plans in place to help reach their financial goals. They gain experience in budgeting for changing personal circumstances, monitoring their own savings and spending, and analysing spending against a budget. They also learn to review and update their budget using money management strategies and tools.
He Whakapūmau Whare me te Whakahaere Nama - Home Ownership and Debt Management | 11 Credits
This kōnae ako focuses on understanding various forms of personal debt as well as debt management strategies. The kōnae ako then looks at home ownership, including considerations involved with home ownership, evaluating mortgage options, and the use of property as an investment strategy.
Te Whakarite Pūtea me ngā Whakangao - Retirement Planning | 10 Credits
This kōnae ako introduces tauira to the range of investment options and tools available to them to save for retirement or achieve financial freedom. An important component of the kōnae ako involves understanding concepts relating to personal risk profiles, asset classes, and diversification, as well as understanding retirement savings products and considerations.
He Tiaki Rawa - Asset Protection | 10 Credits
In this final kōnae ako, tauira will learn about the need for personal financial risk management and asset protection - that is the use of tools and strategies to protect assets and wealth as life and personal circumstances change. Tauira will also learn about the roles and functions of advisers and institutions within the financial services sector, and how to compare their products and services.
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