MPF201

NCEA Level 2 Maths & Personal Finance 201

Course Description

Teacher in Charge: L. MacEwan

Maths & Personal Finance 201


This course is for students who would like to know more about personal finance including such things as budgeting, credit, taxation, investment, banking etc. The course aims to help students manage their own financial situations at University and beyond. The course is unit standard based but students can gain Merit and Excellence grades.

There is a need to be able to articulate your thoughts independently both through discussion and in written form.



Recommended Prior Learning

An acceptable level of aptitude towards mathematical studies as judged by the HOD of Mathematics. Can be done in conjunction with another mathematics course.

Pathway

Credit Information

Total Credits Available: 24 credits.
Internally Assessed Credits: 24 credits.

Assessment
Description
Level
Internal or
External
Credits
L1 Literacy Credits
UE Literacy Credits
Numeracy Credits
U.S. 4252 v8
NZQA Info
Produce a personal targeted CV (curriculum vitae)

Further assessment opportunities will not be offered for this standard inline with NZQA guidelines

Level: 2
Internal or External: Internal
Credits: 2
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 4253 v7
NZQA Info
Demonstrate knowledge of job search skills

Further assessment opportunities will not be offered for this standard inline with NZQA guidelines

Level: 2
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 24695 v3
NZQA Info
Explain taxation and other deductions relating to personal income
Level: 2
Internal or External: Internal
Credits: 2
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 24699 v3
NZQA Info
Make an informed decision relating to personal income and explain its impacts

Further assessment opportunities will not be offered for this standard inline with NZQA guidelines

Level: 2
Internal or External: Internal
Credits: 2
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28092 v3
NZQA Info
Analyse the effect of significant life events at different life stages on personal financial income
Level: 2
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28094 v3
NZQA Info
Produce a balanced household budget and adjust the budget to reflect changing financial circumstances
Level: 2
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28095 v3
NZQA Info
Analyse personal financial investment options
Level: 2
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28096 v3
NZQA Info
Demonstrate understanding of insurance products for personal financial capability
Level: 2
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28097 v2
NZQA Info
Analyse and select banking products and services in relation to personal finances
Level: 2
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
Credit Summary
Total Credits: 24
Total Level 1 Literacy Credits: 0
Total University Entrance Literacy Credits: 0
TotalNumeracy Credits: 0

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