MPF301

NCEA Level 3 Maths & Personal Finance 301

Course Description

Teacher in Charge: L. MacEwan

Maths & Personal Finance
This course follows on from MPF201 to develop the ideas in personal finance including investments, house financing, long term goals, Insurance and Kiwi Saver. The aim is 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.

NOT a UE Approved Subject


Recommended Prior Learning

An acceptable level of aptitude towards mathematical studies at Level 2 as judged by the HOD of Mathematics.

Credit Information

Total Credits Available: 25 credits.
Internally Assessed Credits: 25 credits.

Assessment
Description
Level
Internal or
External
Credits
L1 Literacy Credits
UE Literacy Credits
Numeracy Credits
U.S. 28098 v3
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 v2
NZQA Info
Analyse credit options and select 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 v3
NZQA Info
Develop a plan to achieve a long-term personal financial goal(s)
Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28101 v3
NZQA Info
Create a long-term personal financial investment portfolio
Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28102 v3
NZQA Info
Demonstrate understanding of risk and return on investment for a personal financial investment portfolio
Level: 3
Internal or External: Internal
Credits: 4
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
U.S. 28103 v2
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
U.S. 28104 v2
NZQA Info
Analyse the impact(s) of external factors on personal finances
Level: 3
Internal or External: Internal
Credits: 3
Level 1 Literacy Credits: 0
University Entrance Literacy Credits: 0
Numeracy Credits: 0
Credit Summary
Total Credits: 25
Total Level 1 Literacy Credits: 0
Total University Entrance Literacy Credits: 0
TotalNumeracy Credits: 0

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