Qualifications (0)

Unit Standards (16)

Level 1

24697

1 Credits

Perform income-related calculations for personal financial management

24701

2 Credits

Demonstrate an introductory knowledge of credit for personal financial management

24705

2 Credits

Interpret and verify accuracy of personal financial documents

24709

3 Credits

Produce a balanced budget for an individual

Level 2

24695

3 Credits

Demonstrate knowledge of income, taxation, and other deductions for personal financial management

24699

2 Credits

Make an informed decision relating to personal income and evaluate its consequences

24702

2 Credits

Demonstrate knowledge of credit for personal financial management

24704

2 Credits

Demonstrate knowledge of banking products and services for personal financial management

24707

3 Credits

Set a personal financial goal and plan its implementation

24710

3 Credits

Produce a balanced budget for a family or household

25242

4 Credits

Demonstrate knowledge of wealth creation through the personal financial planning process

25246

2 Credits

Demonstrate an introductory knowledge of risk and return for personal financial management

Level 3

24696

5 Credits

Demonstrate knowledge of personal income, credit, and taxation, and the impact of employment decisions on them

24703

3 Credits

Demonstrate and apply knowledge of credit for personal financial management

24708

3 Credits

Set a complex personal financial goal and plan its implementation

25247

3 Credits

Demonstrate knowledge of risk and return, and diversification for personal financial management