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Certificate in Money Management

Level 3,     20 Weeks,     Fee - Free

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Warren Retzlaff_Testimonial and New Tuto
This course was beneficial for my children and I, as it gave us the tools we needed to manage our finances so that we could be well prepared for the future

Warren Retzlaff

Programme Overview

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?

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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.

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This programme is delivered by Atek Business Solutions on behalf of Te Wananga o Aotearoa, the programme owner.

You'll learn about:

  • your current financial position

  • your money habits

  • step-by-step goal setting

  • debt management

  • how to create and protect wealth

  • planning for retirement

  • property investment

  • KONAE 1
    Money and me (3 Weeks) Analyse past and current personal financial habits with regards to money Formulate personal financial goals for various time periods Plan to manage income and spending to meet your goals
  • KONAE 2
    My Financial Plans (7 Weeks) Plan and prepare a budget to allow for changing personal circumstances Monitor your own savings and spending Review and update your personal budget using money management strategies and tools
  • KONAE 3
    Home Ownership & Debt Management (4 Weeks) Personal and consumer debt Evaluate personal debt management strategies Understanding processes and considerations involved with home ownership Evaluate mortgage options Understanding the use of property as an investment strategy
  • KONAE 4
    Investment Options Retirement Savings Products and Considerations Personal Risk Profiles Asset Classes and Diversification
  • KONAE 5
    Asset Protection (3 Weeks) Personal financial risk management and asset protection Tools and strategies to protect assets and wealth as life and personal circumstances change Roles and functions of advisors and institutions within the financial services sector - comparing their products and services

Where will this take you?

  • With skills at this level you can effectively manage your own personal finances. These skills will also prove useful in administrative roles, or in the establishment of your own business.
     

  • This course provides a solid foundation for further up-skilling; upon completion you'll be in a position to apply for our small business courses, or any other Level 3 or 4 course in business, management, governance or leadership.

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  • You'll graduate with an NZQA qualification i.e NZ Certificate in Personal Financial Capability and Financial Services Level 3 as well as a Te Wananga o Aotearoa Certificate in Money Management Level 3.

Eligibility:

  • At least 16 years of age.  Must be a school leaver

  • Citizen or permanent resident of New Zealand

Start Dates:

Te Wananga o Aotearoa MANGERE CAMPUS - Semester A 2024

15 Canning Crescent, Mangere Auckland 2024
 

  • Tuesday Night Class - 12th of March 2024

  • Class will be online via Zoom

  • Workshops will be face to face at the Mangere campus



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