Certificate in Money Management

Level 3,     20 Weeks,     Fee - Free

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?

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 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

Learning Modules

KONAE 1


Money and Me (3 Weeks)

  • Money Attitudes
  • Money Habits
  • Financial Goals
  • Strategies to manage financial change




KONAE 2


My Financial Plans (4 Weeks)

  • Personal budgets
  • Analyse spending against budgets
  • Prioritising spending and planning for large expenditure
  • Financing large purchases




KONAE 3


Home Ownership & Debt Management (4 Weeks)

  • Personal and consumer debt
  • Strategies to reduce debt
  • Home Ownership – process, requirements and financing
  • Leveraging – Buying multiple homes for investment




KONAE 4


Savings and Investments (5 Weeks)

  • Planning and Saving for your retirement
  • Identifying your risk profile
  • Develop an investment portfolio
  • Diversification of investments




KONAE 5


Wealth Protection (4 Weeks)

  • Protecting your assets
  • Insurances
  • Trusts
  • Estate planning
  • Professional Financial Advisors





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.

  • 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 2020

15 Canning Crescent, Mangere Auckland 2022
 

  • Tuesday Night Class - 3rd of March 2020



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