Section outline

  • Understanding Your Financial World

    Welcome to Understanding Your Financial World!

    Events on the other side of the world, as well as more locally, impact daily on the lives of New Zealanders. Those events influence us in a number of ways, including affecting our personal finances. At the end of this course you will be able to demonstrate that you are aware of what some of those influences are and how they affect your financial world.

    This course is intended to provide the background for you to manage your personal financial plans and understand the implications of changes, whether globally, regionally, nationally or locally, on your personal finances and the management of your personal financial plans. The course is a stand-alone course, although it can be taken as a contributing course for the Advanced Certificate in Personal Financial Management. The coursework is not intended to be onerous, as we fully understand that you need to fit the coursework around your work and family lives. The course cannot, therefore, be comprehensive and is not intended to qualify you to give financial advice in a professional capacity. If you wish to study to become a financial adviser after this course there are courses available for you to do this. If you find that you finish the required coursework quickly and are interested in learning more, some suggested material and activities are provided. These are entirely optional and you do not have to study or complete them.

    At the end of this course, you should be able to read the news with a more critical view of its impact on your personal financial plans.

    We have included a guide to using this site. If you have any problems navigating your way through or using this site please refer to the guide.

    • The News forum link below is to remind you that we will post news and announcements about the course using this forum.  You do not have to do anything as the news will be automatically sent to the e-mail address you have given us. If you click on the link the forum will show all the news that we have posted. You cannot reply or comment in this forum. If you want to comment on what has been posted, or ask a question about the course or any of the topics, please use the Course discussion link below.

    • News forum

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      Your tasks for this week

      Activity

      Please open the link to Course discussion below and share your objectives and expectations for the course and how you think you might use your learning. This is your opportunity to suggest topics that might not be covered in this, or other, Fin-Ed Centre courses.

    • Course discussion Forum

    • Please update your profile; click on this link getting started guide for instructions on how to do this.

    • Your final task this week is to start a reflective journal. A reflective journal helps you to learn and make sense of your learning. A link is provided to some background material for writing a reflective journal and some tips on how to write one. A template is also provided to help you to do this. Maintain your reflective journal throughout this course and submit it at regular intervals. A submission link will be provided in the weeks the journal is due.

    • Guidelines for maintaining a reflective journal File
    • Template for reflective journal File