Workplace Financial Capability resources

Developing financial capability in the workplace has a triple benefit! It can enhance productivity, support good personal outcomes for workers and their families, and it's a great way to strengthen numeracy skills. Here's some useful resources to support financial capability in your workplace.

Making it go further: a financial numeracy action learning project, National Adult Literacy Agency (NALA)

This report is part of a series of case studies and action-learning projects that describe a range of literacy and numeracy practices and programmes across Ireland. NALA is keenly interested in improving the quality of adult literacy and numeracy teaching and learning based on The Guidelines for Good Adult Literacy Work (NALA 2012). 

1. Information about the Commission for Financial Capability's workplace programmes is available here.

2. Read about Westpac Massey Fin-Ed Centre's Money Smarts @ Work course here. And here is a presentation from the Director of the Centre, Dr Pushpa Wood, about why financial literacy matters in the workplace.

3. NZQA has unit standards at Levels 1-3 available in the domain of Financial Capability (formerly known as Personal Financial Management).  Most of these standards can be awarded with grades (Achieved, Merit or Excellence).  The standards have been reviewed this year and are aligned with Government initiatives.

A matrix of the unit standard titles, levels and credits is available here. The unit standards can be accessed by searching for the unit standard's reference number or classification name on the website. Assessment Support Materials for these standards can be accessed here.

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