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Education providers

We play a key role in facilitating access to financial literacy education by identifying quality financial literacy education providers and sharing good-practice financial education models.

The following education providers have submitted their financial literacy programmes to the Commission for assessment and have met our criteria.

Massey University Financial Education and Research Centre

Financial literacy education programme

Certificates in personal practice

The following six certificates are aimed at people who want to improve their own financial literacy and the focus is on improving an individual’s knowledge in managing personal finances. However, the tools learned in these courses can also be used when teaching or facilitating personal financial management courses:

  • Understanding your financial world
  • Your pathway to financial success
  • Fundamentals of managing your finances
  • You as a consumer of financial products and services
  • Your financial documents
  • You and the wider economic world

Certificates in professional practice

The following two certificates are designed for people who want to improve their professional practice or are interested in facilitating or teaching financial literacy to others – within their own organisation or in the community. It is assumed that people completing these certificates will already possess content knowledge:

  • Facilitating personal financial management
  • Teaching personal financial management

Advanced Certificate in Personal Financial Management

To obtain the Advanced Certificate in Personal Financial Management, participants are required to complete three certificates from the personal practice section and one certificate from the professional practice section.

For more information

See the Fin-Ed Centre website for more information about enrolment, including eligibility, requirements, course availability, timing of courses and course fees.

Manukau Institute of Technology

Financial literacy education programmes

Money Management

Learn the basics of financial literacy including topics such as credit and borrowing, budgeting skills, financial planning, banking and investments.

For more information

See Money Management at the MIT website

Financial Fitness

Financial Fitness A:  Help get your finances on track. Practical steps to sorting out debt. Topics include banking, saving and budgeting.

Financial Fitness B:  Find out about credit and how to prevent fraud. Learn about the functions of Inland Revenue and their benefits. Learn about KiwiSaver and its associated benefits.

For more information

See the MIT website

Review of financial literacy education providers

In late March 2013, the Commission completed a review and selection of financial literacy education providers. 

Purpose and objectives

The purpose of our review was to establish a recommended list of financial literacy education providers who offer well-regarded, sound financial literacy education programmes to the adult public and in the workplace, delivered by educators with the appropriate training, expertise and relevant experience.   Providers and their programmes needed to meet the Commission’s detailed criteria and be aligned with the National Strategy for Financial Literacy and the financial literacy competency framework for adults as well as having a sustained approach to delivery and demonstrated way of measuring effectiveness, performance and achievement.

The objectives were:

  • To facilitate awareness of and access to a recommended list of financial literacy education providers and education programmes. This is to fulfil the Commission’s role in spreading the word about and encouraging participation in financial literacy education programmes.
  • To gain greater visibility and a better understanding of the effectiveness of financial literacy programmes – by seeking ongoing feedback from the financial literacy education programmes on offer

Scope of the review

The review included:

  • Undertaking a stocktake of who is doing what in terms of financial literacy education
  • Developing a definition of what we consider to be appropriate financial literacy education programmes
  • Establishing detailed criteria for the selection of providers to be listed on the Commission’s website as ‘financial literacy education providers’
  • Establishing a process for the ongoing monitoring and evaluation of providers and their education programmes
  • Setting up a robust and comprehensive application, assessment and ongoing review process for providers

Limitations of the review

The review excluded:

  • The formal school sector (We are aware there are already a number of financial literacy initiatives and education providers operating in the school sector and are exploring these initiatives separately.)
  • Tertiary education providers and industry training organisations, which only deliver financial literacy subjects as embedded components in their industry training or tertiary education programmes (unless they also offer stand-alone specific financial literacy courses)
  • Providers of financial literacy education resources. This is another separate exercise.
  • Providers of other financial education workshops or seminars

Alignment with the National Strategy for Financial Literacy

One of the key requirements of the review was that financial literacy education providers’ programmes, education material and facilitation practices were aligned with the core principles of the National Strategy for Financial Literacy.

Core principles of engagement (PDF 277.45 KB, Jan 2013)

The core principles are designed to ensure the information and facilitation is:

  • Accessible
  • Impartial and not product specific
  • Accurate
  • Learner-centric
  • Evaluated

In addition, we require financial literacy education programmes’ outcomes to be aligned with the Commission’s financial literacy competency framework for adults.

Find a provider or apply to be listed

Find out more about financial literacy education providers and programmes including:


 

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