Partners & links
Following on from the National Strategy for Financial Capability, the Exchange was established to help improve financial literacy through powerful and practical initiatives.
We have an emphasis on sustainable and enduring behaviour change, helping people to get ahead financially and improve their lives.
The Exchange is an initiative coordinated by the Commission for Financial Capability to further build the financial capability of New Zealanders. It's a collaborative partnership between members of the financial services sector and the public sector, with the Governor-General, Lt Gen The Rt Hon Sir Jerry Mateparae as its patron.
Benefits of the partnership
The Exchange aims to deliver innovative and effective financial literacy initiatives, benefiting from:
- Centralised effort
- Shared learnings
- A national footprint
- Scalability of projects
- Agreement on prioritisation of goals
You can find out more about the Exchange at the official website.
The Exchange harnesses the collective power of government, the finance sector and NGOs to work together to tackle financial capability issues.
Exchange projects are supported by partners committed to sharing their resources such as digital channels, distribution mechanisms and human capital. It amplifies the reach of some existing projects, such as Money Week, and supports new initiatives.
Our projects include:
- The Warehouse Wiri – a workplace programme pilot
- The Warehouse Wainuiomata – a retail centre workplace programme
- OECD Summit – hosting the OECD International Network of Financial Educators Summit in New Zealand in 2016
- Randwick Park – a community financial capability course designed and delivered for a Māori and Pacific audience
Feel free to email us if you have any questions about the Exchange or would like to suggest a new project for us to consider.
New Zealand financial education links
Fin-Ed Centre (Financial Education and Research Centre), Massey University
NZQA National Qualifications Services offers unit standards in domain Financial Capability (previously Personal Financial Management). These were listed on the Directory of Assessment Standards in July 2016 after being reviewed over 2015-16. For more information on the outcome of this review please download the Review of Personal Financial Management unit standards change report.
To access the matrix of the unit standard titles, levels and credits see: Financial Capability Matrix.
The unit standards can be accessed by searching for the unit standard's reference number or classification name.
The last date for assessment of previous versions of the unit standards is 31 December 2018.
New Zealand financial capability links
Unravelling financial jargon, Write Limited
A free e-book full of plain language alternatives for financial words and expressions.
New Zealand financial support services links
OECD financial capability links
OECD financial education database
The OECD financial education database provides access to:
- Details of financial literacy/capability programmes by country
- Financial capability articles and research
Other international financial capability links
Prosper Canada: Canadian Centre for Financial Literacy (CCFL)
These links are additional to those included in the OECD International Gateway for Financial Education database (see above).
My Money – The United States government’s financial education website
Squared Away Blog – Financial Security Project at Boston College
The Financial Literacy Centre – Three institutions bring together a wide selection of research partners pioneering studies on financial literacy
Financial Literacy and Ignorance (Professor Annamaria Lusardi's blog)
FINRA Investor Education Foundation – Research and educational projects
508 Finance – a fully accessible financial literacy site for the sight impaired
Take Charge America Institute – University of Arizona
Practical Money Skills for Life – Visa’s financial literacy programme
TheSimpleDollar.com - an independent guide to personal finance
Credit Card Insider Academy - a guide to consumer credit