Assessment Schedule Unit standard 28090 Title Demonstrate knowledge of personal financial saving and investment options for given scenarios Level 1 Credits 4 Version 3 Task Evidence/Judgements for achievement Evidence/Judgements for achievement Evidence/Judgements for achievement with merit with excellence ER 1.1 Six types of personal financial saving and Six types of personal financial saving and Six types of personal financial saving and Task 1 investment options (KiwiSaver or managed investment options (KiwiSaver or managed investment options (KiwiSaver or managed funds, term deposits, property, shares, funds, term deposits, property, shares, funds, term deposits, property, shares, business ownership and bank account) are business ownership and bank account) are business ownership and bank account) are described in terms of risk, reward and described in terms of risk, reward and described in terms of risk, reward and length of time. length of time. length of time. See sample answers for Task 1. See sample answers for Task 1. See sample answers for Task 1. Note: Sample answers have been Note: Sample answers have been Note: Sample answers have been provided for Answers for provided for Answers for provided for Answers for ‘KiwiSaver’ only. ‘KiwiSaver’ only. ‘KiwiSaver’ only. the other five options will need to be the other five options will need to be the other five options will need to be developed. developed. developed.
Assessment Schedule Unit standard 28090 Title Demonstrate knowledge of personal financial saving and investment options for given scenarios Level 1 Credits 4 Version 3 Task Evidence/Judgements for achievement Evidence/Judgements for achievement with merit Evidence/Judgements for achievement with excellence ER 1.1 Task 1 Six types of personal financial saving and investment options (KiwiSaver or managed funds, term deposits, property, shares, business ownership and bank account) are described in terms of risk, reward and length of time. See sample answers for Task 1. Note: Sample answers have been provided for ‘KiwiSaver’ only. Answers for the other five options will need to be developed. Six types of personal financial saving and investment options (KiwiSaver or managed funds, term deposits, property, shares, business ownership and bank account) are described in terms of risk, reward and length of time. See sample answers for Task 1. Note: Sample answers have been provided for ‘KiwiSaver’ only. Answers for the other five options will need to be developed. Six types of personal financial saving and investment options (KiwiSaver or managed funds, term deposits, property, shares, business ownership and bank account) are described in terms of risk, reward and length of time. See sample answers for Task 1. Note: Sample answers have been provided for ‘KiwiSaver’ only. Answers for the other five options will need to be developed.
28090-v3-Assessor-guidelines.docx