Personal Financial Management Unit Standard

Level 1, Credits 3, Version 2

GOAL SETTING –

HOW TO HIT YOUR TARGET

US 28089

Demonstrate understanding of personal financial goal setting

The Unit Standard 28089 covers learning about financial goals and the importance of setting goals in order to achieve long-term objectives. You will practise setting and making a budget and will learn about the benefit of monitoring set budgets and making any necessary adjustments

The consequences of decisions made regarding financial goal setting will also be studied.

Personal Financial Management Unit Standard 28089 2

All slides are open for editing.

This slide resource is designed to compliment the US 28089 Student Workbook.

We suggest you use these slides to:• Stimulate classroom discussion

• View useful videos and website links (internet connection required)

• Help prepare students for assessment

Personal Financial Management Unit Standard 28089 3

Personal Financial Management Unit Standard 28089 4

GOAL SETTING

Clear, simple advice to setting SMART financial goals.

3 minutes

Personal Financial Management Unit Standard 28089 5

A quick, funny video highlighting the effect of small spending making a big money leak.

2.5 minutes

TRACK YOUR SPENDING