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Financial Literacy

Ochre Business Sorted SeminarsFinancial literacy is an important tool to have as an investor or someone who is looking to build their wealth. To become literate in finances you must first learn the different ways to generate income above and beyond what you are already earning.

Ultimately your financial literacy should lead you to financial freedom but the way you do that varies and depends on what strategies you employ to create your additional wealth. Here at Ochre Business we offer two financial literacy programmes.

Firstly, the Certificate in Money Management is a 20 week programme that looks to transform the way in which you manage your money.

Secondly, the Sorted Seminars are a series of 1 hour focused workshops that have been created by the Commission for Financial Capability.

Please click on a link below to further your Financial literacy.

The Certificate in Money Management – CMM
Sorted Seminars


 

The Certificate in Money Management – CMM

Ochre Business Certificate in Money ManagementThe Certificate in Money Management (CMM) course is designed to help students manage their finances and consider ways in which to grow their financial wealth.
Developed by our client Te Wananga o Aotearoa, the CMM is a practical Level 3 NZQA approved programme that is designed to give you the tools to reach your financial potential!

The ability to manage money is an essential life skill for all New Zealanders, regardless of their age or current income level. The CMM will develop this ability, which will assist you to make better informed decisions and help you reach your financial goals in life.

The CMM programme is a qualification that will provide you with:

• Key skills and knowledge of how to manage your money
• An experienced Facilitator to guide you through the Programme
• Comprehensive programme resources
• Flexibility – the CMM is part-time and can fit around your home/work/business schedule

Best of all, participants will develop a personal financial plan!

Programme Content

The CMM consists of the following four core Modules:

Compulsory Modules Description
Your Money and Debt Management The main purpose of this Module is to help participants develop awareness of both their current financial position and money habits, and, of what they would like to achieve financially.
Wealth Creation & Protection Gain the knowledge required to prepare for financial independence or retirement. Learn various financial products that can be used for retirement savings and the types of insurances that are available, about the use of trusts as a form of asset protection and key considerations involved in estate planning.
Home Ownership & Property Investment Learn key aspects of home ownership & property investment so that you can make an informed decision as to whether this is an appropriate option for you. Develop an understanding of the types of property investments that are available, evaluate home ownership and renting options and identify key issues involved with maintaining and selling investment properties.
Equity and Other Investments This Module will demystify key concepts relating to share markets so that participants can learn how they can effectively participate in this type of investment. Participants will also gain an understanding of general investment terminology and key concepts as well as conduct a basic evaluation of a business for investment purposes.

Entry Criteria

Applicants must:
• Be 16 years of age or older at the commencement of the programme;
• Be a New Zealand citizen / permanent resident;
• Be graduates of a Level 2 qualification or equivalent; or
• Attain competence in a numeracy and literacy pre-assessment that reflects comprehension, writing and numerical abilities for the programme if they have not completed a Level 3 programme that has literacy and numeracy components; and
• Be fully committed to completing the programme.

This programme is not available for international students.

Tuition and Resource Costs

There are NO tuition fees for CMM. Participants will receive their own comprehensive set of CMM resources including detailed lesson plans, modules and workbooks. This programme is available at no cost to participants.

CMM Delivery

Contact
Length: 20 weeks
Format: Part-time and class-based. Each Module will be delivered by a Kaiako (tutor), one session per week (3 hours, usually an evening) and 6 hours of scheduled workshop time per Module.

Potential Careers and Pathways

The CMM provides you with a strong foundation to launch your business study. Graduates will be able to enrol into the TWoA Level 4 programme such as the Certificate in Small Business Management.

Click here to register your interest with us.


 

Sorted Seminars

Sorted logo - Ochre BusinessThink, Shrink and Grow…This is the catch phrase that the sorted seminars use. It talks about thinking about your current financial position, then shrinking your debt so you can grow your wealth. An excellent series of seminars covering:

• Set your goals
• Budgeting
• Managing debt
• Saving
• Investing
• Insurance
• Retirement planning
• Kiwi saver
• Your money in retirement

Each seminar has a booklet to help you remember the lessons and each seminar topic should take about 1 hour. We are a preferred facilitator of these seminars if you would like a seminar please register your interest and one of our staff will contact you soon.

Click here to register your interest with us.

For more information go to:
www.sorted.org.nz

  • Step 1

    Review course information

  • Step 2

    Select desired course

  • Step 3

    Register with Ochre Business and begin your journey

  • Business Entrepreneurship

    Click ‘Read More‘ to build your business entrepreneurship skills.

  • Financial Literacy

    Click ‘Read More‘ to develop money management and wealth creation knowledge.

  • Home Ownership Education

    Click ‘Read More‘ to get the necessary education to help you to purchase your own home.

  • Governance Training

    Click ‘Read More‘ to enhance your organisation’s strategic direction and governance capabilities.

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