Mapping Money and Finance Skills Units to NatWest ...



Below are some additional resources from NatWest’s MoneySense for Schools which learners can complete during the course (). We have indicated which part of the Unit they are suitable for, but note they don’t satisfy the Assessment Criteria - tutors are required to write their own assignments or use those provided by Edexcel or the Nationwide Education Student Log .

|Unit 1 |Money Matters for Career Planning |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Know how earnings are calculated |1.1 describe differences in ways individuals | | | |

| |are paid | | | |

| |1.2 outline information about deductions made|Money for Life (14-18)|2 Paul the plumber |Wsheet 1 – Meet Paul |

| |from earnings | | |Wsheets 2 , 3 & 4– Paul’s Payslip |

| |1.3 calculate take-home pay for different |Money for Life (14-18)|4 Life Choices |Wsheet 2 - Your job |

| |earnings | | | |

|2 Understand how career choice affects personal|2.1 explain how career choice affects |Money for Life (14-18)|4 Life Choices |Wsheets 8, 9 &10 – My future my money |

|finance |financial stability | | |Wsheet 11- Life Choices |

| | | | |Wsheet 12- Circle of Life |

|3 Know qualifications and earnings for career |3.1 describe qualifications and earnings for | | | |

|choices |preferred careers | | | |

|Unit 2 |Managing Money Matters |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Know how to pay for goods and services |1.1 describe different ways to pay for |Bank On It (11-14) |2 It’s your turn to get banking |Wsheet 4 – Using an ATM Wsheet 5 - Services |

| |different goods and services | | |offered by ATMs |

| | | | |Wsheet 6 – Cheques |

| | | | |Wsheet 7 – Filling in Cheque Wsheets 9 & 10 |

| | | | |– Paying with Plastic Wsheet 11 – Debit Cards|

|2 Understand saving |2.1 explain reasons to save |Bank on it (11-14) |1 What do banks do? |Wsheet 1 – Joe’s Dilemma Wsheet 2 –Vox Pops |

| | | | |Wsheet 1 – Raising Money |

| | | | | |

| | |The Credit File | | |

| | |(11-14) |1 Saving and Borrowing | |

| |2.2 review methods of saving |Money for Life |2 Paul the plumber |Wsheet 7 – Pensions |

| | |(14-18) | | |

|3 Be able to plan a personal budget |3.1 present a personal budget for a month|Bank On It (11-14) |3 Balancing Act |Wsheet 3 – It’s your turn to manage your |

| | | | |money |

| | | | |Wsheet 1 – Meet Samara |

| | |Money for Life | |Wsheet 2 – Samara’s spending |

| | |(14-18) |1 Samara’s Student Budget |Wsheet 4 – Your own budget Wsheets 5 & 6– |

| | | | |The weekly shop |

| |3.2 identify ways savings can be made in | | | |

| |a personal budget | | | |

|Unit 3 |Support with Money Matters |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Know financial benefits available for |outline financial support for students |Money for Life (14-18) |1 Samara’s Student Budget |Wsheet 3 – Sources of student income |

|designated groups of people | | | | |

| |identify financial support for people unable | | | |

| |to work | | | |

|2 Understand debt management |2.1 explain reasons for planned borrowing |The Credit File (11-14) |1 Saving and Borrowing |Wsheet 1 – Raising Money |

| | | | |Wsheet 2 – The Cost of Borrowing |

| | | | |Wsheet 3- Debt Dilemmas Wsheet 4 – A National|

| | | | |Issue Wsheet 5 – Is Debt always a bad thing? |

| |2.2 outline ways to borrow money for |The Credit File(11-14) |2 Lenders |Wsheets 1, 2 & 3 - Lenders |

| |expensive items | | |Wsheet 4 – Lender’s Quiz |

| | | | | |

| |2.3 identify sources of support for managing |The Credit File (11-14) |3 Dealing with debt |Wsheet 1 – Getting into debt |

| |debt | | |Wsheet 3 - Getting out of debt |

| | | | |Wsheet 4 – Spread the Word Work sheet quiz |

| | | | |and answer check |

|Unit 4 |National and Global Money Matters |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Know about taxation |identify different taxes |No resources for any of this Unit |

| |1.2 outline the services provided by taxes | | | |

|2 Understand ethical shopping |2.1 explain reasons to shop ethically | | | |

| |2.2 describe ways to make ethical choices | | | |

| |when shopping | | | |

| | | | | |

|3 Understand about exchanging currencies |3.1 describe why it is important to know | | | |

| |exchange rates before changing money | | | |

| |3.2 calculate currency exchanges for | | | |

| |different countries using money calculators | | | |

|Unit 5 |Planning an Enterprise Activity |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Know how to select a suitable enterprise |1.1 describe the strengths and weaknesses of |We’re in Business |1 Grand Opening |Wsheet 1 – The brief |

|activity |generated ideas for an enterprise activity |(11-14) | | |

|2 Know appropriate roles and skills |2.1 list roles and the practical and personal|We’re in Business |1 Grand Opening |Wsheet 2- Allocating Team roles |

|required for the enterprise activity |skills required for the enterprise activity |(11-14) | |Wsheets 3 &4 – Personality and Skills Quiz |

| | | | | |

| | | | |Wsheet 1 – The project begins! |

| | | |2 The Project Manger | |

|3 Understand the costs involved in |3.1 use basic calculations to show the cost |We’re in Business(11-14)|4 The Catering Consultant |Wsheet 1 – The menu |

|producing and selling a product or service |of items and processes related to producing | | |Wsheets2 &3 – Menu Costings sheet |

| |and selling the product or service | | | |

| |3.2 use basic calculations to show the final |We’re in Business(11-14)|3 The Finance Officer |Wsheet 1- Keeping track of the budget |

| |pricing of the product or service | | |Wsheet 3 - Costings Sheet |

| | | | | |

| | | |6 The Final Presentation |Wsheet 1 – Keeping on track – taking advice |

|3 Know appropriate promotional techniques |4.1 provide appropriate promotional materials|We’re in Business(11-14)|1 Grand Opening |Wsheet 5 – Dreaming up name |

| | | | |Wsheet 6 – To theme or not to theme? |

| | | | | |

| | | | |Wsheet 1 – Putting out the word |

| | | |5 The Marketing Executive |Wsheet 2 – Marketing Planner |

| | | | |Wsheet 3 - Invite a Celebrity Wsheet 4 – Get |

| | | | |Designing |

|Unit 6 |Running an Enterprise Activity |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Know how to increase the likelihood of |1.1 describe features which would lead to the|We’re in Business |2 The project manager |Wsheet 1 – The Project Begins |

|success in an enterprise activity |effective delivery of a chosen enterprise |(11-14) | | |

| |activity | |5 The marketing Executive | |

| | | | |Wsheet 1 – Putting out the word |

| | | | |Wsheet 2 – Marketing Planner |

|2 Be able to complete an enterprise |2.1 demonstrate selling a product or service,| | | |

|activity |taking into account the practical and | | | |

| |personal skills needed | | | |

|3 Be able to review the success of the |3.1 produce records to show the success and | | | |

|enterprise activity |failures of the enterprise activity | | | |

|Unit 7 |Working and Earning |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

| |explain the difference between a salary and a| | | |

| |wage | | | |

|2 Understand deductions shown on a payslip |2.1 explain the difference between gross and | | | |

| |net pay | | | |

| |2.2 give examples of how income tax is |Money for Life(14-18) |4 Life Choices |Wsheet 2 - Your job |

| |calculated | | | |

| |2.3 outline why National Insurance | | | |

| |contributions are deducted from pay | | | |

|3 Understand how choice of career can |3.1 compare earnings of different career |Money for Life (14-18) |4 Life Choices |Wsheets 8, 9 &10 – My future my money |

|affect financial stability |choices | | |Wsheet 11- Life Choices |

| | | | |Wsheet 12- Circle of Life |

| |3.2 explain how different employment types |Money for Life (14-18) |4 Life Choices |Wsheets 13 & 14 – Financial Implications |

| |affect financial stability | | | |

|Unit 8 |Saving and Spending |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Know how to save money |suggest ways to save money which apply to |Money for Life (14-18) |4 Life Choices |Wsheets 1, 3, 4, 5 ,6 &7– Staying in Control|

| |different aspects of own lifestyle | | | |

| | | | |Wsheet 6 – Savings |

| | | | |Wsheet 7 – Pensions |

| | | |Paul the Plumber | |

| | | | | |

| |suggest a savings account which meets own | | | |

| |needs | | | |

|2 Understand government benefits |2.1 explain financial benefits provided for | | | |

|available to designated groups of people |people unable to work | | | |

|unable to work | | | | |

|3 Understand sources of financial support|explain financial benefits for students |Money for Life (14-18) |1 Samara’s Student Budget |Wsheet 3 – Sources of student income |

|for students | | | | |

|4 Know how to balance a personal budget |4.1 prepare a plan showing a personal income |Bank On It (14-16) |Making Your Money Work for |Wsheet1 – Budgeting for a holiday 1 |

| |and expenditure for a month | |you |Wsheet2– Budgeting for a holiday 2 |

| | | | |Wsheet 3 – Your personal budget |

| | | | | |

| | | | |Wsheet 1 – Meet Samara |

| | | |1 Samara’s Student Budget |Wsheet 2 – Samara’s spending |

| | |Money for Life (14-18) | |Wsheet 4 – Your own budget |

| | | | |Wsheets 5 & 6– The weekly shop |

| |4.2 prepare a forecast for a designated |Bank On It (14-16) |5 Making Your Money Work for|Wsheet 4 – Filling in a budget planner |

| |period which estimates income and expenditure| |you |Wsheet 5 – Amending your budget |

| |4.3 identify strategies to ensure income does|Money for Life (14-18) |4 Life choices |Wsheet 3, 4, 5 6 & 7– Staying in Control |

| |not exceed expenditure | | | |

|Unit 9 |Borrowing Money and Managing Risk |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Understand the risks when borrowing |compare ways of borrowing money for expensive|Bank on it (14-16) |4. To borrow or not to |Wsheet 1 &2 – Borrowing |

|money |items | |Borrow? | |

| | | | | |

| | |The Credit File (14-16) |Lenders |Wsheets 1, 2, 3 &4- Types of Money Lender |

| | | | | |

| | | | |Wsheet 1 – Meet Eve + video |

| | |Money For Life (14-18) |3 Eve and Jason’s Mortgage |Wsheet 2 – Mortgage planning |

| | | | |Wsheet 3 –Mortgage repayments |

| |describe the risks involved in borrowing |The Credit File (14-16) |1 Saving and Borrowing |Wsheet 1 – Raising Money |

| |money | | |Wsheet 2 – The cost of Borrowing |

| | | |3Adam’s Story | |

| | | | |Wsheets 1&2 – Meet Adam |

| | | | |Wsheet 3 – Moving out |

| | | | |Wsheet 4 – What is APR? |

| | | | |Wsheets 6, 7 & 8 – Borrowing Options |

| | | | | |

| | | | |Wsheet 1 – Meet Jessica |

| | | |4 Jessica’s Story |Wsheets 2 &3 – Jessica’s budget |

| | | | |Wsheets 4 &5 Pro and Cons |

| |explain different types of debt |The Credit File (14-16) |1 Saving and Borrowing |Wsheet 3 Debt Dilemmas |

| | | | |Wsheet 5 – A National Issue |

| | | | |Quiz |

| |illustrate ways to avoid unnecessary debt | | | |

|2 Understand the need for insurance |2.1 explain the purpose of different types of| | | |

| |insurance | | | |

|Unit 10 |Using Methods of Payment |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Understand forms of payment for goods and|describe different forms of payment |Bank On It (14-16) |2 It’s your turn to get |Wsheet 4 – Using an ATM |

|services | | |banking |Wsheet 5 - Services offered by ATMs |

| | | | |Wsheet 6 – Cheques |

| | | | |Wsheet 7 – Filling in Cheque |

| | | | |Wsheet 9 & 10 – Paying with Plastic |

| | | | |Wsheet 11 – Debit Cards |

| |compare advantages and disadvantages of | | | |

| |different types of payment | | | |

| |select appropriate forms of paymnt fr diff | | | |

| |goods & servs | | | |

|2 Understand regular payment methods |2.1 explain ways of making regular payments |Bank On It (14-16) |2 It’s your turn to get |Wsheet 12 – Internet Banking 1 |

| | | |banking |Wsheet 13 – Internet Banking 2 |

|3 Know how payments for goods and services |3.1 describe documents needed to keep track |Bank On It (14-16) |2 It’s .. get banking |Wsheet 14 – Internet Banking 3 |

|are recorded |of payments | |3 Balancing Act |Wsheet 1- Bank Statements |

| | | | |Wsheet 2 – Understanding a Bank Statement |

| | | | |Wsheet 3 – Its your turn to manage money |

| | | | |Wsheet 4 – Your Statement |

|Unit 11 |Using Money Abroad |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Understand foreign currencies |1.1 explain why currencies fluctuate | | | |

|2 Understand how to manage money abroad |2.1 compare ways to pay for good s and | | | |

| |services abroad | | | |

| |2.2 explain how to ensure financial safety | | | |

| |abroad | | | |

|3 Be able to plan costs for a trip abroad |3.1 estimate costs for a trip abroad within a| | |Interactive game - |

| |given budget | | | |

| | | | |Holiday Planner - The true cost of a dream |

| | | | |holiday |

|Unit 12 |Using Money to Help Others |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Understand ethical spending |1.1 examine different factors which influence|No resources for any of this Unit |

| |how people spend money | |

| |1.2 explain ways to shop ethically | | | |

|2 Understand giving to charities |2.1 identify ways to give to charity | | | |

| |2.2 review the activities of one charity | | | |

|3 Be able to raise funds for a charity |3.1 as a group, participate in a fund-raising| | | |

| |activity for a charity | | | |

| |3.2 assess effectiveness of own contribution | | | |

| |to the activity | | | |

|Unit 13 |Economic and Business Understanding |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Know about changing patterns of |1.1 describe changing patterns of local, |No resources for any of this Unit |

|employment and their effect on learning and|national, European and global employment | |

|work opportunities | | |

| |1.2 outline the effect of changing patterns | | | |

| |of employment on learning and work | | | |

| |opportunities | | | |

|2 Understand the organisation of economic |2.1 discuss economic and business | | | |

|and business environments |environments | | | |

| |2.2 explain economic and business terms | | | |

| |2.3 explain ways in which businesses use | | | |

| |finance | | | |

|3 Know the skills and qualities required by|3.1 identify the skills and qualities | | | |

|employers |required by employers | | | |

| |3.2 describe how own the skills and qualities| | | |

| |can be developed and adapted to suit needs of| | | |

| |employers | | | |

|Unit 14 |Planning an Enterprise Activity |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets |

|The learner will: |The learner can: | | | |

|1 Understand how to choose a viable |1.1 describe key aspects of a viable product |We’re in Business ( |1 Grand Opening |Wsheet 1 – The brief |

|enterprise activity |or service |14-16) | | |

| |1.2 describe why people might want to buy |We’re in Business ( |1 Grand Opening |Wsheet 5 – Dreaming up a name |

| |their product or service |14-16) | |Wsheet 6 – To theme or not to theme? |

|2 Draw upon a plan for an enterprise |2.1 prepare a plan for implementing for an |We’re in Business ( |1 Grand Opening |Wsheet 2 – Allocating Team roles |

|activity |enterprise activity |14-16) | | |

| | | | |Wsheet 1 – The project begins! |

| | | |2 The Project manager | |

| | | | | |

| | | |The Finance Officer |Wsheet1 – Keeping track of the budget |

| | | | |Wsheet 3 – Costings Sheet |

| | | |The Catering Consultant | |

| | | | |Wsheet 1 – the menu |

| | | |The Marketing Executive |Wsheets 2&3 – Menu Costings sheet |

| | | | | |

| | | | |Wsheet 1 – Putting out the word |

| | | | |Wsheet 2 Marketing Planner |

|3 Understand the risks involved in running |3.1 assess the main risks that may occur in | | | |

|the enterprise activity |implementing the enterprise activity | | | |

|Unit 15 |Running an Enterprise Activity |NatWest MoneySense for Schools Resources |

|Learning Outcomes |Assessment Criteria |Module |Topic |Worksheets and onscreen activities |

|The learner will: |The learner can: | | | |

|1 Be able to provide a strategy to ensure |1.1 explain the features of an effective strategy |We’re in Business ( |7 Planning Ahead |Wsheet 1- Business planning |

|the success of an enterprise activity |to ensure success for their enterprise activity |14-16) | |Wsheet 2 – Up and Running |

| | | | |Wsheets 3 &4 – Looking ahead |

|2 Be able to complete an enterprise |2.1 demonstrate selling the product or service, | | | |

|activity using appropriate skills and |taking into account the practical and personal | | | |

|procedures |skills needed, including customer care procedures | | | |

| |2.2 explain the importance of handling money | | | |

| |correctly in an enterprise activity | | | |

|3 Be able to evaluate the success of the |3.1 use financial records to explain the reasons | | | |

|enterprise activity |for the success or failure of the enterprise | | | |

| |activity | | | |

|4 Know how to review their personal |4.1 describe their role in the enterprise activity| | | |

|involvement in an enterprise activity |and any skills they have gained | | | |

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