Max Your Money Skills

MAX Your Money Skills

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Produced by
pfeg, funded by Santander
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Max Your Money Skills pfeg MAX Your Money Skills screen shot

An engaging online resource which encourages students (14-18 yrs) to analyse their own approach to money management by completing a quiz and then working their way through a personalised Action Plan.



The engaging and attractive tool leads young people through a series of questions that delve into their attitudes to money and will help identify the areas around money issues they have for development.

The first few questions allow for one of four ‘money personality’ types to be associated with the student, and then continues by asking them specific questions about individual circumstances (such as whether they have a part-time job, etc.) and attitudes toward money.

The Action Plan direct students through a series of lively, age appropriate activities and online resources to support their developing awareness of personal finance issues. Teachers can choose to lead activities as directed by the needs of their students. The students' individual Action Plans can be printed or emailed.

The tool has been written for young people to use independently, but it is also supported by additional teacher materials: eleven topic sheets which contain activities and resources, linked to the actions that young people will get from the online tool, together with 16 associated resource sheets.

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Minimum age: 
14 years
Maximum age: 
18 years
Special education needs: 

Severe learning difficulties: would need Teaching Assistant support. Medium learning difficulties: support would be needed in parts

Gifted and talented: 

Opportunities for gifted and talented pupils to extend their learning.

Planning frameworks
Shown below is how this resource maps against the PFEG Financial Education Planning Frameworks.

Themes and subthemes are highlighted by the online tool and help to explore attitudes. However, it is only by subsequently engaging with the resultant action plan that the student will increase knowledge and skills. Alternatively teacher input from the support materials will have similar effects. Therefore learning outcomes shown on this form are heavily dependent on actions carried out.

Comments & reviews
Quality Mark assessors comments: 

This is a terrific idea that I believe will be of great benefit to students as it targets their individual needs and enables them to learn independently.

The idea of developing a personalised action plan, based on an online questionnaire means that pupils will have a purpose for their learning. 

The range of online activities are varied and encourage young people to research financial issues, understand their financial situation and take appropriate and informed action with regards to their finances.

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