Pre-summit workshops were held on Thursday 13 June at The Langham Hotel, Auckland. 

Financial fitness for students in the 21st century

9.30am – 4.30pm (lunch included)

Developing our students’ financial capability in schools

Young people face a myriad of financial decisions from an early age. Empowering and equipping them with the tools they need to make sound financial decisions is vital in our fast paced world. This practical, hands-on workshop provided ideas and inspiration for primary and secondary teachers who are interested in helping students become more financially adept. Participants explored:

  • the ways in which current resources can be used
  • the links with financial capability and the New Zealand Curriculum; including the key competencies and learning areas
  • how financial contexts can be used to support the development of literacy and numeracy.

Attendees heard from a range of presenters including students and teachers involved in financial literacy programmes in their schools, as well as educators involved with the development of financial capability of our young people.

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What works? Research and evaluation in financial literacy

9.00am – 3.30pm (lunch included)

What’s the relationship between financial education, financial literacy and financial wellbeing, and the state of knowledge about what works?  Case studies highlighted the different but complementary methodologies employed by researchers and evaluators, and led to a discussion of strategies for building financial capability and effectiveness. 


  • Dr Malcolm Menzies, Commission for Financial Literacy and Retirement Income
  • Dr Pushpa Wood, Director, Fin-ed Centre, Massey University
  • Dr Aaron Gilbert, Senior Lecturer, School of Finance, Auckland University of Technology
  • Anne Alkema, Evaluator, Heathrose Research

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​Investor education: Your chance to contribute to NZ’s action plan 

10.00am – 12.30pm (followed by lunch at 12.30pm)

At this workshop Gerri Walsh provided an insight into investor education from a US perspective. This was followed by an interactive discussion on New Zealand’s investor education framework and action plan, recently developed by a public and private sector taskforce.

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Financial education with Māori 

1.30pm – 5.30pm (lunch prior to the workshop at 12.30pm)

This workshop discussed current initiatives and ideas that help Māori to have the appropriate skills to improve their financial wellbeing, and that of their own whānau, hapū and iwi.

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