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  • Adviser update
    New legislation and regulation to be aware of
    From 1 October 2011, the content of the Standard Set B: Capstone Knowledge of the Code exam is changing. This change is as a result of recently enacted legislation...
    Download our guide

    The good news is that if you have already passed the exam, then you do not need to re-sit. However, you DO NEED to...
  • Advice to advisers
    Best Practice grows business value: Regard it as an investment not an expense
    We all begrudge paying money when we don’t see the need to do so and have not paid it in the past. I am frequently reminded of this fact when an adviser asks to speak...
    The adviser often becomes cost conscious when it is suggested to them that they should engage Strategi to conduct regular best practice compliance reviews on their...
  • Real estate advisers
    Land investment products and the real estate industry
    The Financial Advisers Act 2008 (FAA 2008) categorises a land investment product (for example a property syndicate or proportionate title scheme) as a category 1 product....
    If you are a real estate agent or an investment property specialist advising on land investment products, and are not associated with, or part of, a QFE, then the...
  • Corporate Education
    Corporate Education Programmes — a total education solution
    If your focus is on getting your financial adviser network, risk advisers and support staff qualified with National Certificate Level 4 or 5, or you want to bring QFE staff...
    Strategi Insitute is an acknowledged leader in providing holistic, real world training that translates to business growth, best practice systems and greater profitability...
  • National Certificate Level 4
    The National Certificate in Financial Services Level 4 is ideal for QFE staff (including customer services representatives), adviser support staff and paraplanners. It is...
    The programme is offered as two compulsory modules, with candidates able to choose their remaining modules based on their role and interest. The two main options are an...
  • It’s time for a paradigm shift: Lifestyle to business
    At a recent corporate adviser conference, David Greenslade, Managing Director of Strategi Ltd and Strategi Institute Ltd stated that now is the time for many ‘one man band’...
    Greenslade believes that 1 December (when the majority of the Code of Professional Conduct comes into play) will herald the start of a major shift in the attitude of...
  • Gift duty to be abolished
    On 1 November 2010, the Government announced that it will abolish gift duty effective from 1 October 2011. This is great news for the clients of financial advisers who have...
    There are currently in excess of 225,000 family trusts in New Zealand and the Government estimates trusts incur costs of approximately $70M per annum in costs associated...
  • National Certificate Level 5
    Putting examination “deadline” in perspective
    ETITO has recently announced that it has imposed a deadline of 29 October 2010 for advisers to register and book their Standard Set B assessment in order to guarantee access...
    By 29 October 2010, all financial advisers must:

    Be registered with ETITO, and Have made an examination reservation for a date between 29 October 2010...
  • National Certificate Level 5
    Why do 98% of advisers choose classroom study?
    Strategi Institute offers distance learning and classroom based courses. However, of the 1200 plus advisers currently registered with the Strategi Institute to undertake the...
    Research provided via Strategi Institute’s corporate clients and individual candidates indicates the following:
  • National Certificate Level 5
    Your one stop solution for Standard Set B
    Concerned about how to successfully pass Standard Set B - Capstone Knowledge of the Code?
    Standard Set B assessment is a 1-hour online multi-choice examination administered by ETITO. To successfully complete Standard Set B, a candidate must pass every section...
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