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  • Income tax case puts spotlight on professionals
    A Court of Appeal decision could open the floodgates for the Inland Revenue Department to prosecute professionals hiding behind company structures to avoid high personal...
  • Is this the defining moment?
    The potential implications of the Financial Service Providers (Pre-Implementation Adjustments) Bill
    On Friday 11 June, significant changes were announced relating to the Financial Service Providers (Pre-Implementation Adjustments) Bill. The majority of these changes is...
    It is fair to say that right now, there is a degree of confusion within the industry as corporates and individuals absorb this information, reassess their position and...
  • Am I going to fail?
    Demystifying the assessment process
    A non PC explanation of what is in front of you and how to get through.
    Are you getting stressed about having to attain the National Certificate in Financial Services (Financial Advice) (Level 5)? Are you or anyone you know:
  • Participant information
    The learning contract To make the learning environment a safe, secure place to work in we ask you to agree that it is a place where:
  • Course schedule
    Our course schedule is available as a PDF download below. The weeks in which the courses are scheduled to run are indicative only and will be based on adviser demand....
  • Getting started
    Accelerate your learning – study with Strategi’s industry experts
    Strategi is providing training towards the achievement of National Certificate in Financial Services — Financial Advice (Level 5).
    Level 5 can be undertaken by two routes — Adviser Accelerator: Classroom Learning or Distance Learning. A course for beginners, Career Driver,...
  • Course registration
    Enrol now in Level 5 National Certificate in Financial Services
    Congratulations on your decision to study with Strategi Institute.
    To enrol, download the Course registration form.

    Please answer the questions fully, this will help you to complete the enrollment process...
  • Good training equals good money
    Look around the industry today and identify those advisers who you most respect and aspire to emulate.  These top performers often have the following characteristics...
  • About Strategi Institute
    A focus on partnership with flexible learning from industry experts
    The Strategi Institute was established to provide professional development education to financial advisers throughout New Zealand — whether they are independent, in a network...
    We partner with advisers — plus their networks, and corporate employees of QFEs — to help them develop their professional expertise, increase their revenues and grow their...
  • What people say about Strategi Institute
    What people say about our trainers and courses “I found it refreshing that the Strategi Institute tutors all work in the real world of financial advice. The...
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