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  • 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...
  • Don’t take your eyes off your business
    Distance Learning with Strategi
    In today’s business climate, it’s not easy to spend time away from your job studying. Strategi Institute makes getting your qualifications simply a matter of logging onto...
    Once enrolled, go to our website, log on using the username and password we give you, and you will be directed to your personal account page.

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  • The best of both worlds
    Classroom Learning with Strategi
    If you want to become an expert, you have to learn from an expert. Strategi’s Classroom Learning combines the best of hands-on tuition with the most up-to-date technology in...
    We guarantee you will gain more from your studies than just a certificate. Classroom Learning will open your eyes to new ways of doing things, greater understanding of...
  • Our team
    An industry-focused, regulation-driven, expanding team
    Our team of trainers, assessors and mentors comprises industry professionals who are exceptional in their field of expertise. All are required to have achieved the National...
    All of our trainers have been involved in the financial services industry for a number of years either as insurance or investment advisers, trainers, mentors or assessors...
  • Useful links
    Institute of Financial Advisers A professional body for financial planners, insurance advisers and investment advisers...
  • Learning with Strategi
    Strategi Institute is a new educational facility offered by Strategi Limited, a leading provider of financial adviser training and support services in New Zealand.
    Over the last ten years Strategi has helped growing advisory practices come to grips with changes in best practice systems, software solutions and brand, web and...
  • How much will it cost to complete my Certificate?
    It is difficult to give an accurate price for how much it will cost to complete the Certificate in Financial Services as the circumstances of each adviser is different....
  • Frequently asked questions
    Who is the Strategi Institute? David Greenslade is the Managing Director of Strategi Limited. He is an industry leader in training and business development for...
  • For experienced advisers
    Adviser Accelerator – Classroom or Distance Learning
    Available now. For experienced and practicing advisers who would like the opportunity to update their skills and knowledge through guided tuition, plus an opportunity to...
    The Adviser Accelerator course is designed to get students through the course in the best, most efficient time possible. To assist in this, the course is offered in two...
  • Networks and corporates
    Custom courses for larger organisations
    Networks and corporates already work with Strategi in a variety of ways. Strategi Institute is a natural complement to Strategi’s existing compliance, software and marketing...
    A licensing arrangement is available for larger organisations with their own in-house trainers delivering our modules. We do require anyone who delivers our modules to...
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