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  • Contact us
    Telephone: +64 9 414 1300 Fax: +64 9 442 5098

    Postal address PO Box 301426, Albany North Shore 0752 Auckland, New Zealand

    ...
  • Disclaimers
    By viewing and using this website you will be deemed to agree to this disclaimer and the included privacy statement without qualification. If you do not agree to be bound by...
    References to currency are in New Zealand dollars. This information is governed by, and has been prepared under New Zealand law for the supply of the services...
  • Why study with Strategi?
    The Strategi Institute is a professional training organisation dedicated to providing high quality practical training for financial advisers who need to obtain a Certificate...
    Strategi will develop additional courses and on-line educational material to enable advisers to eventually obtain higher qualifications plus develop skills enabling them...
  • Our advice to advisers
    The Strategi Institute recognises that there is a lot of anxiety and confusion amongst advisers at the moment about what to do with regard to training for the National...
    Our advice to you is:
  • 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...
  • 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...
  • 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...
  • 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....
  • 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...
  • Useful links
    Institute of Financial Advisers A professional body for financial planners, insurance advisers and investment advisers...
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