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  • 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...
  • 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,...
  • 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...
  • 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...
  • Choose your Standard Set C pathway
    Standard Set C – Capstone Professional Practice is arguably the most demanding of all of the Standard Sets under the National Certificate in Financial Services (Financial...
    Assessment for Standard Set C - Capstone Professional Practice is via submission of a portfolio of evidence submitted online that is the subject of a competency...
  • 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...
  • Contact us
    Telephone: +64 9 414 1300 Fax: +64 9 442 5098

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

    ...
  • 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....
  • 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...
  • 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:
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