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About Strategi InstituteStrategi Institute provides professional development education to financial advisers and those in the financial services industry, throughout New Zealand — whether they...
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Best practice and complianceToday there isn’t a single financial service business that doesn’t understand the need for active (not passive) risk management to be seamlessly integrated into all facets of...
- David Greenslade, Managing Director of Strategi and the Strategi Institute, recently addressed an adviser conference on the subject of adviser regulations and the...
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Our teamOur 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...
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Advice to advisersWe 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...
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National Certificate Level 5Standard Set C – Capstone Professional Practice is arguably the most demanding of all of the Standard Sets under the National Certificate in Financial Services (Financial...
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The best of both worldsIf you want to become an expert, you have to learn from an expert. Strategi’s Institute classroom learning combines the best of hands-on tuition with the most up-to-...
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Meeting the new targetsFrom 1 January 2012, all AFAs will be required to meet a minimum number of hours each year on further training and education. Strategi Institute has developed a number...
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Corporate EducationIf 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...
