Strategi Institute is a natural complement to Strategi’s existing compliance, software and marketing services. The Institute concentrates on providing real world qualifications and courses to meet the needs of advisers and those in the financial services industry.
For larger organisations, Strategi Institute can tailor its training programs according to the organisation’s volumes of people, timeframes for delivery, and personal capability to deliver.
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 have attained Unit Standard 4098 as a minimum, or an equivalent training qualification. We can support your staff in achieving that Unit Standard, if necessary. Strategi Institute will still manage the External Assessment component of any modules delivered via in-house trainers.
We can customise course content for your staff, incorporating background on your company, your systems and practices and examples from your own product range.
In addition to AFA training, Strategi Institute has developed a series of customised courses for networks and corporates relating to:
- National Certificate in Financial Services Level 4, suited to QFE staff, paraplanners and adviser support staff.
- QFE staff training on the regulations, legislation, identifying what is advice, plus new systems and processes.
- CPD courses in areas such as productivity enhancement, time management, building referral relationships and selling skills.
- Secretary and PA training.
Discounted course fees are available for larger groups. Contact us to find out about the various options available and how the Strategi Institute and Strategi can tailor its services to assist your organisation.
