The Strategi Institute was established to provide professional development education to financial advisers throughout New Zealand — whether they are independent, in a network or employed by a corporate entity. It is our mission to become the most respected provider of financial adviser training, knowledge and support services in New Zealand.
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 business.
With the advent of the new regulatory requirements, our aim is to guide and support advisers in achieving the new standards, so they can focus on managing their business and continuing to provide a professional service to their clients.
Our aim is to be flexible in the way we deliver our courses so we can meet the needs of advisers with the least disruption to their daily work. This includes a choice between classroom learning and distance learning. It also features assessments that are as close to real life as possible and have no rote learning, testing from memory or ‘against the clock’ testing. We also use the most up-to-date educational technology available, for fast turnaround marking and a superior learning experience.
Our Philosophy
Fundamental to our training design is our belief that for any course to be worthwhile, the content has to be relevant, practical and completely up-to-date.
That is why our training team is made up of elite specialists who are experts in their field, with years of practical experience in the financial services industry.
Our training events and participant materials are designed so that every aspect will provide a practical output for advisers to take back to the workplace. Theory is important; but practical application is essential.
Our Vision
To be the leader in the provision of financial adviser training, knowledge and support services, we are committed to deliver superior client service, innovative solutions, professionalism and value for money delivery.
