
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. The price will vary depending upon:
- What route you take — Classroom Learning or Distance Learning.
- Whether course materials need to be purchased to enable completion of the assessments.
- Whether you are paying for the course yourself or whether someone is subsidising your education.
Strategi is currently not providing RPL and RCC until details concerning how consistency within the industry can be achieved is confirmed. It is anticipated this may be clarified by early 2010. Indicative pricing for the completion of level 5 is shown below. However, please note that these are not final prices and the only way to identify the total price if undertaking RPL/RCC is to undertake a Gap Analysis report with Strategi.
Adviser Accelerator (Classroom Learning)
The price for the Level 5 Adviser Accelerator (Classroom Learning) route will vary, depending upon what modules are taken by advisers. Pricing is indicative only and subject to change:
- Core Knowledge: NZ$1,497 plus GST
- Capstone Knowledge: $TBA
- Capstone Professional Practice: NZ$1,847 plus GST
- Specialist Standards 3 day modules: NZ$1,497 plus GST
Total: NZ$4,841 plus GST (estimate only)*
Adviser Accelerator (Distance Learning)
The retail price for the Level 5 Adviser Accelerator (Distance Learning) route is:
- Core Knowledge (Standard set A): NZ$618 plus GST
- Capstone Knowledge (Standard set B): $TBA
- Capstone Professional Practice (Standard set C): NZ$968 plus GST
- Specialist Standards (Standard set D): NZ$618 plus GST
Total: a minimum of NZ$2,204 plus GST (estimate only)*
* Prices are subject to change due to ETITO changes to Unit Standards. 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.

