Continuing Professional Development
| Number of advisers | Package (10 hours) | Individual modules (1 hr each) |
|---|---|---|
| 1-9 | $390 + GST per adviser/year | $55 + GST |
| 10-29 | $360 + GST per adviser/year | $50 + GST |
| 30+ | $320 + GST per adviser/year | $45 + GST |
Short Courses
| Course | Distance | Classroom |
|---|---|---|
| QROPS (2 days) | $775 + GST | $1890 + GST |
| Traditional Insurance Policies (1/2 day) | $137 + GST per adviser/year | $236 + GST |
Conferences
| Conference | Cost |
|---|---|
| PortfolioConstruction Forum Markets Summit 14 Feb 2012, Sydney |
AUD $318.75 + GST |
| PortfolioConstruction Forum Symposium (NZ) 15-16 May 2012, Auckland |
$TBA |
| PortfolioConstruction Forum Masterclass 21 August 2012, Sydney |
AUD $345 + GST |
| PortfolioConstruction Forum Conference 22-23 August 2012, Sydney |
AUD $676 + GST |
| Behavioural Finance (NZ) 1 day, in New Zealand (date and location TBA) |
$TBA |
National Certificate Level 5
| Course | Distance | Classroom |
|---|---|---|
| SSA: Core Knowledge | $618 + GST | $1497 + GST |
| SSB: Capstone Knowledge of the Code | $36 + GST (handbook only) |
$206 + GST (excludes ETITO exam fee) |
| SSC: Capstone Profesional Practice (includes ETITO exam fee of $260 + GST) |
$1075 + GST | $1280 + GST (1 day) |
| SSD: Investment Adviser | $618 + GST | $1497 + GST |
| SSE: Insurance Adviser | $618 + GST | $1497 + GST |
| Fire & General Insurance | $340 + GST | $543 + GST |
| Residential Property Lending | $610 + GST | $988 + GST |
| Business Risk Insurance | $340 + GST | $543 + GST |
National Certificate Level 4
The price for the National Certificate Level 4 programme is the same, irrespective of what courses are taken by advisers. It is also possible to pick up Level 5 courses from Standard Set D and E if you wish to focus on a particular skill. Pricing is indicative only and subject to change:
| Course | Cost |
|---|---|
| National Certificate in Financial Services Level 4 12 month integrated course |
$1,980 + GST |
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.
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