Strategi Institute is a new educational facility offered by Strategi Limited, a leading provider of financial adviser training and support services in New Zealand.
Over the last ten years Strategi has helped growing advisory practices come to grips with changes in best practice systems, software solutions and brand, web and promotional marketing. We have also provided training and consultancy services to a large number of corporates. Strategi Institute, therefore, is a natural complement to the services we already offer the financial services industry, and a major step towards turning the new regulated environment into an asset for the sector.
Strategi is the only training provider that offers advisers help throughout their chosen careers. We are committed to being in ‘the business of good advice’.
If you’re looking for tangible benefits for your business in return for your investment, we can help you turn the attainment of a Level 5 National Certificate in Financial Services into real profit, business growth and happier, more loyal clients.’
Trainers drawn from the industry
Strategi Institute only recruits trainers who have market credibility and current industry knowledge. Our trainers have either recently been, or are presently, industry practitioners who have complete empathy and understanding of what it’s like to operate as an adviser in the current market.
All our trainers and assessors are subject to rigorous selection criteria and are required to have achieved Unit Standard 4098 or a similar level training qualification. This is a specialist qualification in adult learning and assessment practices – conducting, reviewing and administering.
It is our belief that, for any training to be worthwhile, it must be practical, relevant and demonstrate good value for money. That does not mean our courses are low cost, it means they provide excellent return on investment because advisers will actually enhance their professional knowledge and skills, thereby increasing their revenue earning potential.
Practical, up-to-date course content
Our course content is designed to have practical application beyond the classroom, so that advisers will not only meet the requirements to achieve the National Certificate, but will also acquire new skills and knowledge that they can immediately incorporate into their existing practice.
Course materials are constantly monitored to ensure our trainers are delivering up-to-date content. We aim to prepare advisers for the future, rather than resort simply to learning from the past. The format of our workbooks is designed so that they will become a reference resource for advisers back in the workplace. If advisers go on to become clients of Strategi, beyond being a course participant, they will receive updates to their workbooks to ensure they are always referencing current data. Assembling content in this way provides participants with a worthwhile return on investment for their initial course fee outlay.
Assessment and mentoring
Our assessors are committed to guarantee a turnaround time of no more than 14 working days, which means 14 working days from when the assignment is received by Strategi Institute, to when the participant receives their feedback or request for 2nd submission.
All course participants are allocated an experienced business mentor who will work with them to ensure they are able to get to grips with what might be unfamiliar study techniques, language or style of writing.
All participants receive a ‘Strategies for study’ guide. This booklet is full of useful ideas and tips on how to make the study process more interesting, beneficial and relatively painless to achieve. This booklet will help transform your hard work into measureable success.
