Strategi Institute concentrates on providing real world qualifications and courses to meet the needs of advisers and those in the financial services industry.
Individuals
If you are in the financial services industry, or want to be, then Strategi Institute can provide you with the training you need. Whether are a new entrant to the industry, in a support role such as a PA or paraplanner, or an experienced adviser, Strategi Institute offers training that will enhance your competence and help take you to the next level professionally.
Our courses are structured in such a way that advisers learn not only about unit standards, but also about Best Practice, compliance processes, and ways to increase revenue within their business.
Find out more about the courses we offer and how we can support your professional development.
Networks, groups and corporates
Custom courses for larger organisations
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 adviser authorisation training, Strategi Institute has developed a series of customised courses for networks and corporates relating to:
- Professional development courses in areas such as productivity enhancement, time management, building referral relationships and selling skills.
- 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.
- 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.
Practical, up-to-date training content
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 training is low cost: it means it provides an excellent return on investment because advisers will actually enhance their professional knowledge and skills, thereby increasing their revenue earning potential.
Our training content is designed to have practical application beyond the classroom, so that advisers will not only meet their legislative and regulatory requirements, but will also acquire new skills and knowledge that they can immediately incorporate into their existing practice.
Training 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 material is designed so that it will become a reference resource for advisers back in the workplace. Assembling content in this way provides participants with a worthwhile return on investment for their initial course fee outlay.
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.
Assessment and mentoring
Our Level 5 assessors are committed to 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.
