Participant information

The learning contract

To make the learning environment a safe, secure place to work in we ask you to agree that it is a place where:

• We co-operate with each other
• We respect the views and beliefs of others
• We can learn by our mistakes
• It is OK to change your mind
• Cultural difference is valued
• Discussions are confidential so we may share without fear.

Please note that smoking and the consumption of alcohol and/or drugs are not permitted during training. Please switch your cell phone to silent mode and refrain from use during the training sessions. You are required to attend each day of the course unless prior arrangements have been agreed.

Entry criteria

Entry to the module is open to all who meet the entry criteria. (Note: the criteria may differ from one module to the next based on unit standard pre-requisites and client requirements)

Health and safety procedures

Your trainer will make you aware of emergency evacuation procedures and any potential hazards in the training environment. Should you see anything hazardous in the training environment, bring it to the attention of the trainer immediately.

Learning support

Strategi Institute staff are available for guidance and support during normal office hours and, if appropriate, outside of those hours. Please discuss with your trainer any course-related problems. If you need guidance and support outside the expertise of your trainer, please ask for details of other sources of support. 

Community support and guidance

• Citizens Advice Bureau
• Work & Income NZ
• Lifeline
• Healthline
• NZQA

Special needs 

If you have any special needs which impact on your ability to undertake training and assessment, please provide details on your registration form. Your facilitator will then make arrangements with you as to how these will be accommodated. 

Assessment and reassessment

If you elect to undertake the assessment for the course you will be given full details as part of the training. You can resubmit your work for assessment twice within 6 months of completing the training. If you do not meet the assessment criteria after three attempts, further training will be required and this will incur a cost. If you take longer than 6 months a reassessment fee may apply. You must submit work for assessment in English. To enable participants to achieve all unit standard outcomes, trainers may on occasion extend the six-month completion period. In this case a revised completion date will be notified to relevant participants in writing.

To assist you with the completion of assessed work within the 6 month period you will have:

• The opportunity to establish a “study buddy/buddies” before the trainer closes the face-to-face part of the course
• Contact details of your trainer/assessor who will answer any queries you might have
• Reminders from your in-house training manager – where appropriate.

Assessment appeals

If you want to appeal against an assessment result, tell your assessor/trainer within 14 days of receipt of the assessed work. If you and the assessor/trainer cannot reach agreement, the Management and Delivery Team will consider the appeal. If satisfaction is not reached your case will be referred to an external moderator.

Misconduct in assessment

Strategi Institute does not tolerate cheating, or helping others to cheat.

Cheating in any form:

• Undermines the cheating student’s learning outcome;
• Devalues the learning achievements of other students; and 
• Undermines the reputation and integrity of Strategi Institute’s teaching and assessment processes.

Cheating can take many forms including:

• Copying another student’s work
• Plagiarism
• Deliberately misleading through making up information
• Impersonating another person.

Strategi Institute is committed to providing its students with top quality, courses and assisting them to achieve successful outcomes. It encourages and supports students to develop their own thought processes and to demonstrate understanding of their learning in a way that will assist them with their everyday work under the new regulatory regime.

Strategi Institute expects all candidates to complete their assignments with integrity and honesty. Any student struggling to complete their course work is encouraged to seek help from:

• Their course mentor, facilitator and/or marker; or
• A senior work colleague; or
• Strategi Institute’s Managing Director or Administration Manager.

Any allegation, or incident of cheating, will be fully investigated and may result in disciplinary action being taken. Such action may include any or all of:

• Removal from course;
• Requirement to se-submit coursework;
• Reporting of the incident to the Financial Markets Authority (FMA);
• Reporting of the incident to the student’s employer (if applicable);
• Reporting of the incident to New Zealand Qualifications Authority;
• Any other action deemed appropriate;
• No action.

Recognition of prior learning or current competence and existing credit

We acknowledge and support the right of learners to gain credit for existing skills and knowledge through the process of recognition of prior learning. If you let us know that you wish to have existing skills and knowledge recognised, a process of assessment of this prior learning will commence. Credit will be allocated to you if you meet the assessment requirements. An assessment fee will apply.

For existing credits, if you can show us that your Record of Learning shows achievement of a unit standard/s that is a component in a course, you will be given credit and will be exempted the unit or units you have achieved.

CPD credits are only transferrable, if they have been achieved via formal study leading to an exam. CPD credits for conferences, roadshows, informal courses and seminars are not transferrable.

Disciplinary procedures

If you endanger the learning environment by consciously disregarding the learning contract, you will be reminded verbally to abide by the contract. Should your behaviour re-occur, you will be given a written request to abide by the contract. If the behaviour continues, you will be asked to leave the course.

Complaints 

If you have a complaint about the Strategi Institute or one of our staff members:

• In the first case, raise it with the Strategi Institute trainer/staff member most closely concerned.
• If it is not resolved, complete and submit a complaints form and it will be considered at the next meeting of the Strategi Institute Management and Delivery Team.

Fees, withdrawals and refunds

Fee details are shown in the brochure which advertises a course, on the online registration form, or see how much will it cost?. If you are paying the fee yourself, please ensure that your payment accompanies the registration form. A cheque is acceptable. With courses funded by employers, Strategi Institute will have negotiated an all-up fee, which includes GST, materials and other costs. 

Strategi Institute will consider requests for a part refund of fees on a case-by-case basis but generally, if you withdraw from a course more than 14 days before the course start date, you will be eligible for a 75% refund. If you withdraw from a course between 14 and 7 days before the course start date, you will be eligible for a 50% refund. If you withdraw from a course less than 7 days before the start date, you will forfeit your fees. You may substitute another person on the course if you wish, with no penalty, as long as that person meets the entry criteria. No refund is available to you if your employer pays the fees. Strategi Institute is exempted from the requirement to provide fee indemnification arrangements because its courses are no more than 5 days in duration.

Information about you and your results 

Information about you and your learning achievements is governed by the Privacy Act, which Strategi Institute follows closely. There are four reasons why Strategi Institute might need to provide copies to other people of your personal information. They are:

• To make photocopies of some of your assignments to use when the assessment is moderated by another person or persons. The purpose of moderation is to make sure that the assessment is fair, valid and consistent.
• To report on your progress to an employer who is paying for all or part of your training. The employer may also ask for a summary of the overall course evaluation, in which case you may contribute to that evaluation.
• For NZQA audit purposes.
• For ETITO registration purposes.

When you submit the enrolment form you give permission to Strategi Institute to pass on your learning material and learning results to a restricted number of other people. If you have any concerns about your personal information being transmitted to other people, please contact the Education co-ordinator at Strategi Ltd.