The Strategi Institute is a professional training organisation dedicated to providing high quality practical training for financial advisers who need to obtain a Certificate in Financial Services.
Strategi Institute will develop additional courses and on-line educational material to enable advisers to eventually obtain higher qualifications plus develop skills enabling them to translate knowledge into a practical business enhancing experience.
Strategi Institute should be an adviser’s preferred choice for undertaking study because we provide you with:
- Innovative education design integrating pre-course reading, varying length classroom courses plus post-course assessment.
- Up to date content.
- A practical and relevant training experience.
- Some of the most experienced trainers in the financial services industry.
- All Strategi Institute course fees include a qualified and experienced mentor who will help guide you through the assessment/assignment process and provide advice regarding your learning, your career and business development.
- A range of learning opportunities depending upon the knowledge and experience of the adviser. This includes the option of either in-classroom (residential) learning or distance learning (via the internet).
- Courses delivered in all major centres in NZ.
- Opportunity to network with peers and share your own best practise ideas.
- Fast turnaround of assessment submissions.
- Open book assessment, case studies and submission of real client files. There is no requirement to have to undergo ‘memory retention’ type examinations.
- The opportunity to engage Strategi to provide ongoing compliance services and Best Practice reviews.
