Strategi has a history of providing topical, practical and innovative training for financial advisers and their support staff:
One-on-one training within your business
This is where the relevant trainer from Strategi spends time within your business, providing practical assistance and training on a multitude of topics.
Scheduled courses
Strategi operates scheduled courses throughout the year. Additional courses can be conducted based upon demand. The following are courses run on a regular basis which can be adapted to suit specific organisational needs:
- Building a profitable business/new adviser course
- Consultation and plan writing course
- Advanced financial planning course
- Annual review course
- Practice managers course
- Secretary/PA course
- Asset protection and estate planning course
- Time management course
- Property course
- Facing the new reality course
- Sales & Marketing course
Tailored courses
Strategi conducts a number of tailored courses for adviser networks, producer groups and corporates. These courses range from two hours to four days and the subject matter is specifically tailored to meet the requirements of the group.
Technical workshops
After the majority of ING adviser roadshows (February, June and September), Strategi normally runs a 3-5 hour technical workshop. These are held in each roadshow location and have highly topical material in the subject areas of regulation/best practice standards, portfolio construction, sales ideas, and business profitability.
Online training
Strategi regularly delivers a range of online training, either for individuals or small groups (usually eight or less). This is a fast, low cost way to provide a range of much needed solutions.
