
The Strategi Institute is a natural complement to Strategi’s existing compliance, software and marketing services. It was established to provide professional development education to financial advisers throughout New Zealand — whether they are independent, in a network or employed by a corporate entity.
It is our mission to become the most respected provider of financial adviser training, knowledge and support services in New Zealand.
With the advent of the new regulatory requirements, our aim is to guide and support advisers in achieving the new standards, so they can focus on managing their business and continuing to provide a professional service to their clients.
Our aim is to be flexible in the way we deliver our courses so we can meet the needs of advisers with the least disruption to their daily work. This includes a choice between classroom learning and distance learning. It also features assessments that are as close to real life as possible and have no rote learning, testing from memory or ‘against the clock’ testing. We also use the most up-to-date educational technology available, for fast turnaround marking and a superior learning experience.
To find out more, visit the Strategi Institute.
