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Training

Training solutions from Strategi Institute Read more

Find or enrol in a course

Search our extensive range of online and classroom courses, workshops and modules and find out how to enrol.
Find or enrol in a course

NZ Certificate Level 5

The benchmark qualification for authorisation as a financial adviser. Training in compulsory unit standards and relevant elective strands.
NZ Certificate in Financial Services Level 5

Continuing professional development

Training options to meet the CPD requirements for advisers and a way to upskill for RFAs and QFEs.
Continuing professional development

Advancing your career

Thinking about a career in financial services - or wanting to advance? Get the career advice and the training you need.
Your career in the financial services industry

Online learning with Radar

The new world-class CPD command centre for advisers, QFEs and networks.
Radar

Corporate education solutions

Get your network, advisers and support staff up to speed.
Corporate education programmes – a total education solution

Templates, publications and resources

Manuals, guidance notes and other resources that accompany your training.
Training publications and resources

Frequently asked questions

Got a training problem but don’t know what to ask?
Frequently asked questions about training

Compliance

Ethics, compliance and professional practice Read more

How to become compliant

Are you and your business operating within the current requirements?
How to become compliant

Stay compliant with Strategi Navigator

3 compliance solutions designed to meet the needs of financial advisers and advisory businesses.
Strategi Navigator: guiding your business compliance

Stay compliant with Strategi Virtual Compliance Officer

Strategi acts as your in-house compliance manager, checking that your advisers and business (as applicable) are on track.
Virtual Compliance Officer: guiding your compliance

Our compliance services

Already know what you are looking for? Find it here.
Our compliance services

Templates, publications and resources

Ethics, compliance and professional practice manuals, templates, guidance notes and other resources.
Ethics, compliance and best practice templates, publications and resources

Frequently asked questions

Got an ethics, compliance or professional practice problem but don’t know what to ask?
Frequently asked questions about ethics, compliance and professional practice

Licensing

Licensing, registration and authorisation for you and your business Read more

Why use Strategi for licensing?

Strategi is the leading industry provider for all your licensing needs.
Why use Strategi for FMCA licensing?

Financial Advice Provider (FAP) licensing solutions

Strategi can provide a range of solutions to meet all your FAP licensing requirements.
Financial Advice Provider (FAP) licensing solutions

The answer to getting FAP licensing right

FAP licensing solutions that fit any size firm.
The answer to getting FAP licensing right.

FMCA licensing assistance

Help with obtaining your DIMS, MIS, Derivatives Issuer and other licences.
FMCA licensing assistance

Templates, publications and resources

Licensing templates, manuals, guidance notes and other resources.
Licensing publications and resources

Frequently asked questions

Got a licensing, registration or authorisation problem but don’t know what to ask?
Frequently asked questions about licensing, registration and authorisation

AML / CFT

Anti Money Laundering / Countering Financing of Terrorism (AML / CFT) Read more

What are my obligations?

Find out about your obligations if you are a reporting entity.
What are my AML / CFT obligations?

How do I meet my obligations?

Your complete guide to AML / CFT requirements and solutions.
A snapshot of your AML/CFT obligations

Risk assessment

How to assess and document your AML / CFT risk rating.
What is an AML / CFT risk assessment?

Your AML / CFT programme

Develop the policies, procedures and controls to address your risk.
How to develop an AML / CFT programme

Enquire about an AML / CFT audit

Strategi can be your independent risk assessment and programme auditor.
Enquire about an AML / CFT audit

AML / CFT manual

Get Strategi Institute’s comprehensive guidebook.
AML / CFT manual

AML / CFT training solutions

A range of courses, modules and packages for AML / CFT compliance officers, staff with AML / CFT duties, and support staff.
Your AML / CFT training solution

Templates, publications and resources

AML / CFT manuals and guidance notes.
AML / CFT templates, publications and resources

Frequently asked questions

Got a problem with AML / CFT but don’t know what to ask?
Frequently asked questions about AML / CFT

For business

Business productivity and profitability solutions Read more

Business in a Box

An integrated solution for financial advice businesses – all your business tools in one package.
Business in a Box: an integrated solution for financial advice businesses

Improve your productivity and profitability

Want your business to make more money, or preparing it for sale?
Proven methods to increase your business profit

Client relationship strategies

Building trust and long term mutual relationships.
Client relationship strategies

Brand marketing and promotion

Promote and enhance your business brand.
Brand marketing and promotion

Business valuations

Accurate, detailed valuation of your financial advisory business.
Financial adviser business valuations

Business sales, acquisitions and mergers

Buying or selling all or some of a business? We can help.
Business sales, mergers or acquisitions

Corporate governance and board assistance

David Greenslade can work with your board.
Corporate governance and board assistance

Speaking engagements

Conferences, roadshows and client seminars.
Conference, roadshow and client seminar speaking

Consulting services

A range of expertise on tap for advisers, QFEs and networks.
Consulting services

Templates, publications and resources

Templates, guidance notes, manuals and other resources to help improve your business.
Business templates, publications and resources

About us

About Strategi Group Read more

Contact us

Need to find us? Want to ask us a question?
Contact us

About Strategi Limited

Leadership and advice for financial advisers, QFEs, networks, lawyers, accountants and real estate agents.
Leadership and advice

About Strategi Institute

A focus on partnership with flexible learning from industry experts.
A focus on partnership with flexible learning from industry experts

Our people

A highly qualified, dedicated team with experience you can trust.
Experience you can trust

Our history

20 years on, giving good advice is more important than ever before.
Giving good advice is more important than ever before

Our relationships

Companies offering additional resources.
Global relationships and resources

What people say

Find out what people say about our services and training.
What people say about Strategi and its services

Why deal with us?

Why Strategi is your logical business partner.
Why do business with Strategi?

Email newsletters

See our past e-newsletters and signup to receive future issues.
Email newsletters

Information for clients

Read this before engaging our services.
Information for clients

Disclaimers, privacy and refunds

Terms of use for this site and refund information.
Disclaimers, privacy and refund policy

Welcome to Strategi

Subscribe to our email newsletters to get the latest news and updates by email. Sign me up!No thanks

Stay up to date: subscribe to our email newsletters

Stay informed and up to date with Strategi’s email newsletters

Our regular email newsletters contain timely and topical information for advisers, QFEs, networks and AML / CFT reporting entities, including news about impending legislation and regulation, industry trends, courses, conferences, events, the latest updates to our website, and more. Subscribe now to receive our newsletters directly in your email inbox.
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Contact us

Phone:  +64 9 414 1300

Postal address
PO Box 301426, Albany
North Shore 0752
Auckland, New Zealand

Physical address
Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand

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Strategi Limited
Strategi Institute

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Latest updates

Strategi Privacy Statement Strategi Privacy Statement
Knowing your new obligations is key to operating post 15 March 2021 Knowing your new obligations is key to operating post 15 March 2021
Get FSP registration right first time Get FSP registration right first time
Getting to grips with the new disclosure regime Getting to grips with the new disclosure regime
Whitepaper - Vulnerable clients Whitepaper - Vulnerable clients
Position description: Strategi Compliance Officer Position description: Strategi Compliance Officer
The answer to getting FAP licensing right. The answer to getting FAP licensing right.
Financial Advice Provider (FAP) licensing solutions Financial Advice Provider (FAP) licensing solutions
Why use Strategi for FMCA licensing? Why use Strategi for FMCA licensing?
Guidance Note - Handling Health and Safety at Alert Level 3 Guidance Note - Handling Health and Safety at Alert Level 3

Upcoming courses

Regulatory deadlines

Adviser annual confirmation: yearly on date of original registration Adviser annual confirmation Adviser annual confirmation

Training

  • Find or enrol in a course

    Find or enrol in a course

    NZ Certificate Level 5

    NZ Certificate in Financial Services Level 5

    Continuing professional development

    Continuing professional development

    Advancing your career

    Your career in the financial services industry

    Online learning with Radar

    Radar

    Corporate education solutions

    Corporate education programmes – a total education solution

    Templates, publications and resources

    Training publications and resources

    Frequently asked questions

    Frequently asked questions about training

Compliance

  • How to become compliant

    How to become compliant

    Stay compliant with Strategi Navigator

    Strategi Navigator: guiding your business compliance

    Stay compliant with Strategi Virtual Compliance Officer

    Virtual Compliance Officer: guiding your compliance

    Our compliance services

    Our compliance services

    Templates, publications and resources

    Ethics, compliance and best practice templates, publications and resources

    Frequently asked questions

    Frequently asked questions about ethics, compliance and professional practice

Licensing

  • Why use Strategi for licensing?

    Why use Strategi for FMCA licensing?

    Financial Advice Provider (FAP) licensing solutions

    Financial Advice Provider (FAP) licensing solutions

    The answer to getting FAP licensing right

    The answer to getting FAP licensing right.

    FMCA licensing assistance

    FMCA licensing assistance

    Templates, publications and resources

    Licensing publications and resources

    Frequently asked questions

    Frequently asked questions about licensing, registration and authorisation

AML / CFT

  • What are my obligations?

    What are my AML / CFT obligations?

    How do I meet my obligations?

    A snapshot of your AML/CFT obligations

    Risk assessment

    What is an AML / CFT risk assessment?

    Your AML / CFT programme

    How to develop an AML / CFT programme

    Enquire about an AML / CFT audit

    Enquire about an AML / CFT audit

    AML / CFT manual

    AML / CFT manual

    AML / CFT training solutions

    Your AML / CFT training solution

    Templates, publications and resources

    AML / CFT templates, publications and resources

    Frequently asked questions

    Frequently asked questions about AML / CFT

For business

  • Business in a Box

    Business in a Box: an integrated solution for financial advice businesses

    Improve your productivity and profitability

    Proven methods to increase your business profit

    Client relationship strategies

    Client relationship strategies

    Brand marketing and promotion

    Brand marketing and promotion

    Business valuations

    Financial adviser business valuations

    Business sales, acquisitions and mergers

    Business sales, mergers or acquisitions

    Corporate governance and board assistance

    Corporate governance and board assistance

    Speaking engagements

    Conference, roadshow and client seminar speaking

    Consulting services

    Consulting services

    Templates, publications and resources

    Business templates, publications and resources

About us

  • Contact us

    Contact us

    About Strategi Limited

    Leadership and advice

    About Strategi Institute

    A focus on partnership with flexible learning from industry experts

    Our people

    Experience you can trust

    Our history

    Giving good advice is more important than ever before

    Our relationships

    Global relationships and resources

    What people say

    What people say about Strategi and its services

    Why deal with us?

    Why do business with Strategi?

    Email newsletters

    Email newsletters

    Information for clients

    Information for clients

    Disclaimers, privacy and refunds

    Disclaimers, privacy and refund policy

Strategi Group

This information is current at the time of publishing but is subject to change without notice. While every care has been taken to supply accurate information, errors and omissions may occur. Accordingly, Strategi Group accepts no responsibility for any loss caused as a result of any person relying on this information. Copyright in this publication is owned by Strategi Group, Strategi Ltd or Strategi Institute Ltd unless otherwise indicated. View our disclaimers, privacy and refunds policy.

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Home Training, compliance, licensing, AML / CFT and business solutions for financial advisers, accountants, lawyers and real estate agents Training, compliance, licensing, AML / CFT and business solutions for financial advisers, accountants, lawyers and real estate agents
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