Learn without taking your eye off your business and your clients

A focus on partnership with flexible learning from industry experts

Strategi Institute provides professional development education to financial advisers and those in the financial services industry, 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 industry training, knowledge and support services in New Zealand.

We partner with people — plus their networks, and corporate employees of QFEs — to help them develop their professional expertise, increase their revenues and grow their business.

We provide course programmes that are relevant to the issues facing today’s advisers, product providers and networks. Strategi Institute has a full range of courses to meet all CPD requirements, and takes students through the New Zealand Certificate in Financial Services qualification (Level 5).

In addition we can work with our partner networks and corporates to develop new topics relevant to a specific organisation.

Our philosophy

Fundamental to our training design is our belief that for any course to be worthwhile, the content has to be relevant, practical and completely up-to-date.

That is why our training team is made up of elite specialists who are experts in their field, with years of practical experience in the financial services industry.

Our training events and participant materials are designed so that every aspect will provide a practical output for advisers to take back to the workplace. Theory is important; but practical application is essential.

Our vision

To be New Zealand’s leading and most respected provider of business growth solutions, training, best practice, compliance and consulting services to the financial services and related industries.