Re-entering the financial adviser workforce?

If you have previously worked in the financial services industry, whether your previous qualifications and experience count will depend on your personal circumstances.

Regardless of your previous experience as a financial adviser, Strategi Institute strongly recommends that as a minimum, you complete our Closing the Gaps training. This will help to bring you up to speed with some of the legislative changes.

You may need to re-qualify to become authorised, or alternatively it may be that at least some of the financial services-related study you have previously undertaken may be recognised.

Contact us to discuss your situation and we can help you identify what you need to do.