Your career in the financial services industry

The financial services industry offers a range of career options and many people will start in one area of the industry and move onto others as their knowledge and skills increase. The most common roles are: Financial adviser May do some or all of: Help clients identify or clarify their short, medium, and long-term financial goals. Prepare suitable financial plans/... Read more

The qualifications you need to become a financial adviser will depend on the type of advice you want to provide, and who you want to provide it to. Note the advice on this page is generic in nature and for personalised advice on training, i.e. specific to your situation, please contact us. To provide advice to clients on insurance and mortgage products This includes products such as life,... Read more

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... Read more

Choosing to become a financial adviser is a great career decision and the industry offers many options around: Specialisation: You could focus on any one area of advice, such as mortgages, insurance, investments, shares etc., or any combination. Employment status: You may initially start in an administration role then move to being a para-planner and then finally to becoming a... Read more