Diagram of Strategi Institute vs Strategi responsibilities

Corporate education programmes – a total education solution

If your focus is on getting your financial adviser network, risk advisers and support staff qualified with the Level 5 New Zealand Certificate, or you want to bring QFE staff paraplanners and customer service representatives up to speed at the same time, Strategi Institute is your total education solution.

Strategi Institute is an acknowledged leader in providing holistic, real world training that translates to business growth, best practice systems and greater profitability. We have demonstrated success in helping advisers and support staff meet the deadlines set for the new qualifications, and participants finish the courses feeling energised and more confident in their knowledge and skills.

Why Strategi Institute?

Strategi Institute and Strategi are two companies who, combined, offer one unique experience to corporates. Strategi Institute concentrates on providing real world qualifications to meet the needs of advisers in the financial services regulatory environment. Strategi is New Zealand's leading financial advisory services consultancy focusing on business growth, best practice compliance and profitability.

Multiple study options

Strategi Institute is the only training provider offering all three modes of study - online, distance and classroom - so staff can choose the option that suits them best. Level 5 courses are available individually or can be undertaken as part of one of our cost-effective Level 5 study programmes.

Bespoke courses

Strategi Institute offers bespoke courses for its one, two and three day course options to networks and corporates who wish to make their own venue, equipment and catering arrangements. To qualify for a bespoke price, a corporate or network needs a minimum of 10 candidates for a bespoke course.

Next steps

A background presentation to the courses and qualifications open to financial advisers, risk advisers, QFE staff and adviser support staff is available in PDF or Powerpoint format – contact us to request this document or to find out more about our courses and pricing.