Training publications and resources

Strategi Institute's classroom course schedule is now available. The course calendar will be updated as new courses are added, and all courses will be run subject to meeting minimum enrolment numbers. Courses can fill quickly so we apologise in advance if your first date choice is not available. Scheduled dates for each classroom course are also listed on each individual course... Read more

The Code of Professional Conduct for AFAs outlines advisers' continuing professional development (CPD) obligations. This annual guide reflects these Code obligations, providing all the necessary advice, guidance and tools for advisers to navigate through and implement the CPD requirements. This manual is the 7th in the Strategi Navigator series ensuring financial... Read more

This guidance note provides advice, tips and useful templates with regards to how all financial advisers should approach the issue of continuing professional development (CPD). Strategi has looked at what various professions around the world do regarding CPD, considered that in relation to current legislation and regulation, then applied a ‘best practice overlay’ to... Read more

This guidance note provides advice, tips and a useful template relating to the preparation and maintenance of a professional development plan (PDP). Strategi has looked at what various professions around the world do regarding continuing professional development (CPD), considered that in relation to current legislation and regulation, then applied a ‘best practice overlay... Read more

This comprehensive handbook, produced by Strategi Institute, should be on every adviser’s ‘must read’ list. This new resource for the entire industry expands on and updates the previous publication, A Reference Guide to Key Legislation and Code of Professional Conduct Edition 4. This regulatory guide is a key reference resource for those undertaking the Financial Advice... Read more