Training publications and resources

This comprehensive manual with templates has been developed by Strategi Institute and is a complete guide for those who need to meet AML / CFT obligations. This manual – complete with appendices and checklists – is designed specifically for small to medium-sized businesses who are deemed to be reporting entities. This manual can be provided in either hard copy or electronic format... Read more

Classroom courses are temporarily cancelled due to COVID-19.  Your study needs are our priority and we are here to help. Three options are immediately available: Online solutions. Online learning is available for Level 5 courses, and this can be started at any time. Zoom facilitated live training. A facilitator led online course delivery. We will... 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 Navigation series ensuring... Read more

The New Zealand Certificate in Financial Services (Level 5), (NZCFS5), is the benchmark qualification for financial adviser competency and authorisation. This qualification provides people in the financial services industry with the appropriate operational and specialist knowledge. Download our quick guide to and find out: What is involved in obtaining the New Zealand... 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 ... Read more

Strategi Institute recognises that it may have been a number of years since some within the industry last engaged in any kind of formal study, and we know how much anxiety that can cause. To help put you at ease, we have developed Strategies for Study. It provides advice and guidance on a variety of skills and methods that you might find useful. It is aimed at those who... Read more