Training publications and resources

This comprehensive manual and kit 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 comprehensive manual can be provided in either hard copy or... Read more

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... 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... 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... 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