Training solutions from Strategi Institute

If you are in the financial services industry, or want to be, then Strategi Institute can provide you with the training you need. Whether you are a new entrant to the industry, in a support role such as a PA or paraplanner, or an experienced adviser, Strategi Institute offers training that will enhance your competence and help take you to the next level professionally.

Our courses are structured in such a way that advisers learn not only about unit standards, but also about ethics, best practice and compliance processes, and ways to increase revenue within their business.

For larger organisations, Strategi Institute can tailor its training programs according to the organisation’s volumes of people, timeframes for delivery, and personal capability to deliver.

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Search our extensive range of online and classroom courses, workshops and modules and find out how to enrol.

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NZ Certificate Level 5

The benchmark qualification for authorisation as a financial adviser. Training in compulsory unit standards and relevant elective strands.

New Zealand Certificate in Financial Services Level 5

Continuing professional development

Training options to meet the CPD requirements for advisers and a way to upskill for RFAs and QFEs.

Continuing professional development

Courses you can do in the classroom

Get hands-on tuition from the industry’s most experienced trainers.

Courses you can do in the classroom

Online learning with Radar

The new world-class CPD command centre for advisers, QFEs and networks.

Radar: the CPD command centre

Corporate education solutions

Get your network, advisers and support staff up to speed.

Corporate education programmes – a total education solution

Templates, publications and resources

Manuals, guidance notes and other resources that accompany your training.

Training publications and resources

Frequently asked questions

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Frequently asked questions about training

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Courses

10 Ways My Closing Ratio Topped 90%: How our sales process went from dismal to dynamic

Aim: To outline steps advisers can take to increase the conversion rate of prospects to clients. Outcome: Completion of this module will enable financial advisers to: Understand how one has significantly improved their sales outcomes Apply that knowledge to identify what might work in their own business to increase client onboarding and retention rates Abstract: The 10 key... Read more

Courses

2015 Annual Report of the Financial Markets Authority

Aim: To present the Annual Report of the Financial Markets Authority for the year ended 30 June 2015. Outcome: Completion of this module will enable financial advisers and market participants to understand how the FMA has performed when the results of its activities for the year ended 30 June 2015 are compared with its strategic priority targets, and the results of the previous year... Read more

Publications & resources

2017 classroom course schedule for Level 5

Strategi Institute's classroom course schedule for July to December 2017, 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... Read more

Courses

4 Gen Y Trends That Affect Your Practice

Aim: To look at how advisers can attract Gen Y clients. Outcome: Completion of this module will enable financial advisers to understand how they can tailor their advice practice to be more appealing to Gen Y clients. Abstract: Millennials are reaching the age where acquiring financial advice is becoming a necessity. As a group, their familiarity with technology has given them... Read more

Courses

4 Ways for Advisers to Better Engage Clients

Aims: The aim of this article is to introduce the Engagement Roadmap model and explain how it is used to better engage clients and leverage that engagement Outcomes: By reading this article, you will be able to: Describe the Engagement Roadmap model State the four drivers of client engagement Identify how to obtain greater client engagement from existing client... Read more

Courses

7 Steps to Facilitate Exquisite Listening

Aim: To explain how advisers can improve their listening skills thereby improving communication with clients and client retention rates. Outcome: At the end of this module advisers will: Understand the concept of ‘exquisite’ listening and the Flow Process model to facilitate exquisite listening; and Apply the described steps in that model when communicating verbally with... Read more

Courses

9 Systems Every Adviser Needs in Their Business to Succeed

Aim: To outline nine business systems advisers must get right in order to succeed. Outcome: Completion of this module will enable advisers to clarify their thinking and check their own workflow systems against the nine key areas described. Abstract: When advisers get stuck, it’s time to step back from the day-to-day struggles and clarify the processes that organise their business’... Read more

Courses

A 7-step plan to transform your practice

Aim: To explain seven steps an adviser can take now to prepare their business to service the next generation of clients (Millennials) Outcome: Completion of this module may help advisers to understand: Some of the challenges that lie ahead as increasing numbers of baby boomer clients pass away. Steps that can be taken to make their business Millennial-ready and more... Read more

Courses

A Beginners Guide to Exotic Options

Aim: To summarise the key features of some of the major over-the-counter exotics. Outcome: Completion of this module will enable financial advisers to understand the different options for managing risk exposure. Abstract: Exotics allow businesses to manage risk exposure at an efficient price. With the use of electronic trading platforms, the popularity of exotics has... Read more

Courses

A brief outline of common HR issues

Aim: To outline basic issues a small financial advisory business should consider when employing and managing people at work Outcome: Completion of this module will help financial advisers, who employ and manage people, to: Develop a sound recruitment process; Determine what kind of employment agreement to use and when; Comply with legal requirements for health and safety at work... Read more

Courses

A Critique of Grantham and Gordon: The Prospects For Long-term Growth

Aim: To present the pessimistic prediction by economist Robert Gordon and investment strategist Jeremy Grantham about the end of the vigorous global economic growth of the last two centuries, critique that prediction and provide an optimistic forecast for global GDP. Outcome: Completion of this module will enable financial advisers to: Compare the arguments of economist Robert... Read more

Courses

A Descriptive Analysis of Physiological Stress and Readiness to Change

Aim: To present results from a study investigating the role of physiological stress in the financial planning process, and the relationship (if any) between physiological stress and financial goal achievement. Outcome: At the end of this module advisers will understand How to identify physiological stress in clients The effect of stress on the immediate-term likelihood of... Read more

Courses

A Framework for Understanding Bond Portfolio Performance

Aim: The author seeks to provide a framework for analysing and, predicting the returns on actively managed portfolios of bonds – a task different from analysing the bond market itself. This article is suitable for AFAs who analyse and select bonds for inclusion in their clients’ portfolios. Outcome: Advisers completing this module will: Understand how the concepts of alpha and beta can... Read more

Courses

A guide to the FMA's view of conduct

Aim: To outline for financial service providers how conduct is the FMA’s ‘lens’, through which it examines what providers do, how they do it, and how that translates to what providers’ customers experience. Outcome: Completion of this module will help financial service providers and financial advisers to: Understand the FMA’s view of what constitutes good conduct Assess their own... Read more

Courses

A Look Back at the Performance of the Holy Grail

Aim: To introduce the “Holy Grail” market timing model as a tool to demonstrate how one can beat the market by following price trends and achieve long-term financial gains. Outcome: Completion of this module will enable investment advisers to: Explain the “Holy Grail” market timing model as a theory of investment; and Identify factors that underlie the Holy Grail model’s... Read more

Courses

A Matter of Time: Why Some People Plan for Retirement and Others Do Not

Aim: To examine the relationship between time perspective (TP) and retirement planning, and the role of TP in promoting retirement adjustment. Outcome: Completion of this module will enable financial advisers to understand how to: Identify a client’s time perspective. How the client’s TP is likely to influence their retirement planning and adjustment to retirement. How to... Read more

Courses

A Primer on Geopolitics and Investing

Aim: To provide advisers with insights into how current and future geopolitical risk might affect investment opportunities and returns. Outcome: Completion of this module will enable financial advisers (audience) to understand: What geopolitical risk is and how geopolitical risks and tensions might impact on clients’ investment returns; Use that knowledge when evaluating investment... Read more

Courses

A Three Box Approach to Building Debt Portfolios

Aim: To describe a three box approach for building debt portfolios. Outcome: Completion of this module will enable financial advisers to apply the three box approach system when building debt portfolios for clients. Abstract: With interest rates at record lows, it is a really good time to revisit how we build debt portfolios. The old days of simply investing in a bond... Read more

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