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 what they need to learn for the Certificate, 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.

Find or enrol in a course

Search our extensive range of online and classroom courses, workshops and modules and find out how to enrol.
Find or enrol in a course

NZ Certificate Level 5

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

Advancing your career

Thinking about a career in financial services - or wanting to advance? Get the career advice and the training you need.
Your career in the financial services industry

Online learning with Radar

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

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

Got a training problem but don’t know what to ask?
Frequently asked questions about training