Overview of Strategi
Strategi Limited (Strategi) is an experienced specialist provider of adviser services to financial advisers, QFEs, and networks, providing consultancy services since 1999. Strategi is non-aligned, working with most of the major banks, insurance companies, QFEs, networks, sharebrokers and fund managers.
Strategi is well respected in the New Zealand financial advisory market and has a reputation for being entrepreneurial, innovative and reliable. Over the years, Strategi has developed wide-ranging expertise in the following service categories:
- Consulting services for adviser practices, QFEs, networks and product providers, covering a wide range of requirements tailored for specific businesses or situations.
- A range of best practice, compliance and risk management solutions, suitable for single-adviser practices through to large QFEs.
- Publications and resources for advisers and networks, including manuals, templates, kits, guidance notes and newsletters.
Overview of Strategi Institute
Strategi Institute provides professional development education to financial advisers and those in the financial services industry, throughout New Zealand. It partners with people — plus their networks, and corporate employees of QFEs — to help them develop their professional expertise, increase their revenues and grow their business.
Strategi Institute has a full range of courses to meet all CPD requirements, and takes students through the National Certificate in Financial Services (financial advice) level 5 qualification. In addition it works with partner networks and corporates to develop new topics relevant to a specific organisation.
Fundamental to Strategi Institute’s training design is the belief that for any course to be worthwhile, the content has to be relevant, practical and completely up-to-date. The training team is made up elite specialists who are experts in their field, with years of practical experience in the financial services industry. Training events and participant materials are designed so that every aspect will provide a practical output for advisers to take back to the workplace. Theory is important; but practical application is essential.