Supporting advisers transitioning to the new regime.


The TripleA strongly believes that having trained, professional advisers that can provide high-quality advice to their clients is critical for the future success of our industry. To help promote adviser development and professionalism, the TripleA has partnered with Strategi Institute to make scholarship funding available to support adviser training and upskilling.

The initial focus of the funding will be on completion of the Level 5 New Zealand Certificate in Financial Services (version 1) via online study. In future years, if successful, the TripleA may look to broaden the scholarship program. The scholarship criteria may also be adjusted as educational and code requirements change.

Places are limited, and priority will be given initially to RFAs working in the investment and risk areas.

Scholarship value

Up to $700 (+GST) of scholarship funding available for each successful applicant. Funding will be available as follows (all prices excl. GST):

CourseTotal CostTripleA ScholarshipCost to Adviser
Core Strand$840$400$440
Life and Health Insurance Strand$625$300$325
Residential Property Lending Strand$625$300$325
Investment Strand$630$300$330

Funding rates are based on online study costs however if an adviser prefers classroom or distance study, the level of scholarship funding support remains the same.

All applicants must be currently registered on the Financial Services Provider Register. All scholarship funding will be retrospective and issued on successful completion of the approved course of study. Funding will be personal to the adviser and cannot be transferred to another adviser.

Download the application form for full details of the application criteria and process.