Day: 13 June 2024

Significant milestone: Version 3 of NZCFS (Level 5) approved

We’re excited to share with you some important updates regarding the New Zealand Certificate in Financial Services (Level 5): Stay informed about Version 3 of the qualification by accessing more information here and keep an eye out for further updates as we work to ensure a smooth transition for all.

A fantastic part time role for a financial adviser

Are you a recently retired or soon-to-be retired financial adviser looking for a new opportunity or just one who wants to expand on what they currently do? At Strategi Institute, we’re seeking enthusiastic and experienced individuals to join our facilitator and assessor team. We’re looking for people with the skills to deliver/assess one of the […]

Introducing a new qualification for AML/CFT compliance officers: get certified now!

Are you an AML/CFT compliance officer? If so, we’ve got exciting news for you! There’s a new qualification in town tailor-made just for you. Say hello to the AML/CFT Compliance Officer (Micro-credential) (Level 4). It’s been given the green light and is now available, exclusively through us. What makes this qualification stand out? Well, for […]

Catch up on New AML/CFT Regulations: Join our webinar now!

If you’re still catching up on the AML/CFT regulatory changes that came into effect on 1 June 2024, this webinar is for you! Join us for an essential session led by industry expert and Strategi’s Executive Director, David Greenslade, where you’ll: Mark your calendar for Thursday, 20 June at 12pm NZT to join our catch-up […]

Stay updated with our free checklist!

Recent changes in budget announcements, the end of the First Home Grant, and tax bracket adjustments have prompted the need for a thorough document review. In a recent survey, we noticed that only 40% of Financial Advice Providers’ websites have been updated to reflect these changes. To address this issue, we at Strategi have developed […]