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Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
The entry criteria will vary depending upon the programme/course/webinar the student is enrolling for.
Applicants must be a New Zealand citizen or permanent resident; however eligible visa holders may be entitled to enrol subject to all legal requirements being met.
Applicants must be 18 years of age or older. Applicants must demonstrate English proficiency equivalent to NCEA Level 1 in English, as the medium of instruction is English. If you do not have NCEA Level 1 in English, then we will require IELTS 5.5 with no band score lower than 5; or English language proficiency test equivalent.
Prospective students may be required to participate in an interview prior to enrolment. Enrolment is subject to approval from the Head of Institute.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
Students enrolling on the New Zealand Certificate in Financial Services (Level 5) programme via the unified funding system:
The unified funding system (UFS) is only applicable to the New Zealand Certificate in Financial Services (Level 5). Individuals may be employed or self-employed contractors working under an arrangement in the nature of employment in the financial services industry. You and your employer will be required to sign a training agreement with Strategi Institute.
To be eligible for the unified funding system, you must:
The enrolment becomes official once:
Strategi Institute has two intakes per month. The intake date is the enrolment start date. The enrolment may be confirmed prior to the enrolment start date. However, you will only gain access to the course material on your enrolment start date.
All individual strand enrolments are for a period of six (6) months from the enrolment start date.
To complete the New Zealand Certificate in Financial Services (Level 5), you are required to complete the Core strand (six (6) month enrolment) and your specialist strand (six (6) month enrolment), totalling an enrolment period of twelve (12) months. The Core strand and the chosen specialist strand must be completed within twelve (12) months.
Students enrolled on the New Zealand Certificate in Financial Services (Level 5) programme via the unified funding system:
The enrolment period under the unified funding system arrangement is eight (8) months. Training under this arrangement will not commence unless Strategi Institute approves your enrolment. Once approved, Strategi Institute will be in touch to confirm your start date.
Applicants must be a New Zealand citizen or permanent resident; however eligible visa holders may be entitled to enrol subject to all legal requirements being met.
Applicants must be 18 years of age or older. Applicants must demonstrate English proficiency equivalent to NCEA Level 1 in English, as the medium of instruction is English. If you do not have NCEA Level 1 in English, then we will require IELTS 5.5 with no band score lower than 5; or English language proficiency test equivalent.
Prospective students may be required to participate in an interview prior to enrolment. Enrolment is subject to approval from the Head of Institute.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
The enrolment becomes official once:
Strategi Institute has two intakes per month. The intake date is the enrolment start date. The enrolment may be confirmed prior to the enrolment start date. However, you will only gain access to the course material on your enrolment start date.
Enrolment is for a period of twelve (12) weeks from the enrolment start date.
Applicants must be a New Zealand citizen or permanent resident; however eligible visa holders may be entitled to enrol subject to all legal requirements being met.
Applicants must be 18 years of age or older. Applicants must demonstrate English proficiency equivalent to NCEA Level 1 in English, as the medium of instruction is English. If you do not have NCEA Level 1 in English, then we will require IELTS 5.5 with no band score lower than 5; or English language proficiency test equivalent.
Prospective students may be required to participate in an interview prior to enrolment. Enrolment is subject to approval from the Head of Institute.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
The enrolment becomes official once:
Strategi Institute has two intakes per month. The intake date is the enrolment start date. The enrolment may be confirmed prior to the enrolment start date. However, you will only gain access to the course material on your enrolment start date.
Enrolment is for a period of fourteen (14) weeks from the enrolment start date.
Applicants must be a New Zealand citizen or permanent resident; however eligible visa holders may be entitled to enrol subject to all legal requirements being met.
Applicants must be 18 years of age or older. Applicants must demonstrate English proficiency equivalent to NCEA Level 1 in English, as the medium of instruction is English. If you do not have NCEA Level 1 in English, then we will require IELTS 5.5 with no band score lower than 5; or English language proficiency test equivalent.
Prospective students may be required to participate in an interview prior to enrolment. Enrolment is subject to approval from the Head of Institute.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
The enrolment becomes official once:
Strategi Institute has two intakes per month. The intake date is the enrolment start date. The enrolment may be confirmed prior to the enrolment start date. However, you will only gain access to the course material on your enrolment start date.
Enrolment is for a period of sixteen (16) weeks from the enrolment start date.
Applicants must be a New Zealand citizen or permanent resident; however eligible visa holders may be entitled to enrol subject to all legal requirements being met.
Applicants must be 18 years of age or older. Applicants must demonstrate English proficiency equivalent to NCEA Level 1 in English, as the medium of instruction is English. If you do not have NCEA Level 1 in English, then we will require IELTS 5.5 with no band score lower than 5; or English language proficiency test equivalent.
Prospective students may be required to participate in an interview prior to enrolment. Enrolment is subject to approval from the Head of Institute.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
The enrolment becomes official once:
Strategi Institute has two intakes per month. The intake date is the enrolment start date. The enrolment may be confirmed prior to the enrolment start date. However, you will only gain access to the course material on your enrolment start date.
Enrolment is for a period of twelve (12) weeks from the enrolment start date.
This includes: Closing the Gaps
These courses are Strategi Institute continuing professional development courses and are not NZQA approved and accredited.
Any applicant can enrol in a short course. There is no entry criteria.
This includes: Closing the Gaps
The enrolment becomes official once:
The enrolment start date is stipulated in the enrolment confirmation email. Access to the course material will only be granted from the enrolment start date.
Enrolment is for a period of eight (8) weeks from the enrolment start date.
Please note, webinars are not NZQA approved and accredited.
Any applicant can register for a webinar. There is no entry criteria.
The enrolment period is the duration of the webinar (e.g., one (1) hour).
This includes:
All learning material is provided online, depending on the study method and course selected. All assignments need to be completed on a computer. Therefore, Strategi Institute does have minimum technical requirements. Before signing up to commence a course, you will need to ensure you have reliable access to a computer/laptop, stable internet connection and Microsoft Office. Without Microsoft Office you will be unable to open or submit your assignments.
This includes: Closing the Gaps
All learning material is provided online. All assessments need to be completed on a computer. Therefore, Strategi Institute does have minimum technical requirements. Before signing up to commence a course, you will need to ensure you have reliable access to a computer/laptop, and a stable internet connection.
Webinars do not have assessment associated with the training. However, in order to attend the webinar, you will need to ensure you have reliable access to a computer/laptop, and a stable internet connection. As we issue a certificate of attendance to each attendee, you need to join the webinar from your own device so we can confirm full attendance.
To make the learning environment a safe, secure place to work in, we ask you to agree that it is a place where:
Please note aggressive or intimidating behaviour will not be tolerated.
Face-to-face classroom:
Smoking and the consumption of alcohol and/or drugs are not permitted during training. Please turn off notifications on your phone, put it on silent, ‘do not disturb’, in flight mode, or even leave it in another room. You are required to attend each day of the course unless prior arrangements have been agreed. You are required to wear tidy, semi-formal dress during these face-to-face sessions.
Virtual classroom via Zoom:
Smoking and the consumption of alcohol and/or drugs are not permitted during training. It is prohibited to record the training to safeguard the privacy of the participants. Please turn off notifications on your phone, put it on silent, ‘do not disturb’, in flight mode, or even leave it in another room. You are required to attend each day of the course unless prior arrangements have been agreed. The facilitator may ask you to switch on your video camera to ensure you are actively participating in the training. You are required to wear tidy, semi-formal dress during these online sessions.
Face-to-face classroom:
Your trainer will make you aware of emergency evacuation procedures and any potential hazards in the training environment. Should you see anything hazardous in the training environment, please bring it to the attention of the trainer immediately.
Virtual classroom via Zoom:
The virtual classroom sessions are run over consecutive days. With sessions that are two or more hours, the facilitator will ensure that you get regular breaks of at least five to ten minutes every hour. To ensure your health and safety, we recommend you follow the steps given below:
There’s plenty of advice on keeping well on the Ministry of Health website.
This includes:
As part of the Education (Pastoral Care of Tertiary and International Learners) Code of Practice 2021 (the Code), we are required to keep a record of each student’s emergency contact details and the instances in which we should be contacting this person.
When enrolling on an NZQA course, Strategi Institute will request the following emergency contact information in our enrolment form:
Any information provided shall be kept confidential as per our privacy policy.
If you have any special needs which impact on your ability to undertake training and assessment, please provide details on your registration form, or contact support@strategi.ac.nz should you wish to speak with a support staff member in confidence. All sensitive information disclosed is treated confidentially. Strategi Institute takes extra care to ensure information is handled properly and will then make arrangements with you as to how your needs may be accommodated.
Strategi Institute staff are available for guidance and support during normal office hours via:
The staff will assist where possible, however, depending on the nature of your questions (e.g. assignment-related), they may refer you to an assignment support session or request you email your question(s) to assessor@strategi.ac.nz.
We strongly recommend that students attend the assignment support sessions if offered for your course. These are free to all enrolled Strategi Institute students. Our experienced facilitators will not only help you with your questions and understanding of course content, but they can also advise you on where to access resources and support you with your assignment questions.
Strategi Institute delivers our assignment support sessions via Zoom based on demand. These are usually scheduled at regular intervals. There is a maximum capacity limit of ten (10) students per assignment support session to ensure all assignment-related questions are answered within the hour.
Private coaching is available to all students and can be delivered via Zoom or face-to-face. The cost is $180 plus GST per hour plus any travel expenses if the private coaching is conducted face-to-face. Contact Strategi Institute to arrange a private coaching session.
If you need guidance and support outside the expertise of Strategi Institute, please ask for details of other sources of support.
These include:
Full details of the assignments are provided as part of the training. You must submit all work for assessment in English. All assignments must be submitted before the end of your enrolment period via Radar, Strategi Institute’s online learning platform, unless agreed otherwise. Please note, assignment feedback and/or results will be provided within fourteen (14) days from the date you submit.
Your assignment may be returned to you for rework. All rework must be completed and submitted within two (2) weeks of having received feedback. You may submit your assignment for assessment three times within the enrolment period. If you do not meet the assessment criteria after three (3) attempts, you will be awarded a ‘Fail.’ In exceptional circumstances, and on a case by case basis, the Academic Committee may approve of one more submission. All assignments must be completed and passed by the end of your enrolment period.
Note: All work submitted for assessment must be your own work. Cheating (including collusion and plagiarism, particularly the use of AI to write any part of your assignment) is regarded as a serious misdemeanour. Strategi Institute will fully investigate any allegation of cheating and has a number of actions it can take. Please refer to Strategi Institute’s misconduct in assessment policy outlined below.
If you take longer than your enrolment period to complete all assignments or resubmit your work, Strategi Institute may on occasion, and on a case-by-case basis, extend the enrolment period. A reassessment fee calculated on a cost recovery basis may apply. In this case, the student will be notified of a revised completion date, with any fees, in writing, and the student will be required to attend a mandatory support session before any further submissions are accepted.
This includes: Closing the Gaps
The assessment is conducted online via Radar. Strategi Institute has developed several sets of assessment questions to avoid copying of questions and answers.
The assessment process involves:
When undertaking the assessment all answers submitted must be your own. Please refer to the misconduct in assessment policy below.
There is no assessment for webinars.
Strategi Institute does not tolerate cheating or helping others to cheat.
Cheating in any form:
Cheating can take many forms including:
Strategi Institute is committed to providing our students with top quality courses and assisting them to achieve successful outcomes. It encourages and supports students to develop their own thought processes and to demonstrate understanding of their learning in a way that will assist them with their everyday work.
Strategi Institute expects all candidates to complete their assignments with integrity and honesty. Any student struggling to complete their course work is encouraged to seek help from the Strategi Institute’s Student Support team.
Any allegation, or incident of cheating, will be fully investigated and; if proven, may result in disciplinary action being taken. Such action may include any or all of:
Any extension beyond the enrolment period is at Strategi Institute’s discretion. If your assignments have not been submitted and passed before the end of your enrolment period, unless you have an agreement with Strategi Institute, your enrolment will lapse. You cannot apply for an extension once your course date has expired.
A student may apply for an extension for many reasons, including but without limitation:
Circumstances considered during the extension application process, include but are not limited to:
To apply for an extension:
The maximum extension period which can be applied for is three (3) months. The Academic Committee may approve a one, two, or three month extension at their discretion.
Strategi Institute is always on hand to discuss student progress, but please ensure you apply for an extension well before your enrolment expiry date.
Should you wish to extend the enrolment after the enrolment expiry date, an extension may be given on a case-by-case basis, or you may be required to re-enrol. If you have not made any progress, Strategi Institute will decline an extension request and may ask you to re-enrol.
Students can use the 10% re-enrolment discount if re-enrolling in the same course.
For students enrolled on Strategi Institute programmes via the unified funding system:
The programme MUST be completed and passed between seven (7) and eight (8) months from the enrolment start date. That is, a student cannot finish in months one (1) to six (6), or after month eight (8). Assignments cannot be submitted after the 8-month period.
Strategi Institute will only consider extensions for students who are enrolled on Strategi Institute programmes via the unified funding system if they have extenuating circumstances.
If you want to appeal against an assessment result, tell your assessor or a Strategi Institute staff member within fourteen (14) days of receipt of the assessed work. A fee will apply. Strategi Institute management will consider the appeal. If approved, the assessment appeal may be referred to a moderator, whose decision will be final.
Strategi Institute staff are available for guidance and support during normal office hours via:
The staff will assist where possible, however, depending on the nature of your questions (e.g. assignment-related), they may refer you to an assignment support session or request you email your question(s) to assessor@strategi.ac.nz.
We strongly recommend that students attend the assignment support sessions if offered for your course. These are free to all enrolled Strategi Institute students. Our experienced facilitators will not only help you with your questions and understanding of course content, but they can also advise you on where to access resources and support you with your assignment questions.
Strategi Institute delivers our assignment support sessions via Zoom based on demand. These are usually scheduled at regular intervals. There is a maximum capacity limit of ten (10) students per assignment support session to ensure all assignment-related questions are answered within the hour.
Private coaching is available to all students and can be delivered via Zoom or face-to-face. The cost is $180 plus GST per hour plus any travel expenses if the private coaching is conducted face-to-face. Contact Strategi Institute to arrange a private coaching session.
If you need guidance and support outside the expertise of Strategi Institute, please ask for details of other sources of support.
We acknowledge and support the right of students to gain credit for existing skills and knowledge through the process of recognition of prior learning. If you let us know that you wish to have existing skills and knowledge recognised, a process of assessment of this prior learning will commence. Credit will be allocated to you if you meet the assessment requirements. An assessment fee will apply.
For existing credits, if you can show us that your NZQA Record of Achievement shows achievement of a unit standard/s that is included in our course, Strategi Institute will recognise the credits awarded and the student may be exempted from completing those unit or units.
Students who have achieved graduate profile outcomes with another training provider can apply to complete the remainder of their studies with Strategi Institute. You will need to provide your academic transcript identifying the achievement of the graduate profile outcomes that can directly meet the learning outcomes in our course. Please note that there is no guarantee that you will be awarded a transfer of credit.
Strategi Institute is committed to continuous improvement and welcomes student comments and feedback, whether it be a compliment, comment, concern, or complaint. Student feedback can be provided directly to staff, via our website, or by using the online student feedback form(s).
Students may be surveyed and asked to express their views and rate Strategi Institute programmes, training courses and services. ‘Surveyed’ means seeking feedback and opinions (including, but not limited to, by way of a questionnaire). Published results will maintain the confidentiality of individual students completing the survey. Outcomes will be used to inform the ongoing improvement of Strategi Institute programmes, micro-credentials, courses, and services and may be reported to Strategi Institute staff and to external agencies.
Employers of Strategi Institute graduates, providers of further education to Strategi Institute graduates and other stakeholders may be surveyed and asked to express their views and rate Strategi Institute programmes, micro-credentials, and courses. We wish to seek feedback on how well graduates have met the outcomes of their qualifications and how well our programmes have prepared graduates for work or further study. Outcomes will be used to inform the ongoing improvement of Strategi Institute programmes, micro-credentials, courses, and services and may be reported to both Strategi Institute staff and external agencies.
In our approach, a concern is a situation where a satisfactory resolution can likely be achieved through direct, informal discussion with the involved individuals. Such concerns often stem from misunderstandings and can be swiftly resolved. We aim to address any concerns that might affect your studies or our services supportively. We encourage you to reach out directly to the person involved or their manager to resolve any issues. Please contact us promptly. Our top priority is efficiently resolving your concerns, ensuring they’re handled with care for the best outcome possible. If you’re unsure about whom to reach out to, our friendly support team is here to assist:
If you’re not satisfied with the resolution of your concern, please contact the Head of Institute at support@strategi.ac.nz or +64 9 414 1300 for guidance or to lodge a formal complaint. When emailing, specify “Concern” or “Complaint” in the subject line and provide a detailed description with relevant information or evidence. Further details on our complaints process are available below.
At Strategi Institute, we are committed to providing a supportive, fair, and equitable approach in all our interactions and throughout our complaints process.
To ensure that making a complaint is as easy as possible for you, we have established multiple channels through which you can lodge a complaint. You can choose to submit your complaint through our website, live chat, email, phone, or even in person.
If you have a complaint:
If you are invited to a meeting, you may bring along a support person to any discussions regarding the complaint.
At the end of our complaints process, you will receive a survey to provide feedback on your experience with the complaints process and the outcome of your complaint. We intend to use this data to improve our complaints process and provide training where necessary.
This includes:
If you have followed the process above and are still not satisfied with the outcome, you may take your complaint further.
If your complaint is related to fees or financial issues, you may contact Study Complaints, ph. 0800 00 6675 to discuss their services or the process. Alternatively, you can make a complaint by filling in the form here.
If your complaint relates to a possible breach of NZQA regulations, you may contact NZQA Wellington, ph. 0800 697 296 who will act to resolve the matter. Alternatively, you can submit a written complaint via this link.
For a list of other organisations that may be able to help with complaints and disputes, please click here.
A critical incident is a significant and often unforeseen event or circumstance that has the potential to disrupt normal operations, pose a threat to the well-being of students or staff, or impact the overall functioning of the institution. Critical incidents can vary widely and may include emergencies, accidents, security breaches, or other situations that demand immediate attention and effective response to mitigate their consequences.
At Strategi Institute, the approach towards reporting critical incidents is marked by a profound sense of urgency, responsibility and diligence. Recognising the significance of such incidents in the context of safety, security, and overall operational integrity, Strategi Institute places paramount importance on the entire process of reporting, responding to, and managing critical incidents.
Centralised recording: A centralised accident and incident register is used to store and manage critical incident records securely.
The Institute records the following details as part of the accident and incident recording process:
Immediate response: This involves having designated personnel who are trained to respond effectively to various types of incidents, ensuring that appropriate measures are taken to address the situation promptly.
Documentation: Detailed documentation of critical incidents is conducted by the first respondent in the centralised Accident and Incident Register. Relevant details about the incident, date, time, actions taken, investigation completion date and outcomes and appropriate prevention options and suggestions are documented within 48 hours of the reported incident.
Confidentiality: The privacy of the involved parties is maintained throughout the process without compromise.
Analysis and learning: After the initial response and management, Strategi Institute conducts a thorough post-incident analysis. This involves identifying the root causes of the incident, assessing the effectiveness of the response, and determining if any preventive measures could have been taken. The insights gained from these analyses are used to enhance existing protocols and practices.
Training and preparedness: Regular training sessions are provided to staff and stakeholders, equipping them with the skills and knowledge needed to handle various types of incidents. This proactive approach enhances the organisation’s overall readiness to address critical incidents effectively.
Continuous improvement: The Institute consistently reviews its incident management processes, incorporating feedback from stakeholders and incorporating relevant best practices.
Insights from critical incidents: Critical incidents are unfortunate events that may impact the learning experience. These incidents can include disruptions to classes, technical glitches, or other unforeseen challenges. Should an incident impact on our learners, we will act swiftly and communicate effectively to address these disruptions, to minimise their impact on the learning process.
Any fee must be deposited in the Strategi Institute bank account. No staff shall accept any fees from the student or client on behalf of Strategi Institute.
If you are paying the course fee yourself, please ensure that your payment is made immediately following your receipt of our GST invoice. With courses funded by employers, Strategi Institute will have negotiated an all-up fee, including GST, materials and other costs.
Unless otherwise negotiated by a network/corporate or employer, payment of all fees in full is required prior to the commencement of your enrolment. Any fee which remains unpaid after fourteen (14) days of the commencement of the enrolment will enter the debt collection cycle.
If unpaid fees are forwarded to a debt collection agency, any debt collection costs will be added to the amount that you owe and are liable for.
All course fees are stipulated below.
Please note:
For those enrolling on Strategi Institute programmes via the unified funding system, please refer to the pricing stipulated on the programme schedule.
For more information on what is included in the fees of the different study methods, please refer to the ‘information for prospective students’ section.
For individual strand enrolments the fees are:
| Course and unit standards | Online | Distance | Virtual classroom | Face-to-face classroom |
|---|---|---|---|---|
| Core strand 31855, 31856, 31857, 31858 | $1,050 | $1,110 | $1,450 | $1,800 |
| Residential Property Lending strand 28385, 31875, 31876, 31877, 31879 | $750 | $810 | $1,150 | $1,600 |
| Investment strand 31859, 31861, 31862, 31863, 31864 | $750 | $810 | $1,150 | $1,500 |
| Life, Disability, and Health Insurance strand 31865, 31866, 31867, 31868, 31869 | $750 | $810 | $1,150 | $1,500 |
| General Insurance strand 31870, 31871, 31872, 31873, 31874 | $750 | $810 | $1,150 | $1,500 |
For programme enrolments the fees are:
| Programme | Online | Distance | Virtual classroom | Face-to-face classroom |
|---|---|---|---|---|
| New Zealand Certificate in Financial Services (Residential Property Lending) (Level 5) | $1,710 | $1,830 | $2,470 | $3,230 |
| New Zealand Certificate in Financial Services (Life, Disability, and Health Insurance) (Level 5) | $1,710 | $1,830 | $2,470 | $3,140 |
| New Zealand Certificate in Financial Services (General Insurance) (Level 5) | $1,710 | $1,830 | $2,470 | $3,140 |
| New Zealand Certificate in Financial Services (Investment) (Level 5) | $1,710 | $1,830 | $2,470 | $3,140 |
The enrolment fees are:
| Fees | Virtual classroom | Face-to-face classroom |
|---|---|---|
| Early bird (If enrolled and fees paid at least 30 days prior to course commencing) | $2,100 | $2,100 |
| Standard | $2,350 | $2,350 |
The enrolment fees are:
| Fees | Online |
|---|---|
| FSF members companies | $750 |
| Non-FSF members | $1,200 |
The enrolment fees are:
| Fees | Online | Virtual classroom |
|---|---|---|
| Standard | $985 | $1,390 |
The enrolment fees are:
| Fees | Online | Virtual classroom | Face-to-face classroom |
|---|---|---|---|
| Closing the gaps | $250 | $300 | $350 |
The enrolment fees are:
| Webinar | Online webinar |
|---|---|
| AML/CFT webinar for the accounting sector | $50 |
| AML/CFT webinar for the financial advice services sector | $50 |
| AML/CFT webinar for the legal sector | $50 |
| AML/CFT webinar for the real estate sector | $50 |
If you are enrolling on an NZQA course and paying personally for your study, in accordance with the Student Fee Protection Rules 2021, your course fees are protected through a fee protection arrangement with Public Trust. Strategi Institute complies with the Education and Training Act 2020 and the Student Fee Protection Rules 2021. The maximum liability amount for all fees paid directly or on behalf of the student are held in a static trust account with Public Trust. This ensures that funds are secure in the unlikely event of insolvency, regulatory closure, or withdrawal of accreditation by NZQA. For more information, please contact Strategi Institute.
All requests to withdraw from a course must be submitted in writing to Strategi Institute. The date Strategi Institute receives the written request for withdrawal is the official date of withdrawal from the course.
You can withdraw from a course you are enrolled in any time prior to the start date for a full refund of the course fees. For courses that have already commenced, the withdrawal period and refund policy are as given below:
For courses of three months duration or more:
Domestic students are entitled to a refund if they withdraw from a programme or micro-credential as per section 357 of the Education and Training Act 2020, and if:
Strategi Institute shall refund an amount equal to the sum of the amount paid less a deduction of the lesser of ten (10) per cent of the fees paid or $500 including GST.
For courses less than three months duration:
Domestic students enrolling in a programme or micro-credential of less than three months duration are entitled to a refund under section 357(3) of the Education and Training Act 2020. NZQA specifies the following withdrawal periods and refund amounts for domestic students on courses of under three (3) months:
| Course length | Withdrawal period | Refund amount |
|---|---|---|
| For courses of two (2) days or less. | None. | Any refund is at the private training establishment’s (Strategi Institute) discretion. |
| For courses of more than two (2) days but under five (5) weeks. | Up to the end of two calendar days of the course commencing. | A minimum of 50% of the amount the student paid in respect of the course. |
| For courses of five (5) weeks or more but less than three (3) months. | Up to the end of five (5) calendar days of the course commencing. | A minimum of 75% of the amount the student paid in respect of the course. |
Please note: Although these refund and withdrawal periods are specifically for NZQA programmes and micro-credentials, Strategi Institute also applies the same refund policy to short courses, and webinars.
No refund is made if a student enrolment is terminated due to serious misconduct or lack of attendance.
You are not entitled to refunds after the withdrawal period for any course. However, Strategi Institute will consider requests for refunds based on extenuating circumstances and compassionate grounds beyond the withdrawal period. Any refund beyond the withdrawal period is at Strategi Institute’s discretion.
Strategi Institute reserves the right to cancel a course if the minimum number of enrolments is not reached. Strategi Institute accepts no liability for personal expenses incurred, provided a week’s notice is given for face-to-face or virtual classroom sessions.
Strategi Institute also reserves the right to cancel, postpone, or reschedule classes without notice or otherwise vary the enrolment agreement if the variation is caused by a reason beyond its control, including but without limitation:
In these circumstances, you may:
All study material is supplied only for use by Strategi Institute candidates. Except as permitted under the Copyright Act 1994 no part of Strategi Institute’s training material may be reproduced, stored in a retrieval system, communicated or transmitted in any form or by any means without prior approval.
While every care has been taken in the preparation and supply of training resources, Strategi Institute Limited accepts no responsibility for any loss caused as a result of any person relying on the material supplied.
Information about you and your learning achievements is governed by the Privacy Act 2020, which Strategi Institute follows closely. You have the right of access to your personal information and to correct information Strategi Institute holds about you. For more information, please read our Privacy Statement.
If you have any queries or concerns regarding the Privacy Statement, please contact us.
As Strategi Institute has partnered with the Financial Services Federation (FSF) to develop the Consumer Credit (Micro-credential) (Level 5), we will be sharing the following information with FSF for students who enrol in the Consumer Credit (Micro-credential) (Level 5) for financial audit purposes:
Radar is Strategi Institute Limited’s online learning platform that holds NZQA qualification training, continuing professional development (CPD) training plus assessments, and other learning resources.
Your access to Radar is limited to reflect the type of subscription/course access you have.
By viewing and using Radar you are deemed to agree to these Terms and Conditions.
For more information on Radar or the Terms and Conditions, please contact info@strategi.ac.nz.
If you are enrolling on an NZQA course (New Zealand Certificate or Micro-credential), please refer to the statutory information statement for prospective students under section 354 of the Education and Training Act 2020 below.
The total fees for each programme or micro-credential can be found under the fees section in the candidate guidelines, on our website, and on your invoice. Depending on the study method selected, your course fees will vary. For the full details of what is included in the cost of each study method, please refer to the information below.
This includes access to Strategi Institute’s online learning platform, online course manual and material, assignments, assignment marking and feedback, assignment support sessions via Zoom, and student support (via online chat, email and phone).
This includes access to Strategi Institute’s online learning platform, online course manual and material, one (1) hard copy course manual, assignments, assignment marking and feedback, assignment support sessions via Zoom, and student support (via online chat, email and phone).
This includes access to Strategi Institute’s online learning platform, online course manual and material, one (1) hard copy course manual, facilitation via Zoom, one (1) hour Q/A session following the facilitation, assignments, assignment marking and feedback, assignment support sessions via Zoom, and student support (via online chat, email and phone).
This includes access to Strategi Institute’s online learning platform, online course manual and material, one (1) hard copy course manual, face-to-face facilitation, catered morning and afternoon tea, venue costs, assignments, assignment marking and feedback, assignment support sessions via Zoom, and student support (via online chat, email and phone).
Regardless of the study method selected, all course material, including assignments, will be provided electronically via our online learning platform.
All assignments need to be completed on a computer. Therefore, Strategi Institute does have minimum technical requirements. For more information on the minimum IT requirements, please refer to the IT requirements section above.
Please contact Strategi Institute if you have any concerns regarding the minimum IT requirements.
Additional student services Strategi Institute may charge for:
| Additional student services: | Fees associated: |
|---|---|
| Private coaching | $180 plus GST per hour, plus any travel expenses if the private coaching is conducted face-to-face. |
| Extension | The extension fee is calculated on a cost recovery basis. However, the extension fee will not exceed $300 plus GST. To identify whether you are eligible for an extension please refer to the extensions section in the candidate guidelines. |
For information on refund entitlements for domestic students, please refer to the withdrawals and refunds section in the candidate guidelines.
No governing member of Strategi Institute has any material conflicts of interest, nor is there any material conflicts of interest arising from a person’s role as a governing member of Strategi Institute.
For further information, please contact us.
Disclaimer: The above candidate guidelines are governed by the laws of New Zealand.