New Zealand Certificate in Financial Services (Life, Disability, and Health Insurance) (Level 5)

You can complete this programme through a mode that suits your schedule, location, and learning preferences. Online, distance, virtual and in person classes are available (see below).

All learners get access to Radar (Strategi Institute’s online learning platform), academic support, and regularly scheduled support sessions.

Online

Online learning is ideal if you’re working in the financial services industry or want to study independently from anywhere. You’ll complete your learning and assessments through our online learning management system using a computer or tablet.

What’s included:

• All learning materials provided online.
• Flexibility to study at your own pace within the programme timeframe.
• No requirement to attend live classes.
• Access to online support via chat, phone, email, or weekly support sessions.

Distance

Distance learning gives you all the benefits of online learning, plus printed course materials delivered to you.

What’s included:

• Printed copies of the Core and Life, Disability and Health Insurance manuals for studying offline or making written notes.
• All learning materials provided online.
• Flexibility to study at your own pace within the programme timeframe.
• No requirement to attend live classes.
• Access to online support via chat, phone, email, or weekly support sessions.

Virtual classroom

Virtual classroom learning combines online study with the structure of live facilitator-led classes. It is recommended particularly for learners new to the financial services industry. These sessions are delivered via Zoom and include breakout discussions and guided activities.

Virtual classes are scheduled at the beginning of each component (Core and Life, Disability and Health Insurance) as outlined below.

Typical virtual session formats (per component):

• Core component:
  • 8 x 2 hour classes (typically scheduled on weekday evenings);
• LDHI strand:
  • 8 x 2 hour classes (typically scheduled on weekday evenings);

What’s included:

• Expert facilitator-led learning without travel.
• Pre-session and post-session readings and activities.
• Printed copies of the Core and Life, Disability and Health Insurance manuals for studying offline or making written notes.
• All learning materials provided online.
• Flexibility to study at your own pace within the programme timeframe.
• Access to online support via chat, phone, email, or weekly support sessions.

Once the scheduled virtual sessions are completed, you’ll continue progressing through your assessments and submit them within the course duration. You’ll have access to all standard support options available to distance learners.

Classroom

Classroom learning provides face-to-face teaching with an expert facilitator and a group of peers. It is recommended particularly for learners new to the financial services industry. These sessions are held at set locations throughout the year.

Classroom sessions are offered at the start of each component (Core and Life, Disability and Health Insurance) as outlined below.

Typical classroom formats include:

• Core component: 2 full days (8 hours e.g., 9am–5pm)
• LDHI strand: 2 full days (8 hours e.g., 9am–5pm)

What’s included:

• Intensive facilitator-led learning in a supportive, interactive environment.
• Printed course materials provided at the workshop.
• Pre- and post-workshop readings and activities.
• Printed copies of the Core and Life, Disability and Health Insurance manuals for studying offline or making written notes.
• All learning materials provided online.
• Flexibility to study at your own pace within the programme timeframe.
• Access to online support via chat, phone, email, or weekly support sessions.

Once the scheduled classes are completed, you’ll continue progressing through your assessments and submit them within the course duration. You’ll have access to all standard support options available to distance learners.