Search
Close this search box.
Physical address

Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand

Get in touch with us

Send us a message
Read or privacy statement

Financial services

Strategi Institute is a leading provider of financial services education in New Zealand since 2010. We are an actively operating Category 1 (top) rated education provider by the New Zealand Qualifications Authority (NZQA).

Today the Institute provides the New Zealand Certificate in Financial Services (Level 5), micro-credentials, short courses, and continuing professional development to the financial services and professional services sector. 

Whether you are looking to enter the financial services industry, or advance to a specialist role, our financial services courses will give you the training and qualification you need to succeed. To meet all learning preferences, programmes are delivered via online, distance, virtual classroom, or face-to-face classroom learning. It is your choice.

The New Zealand Certificate in Financial Services (Level 5) version 2 (NZCFS Level 5 V2) is the benchmark qualification for all who wish to provide regulated financial advice. 

NZCFS Level 5 V2 consists of two components. The Core strand and a specialist strand. The Core strand is mandatory for all students. Once you have attained your Core strand, you complete the specialist strand(s) related to the area of advice you wish to provide. We offer the following specialist strands:

Unified Funding System

Are you working in the financial services industry? If so, you may be eligible for discounted pricing for the NZCFS Level 5 V2.

Unsure if you are eligible to enrol with us?

Refer to our Candidate Guidelines for more information.

Are you already enrolled with Strategi Institute?

Login to Radar to view your course material

Got questions about a course?

Unlock the knowledge you need. Click the button below for expert answers!

Courses

Office location

Subscribe and stay informed with Strategi's email newsletter

Christmas and New Years Closing Dates: Friday 20th December - Monday 6th January