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Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
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Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
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 3 (NZCFS Level 5 v3) is the benchmark qualification for all who wish to provide regulated financial advice.
NZCFS Level 5 v3 consists of two parts:
Once you complete the Core Component, you continue with the specialist strand(s) relevant to your advice area. Each strand below links to the full programme information page (Core + specialist strand):
Are you enrolling in the NZ Certificate in the Financial Services Level 5 (v3) programme in 2026? A limited number of government-funded places are available, reducing the programme fee for eligible students.
Refer to our Student Handbook for more information.
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