We often hear that it’s hard to find good financial advisers. But when Strategi conducts compliance assurance reviews, we regularly find that the next adviser is already in the business – their potential just hasn’t been tapped yet. 

Who are these people? 

It’s often the administrator sitting right beside you. Many administrators are smart, dedicated, great with clients, and already know your products, your business, and your compliance obligations. 

Many would love to become advisers and earn more, but the common barrier is the belief that gaining the New Zealand Certificate in Financial Services (Level 5) is difficult and expensive. 

The reality: practical and well supported 

• The Level 5 qualification is structured to support success, with open book assignments, no memory tests, and practical learning that advisers can apply straight away. 

• Strategi Institute offers wrap-around support to help students at every step. 

• Thanks to government funding, course fees are reduced to $1,000 + GST for online learning or $1,500 + GST for virtual classroom delivery. 

Why it makes sense for FAPs 

Funding an administrator through Level 5 is far more cost-effective than hiring and training an external adviser. It also develops loyal, knowledgeable staff who already understand your business. 

Our courses 

Strategi Institute offers: 

• New Zealand Certificate in Financial Services (Level 5) – online programme ($1,000 + GST) or virtual classroom delivery ($1,500 + GST). 

• Specialist strands including investment, insurance, residential property lending, and financial advice. 

Next step 

Find out more and contact our team to explore how we can help your administrators become qualified advisers.