New Zealand Certificate in Financial Services (Investment) (Level 5)

As your employer is paying for your course, you will enter into a tripartite agreement with your employer and Strategi Institute. This means you will be supported in your studies by both Strategi Institute and your employer.

As part of this arrangement, both you and your employer must sign the declarations below. By signing, you agree that Strategi Institute may share details of your academic progress with your employer.

An email containing a link to the training agreement will be sent to the main employer contact you have nominated. This agreement must be electronically signed by the employer contact, confirming:

• They have read, understood, and agreed to the terms and conditions of this training agreement.
• The learner has a current employment agreement, which may include a self-employment or volunteer/unpaid agreement.
• They have the authority to sign on behalf of the employer.

Signed by the learner

By signing below, I confirm that the information I have provided is true and correct to the best of my knowledge. I understand that Strategi Institute will handle my personal information in accordance with its privacy policy.

Signed by the learner

By signing below, I confirm that the information I have provided is true and correct to the best of my knowledge. I authorise Strategi Institute to disclose information held about me and my studies to the Financial Services Federation and understand that Strategi Institute will handle my personal information in accordance with its privacy policy.

Signed by the learner

By signing below I confirm that I have read, understood, and agreed to the terms and conditions of my enrolment. I also confirm that the information supplied is true and correct and that I have the legal right to work in New Zealand, if applicable.

I authorise Strategi Institute to disclose information held about me and my studies to my employer for their support and audit purposes. For more information, please read our privacy statement privacy policy.

Signed by the learner

By signing below I authorise Strategi Institute to disclose information held about me and my studies to the Financial Services Federation and my employer for their support and audit purposes. For more information, please read our privacy policy.