GET IN TOUCH
Email
Phone
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
Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
Strategi CPD helps advisers and advice firms take a more structured approach to planning and evidencing CPD. Instead of treating learning as one-off modules, it brings pathways and flexible catalogue access together – aligned to roles, the updated Code of Professional Conduct for Financial Advice Services 2025, and NZCFS (Level 5) Version 3 outcomes.
Choose the CPD pathway that fits your team – from foundation learning through to a fully structured, year-round approach.
What’s changed for CPD
NZCFS (Level 5) Version 3 is now the benchmark qualification for new advisers. While existing advisers don’t need to complete it, the updated Code expects learning to reflect this level – making structured CPD planning more important than ever.
How the CPD Handbook helps
Developed by Strategi Institute, the CPD Handbook 2026 explains Code Standard 9 in practical terms – showing how to plan, align, and record CPD across the year in a clear, defendable way.
Access your free CPD Handbook 2026. Your practical guide to planning CPD for 2026.