New Zealand Certificate in Financial Services with strands in Financial Advice, Investment, Life and Health Insurance, General Insurance, Residential Property Lending, Personal Lending, Banking, and Trustee Services

The purpose of this qualification is to provide the financial services industry with individuals who have specialist operational and theoretical knowledge and skills in financial services.

This qualification is suitable for individuals who are working in or who wish to enter the financial services industry. It is an appropriate qualification for those seeking to advance to specialist roles and/or enhance their skills and knowledge within retail and personal services areas of the financial services industry.

The Financial Advice strand is of particular relevance to those seeking to provide personalised financial advice. Graduates will be capable of self-management in roles in: Financial Advice; Investment; Life and Health Insurance; General Insurance; Residential Property Lending; Personal Lending; Banking; Trustee Services.

Strategi Institute provides professional development education to those in the New Zealand financial services industry, plus AML/CFT-specific training to lawyers, accountants, real estate agents and lenders. It is our mission to become the most respected provider of AML/CFT and financial industry training, knowledge and support services in New Zealand.

We partner with people — plus their organisations — to help them develop their professional expertise, increase their revenues and grow their business. 

We provide course programmes that are relevant to the issues facing all AML/CFT reporting entities and to today’s advisers, product providers and networks. Strategi Institute has a full range of courses to meet all CPD requirements, and takes students through the New Zealand Certificate in Financial Services qualification (Level 5).

In addition we can work with our partner networks and corporates to develop new topics relevant to a specific organisation.