Candidate guidelines
Every student enrolling with us must agree and adhere to the following candidate guidelines.
Entry criteria
The entry criteria will vary depending upon the programme/course/webinar the student is enrolling for.
New Zealand Certificate in Financial Services (Level 5)
Applicants must be a New Zealand citizen or permanent resident; however eligible visa holders may be entitled to enrol subject to all legal requirements being met. Applicants must be 16 years of age or older.
All tuition is conducted in English. Non-native English speakers will require IELTS 5.5 with no band score lower than 5; or equivalent (e.g.: NCEA Level 1 English).
Prospective students may be required to participate in an interview prior to enrolment. Enrolment is subject to approval from the Academic Manager.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
Students enrolling on the New Zealand Certificate in Financial Services (Level 5) programme via the unified funding system:
To become a trainee, an individual must be involved in the financial services sector or a related field. Individuals may be employees or may be self-employed contractors working under an arrangement in the nature of employment.
To be eligible for the unified funding system, you must:
- Be currently working in the financial services industry; and
- Enrol into the New Zealand Certificate in Financial Services (Level 5) (NZCFS Level 5) version 2 programme (Core plus specialist strand); and
- Not have completed any version of the New Zealand Certificate in Financial Services (Level 5); and
- Be a NZ citizen or NZ resident or
- Be an Australian citizen or Australian permanent resident currently residing in New Zealand
Compliance Officer Course (Micro-credential) (Level 5)
Applicants must be 16 years of age or older, a New Zealand citizen or resident, currently employed as a compliance officer, or wanting to become a compliance officer. Applicants must have a minimum of NCEA Level 1 in English or IELTS 5.5 with no band less than 5.0, as all tuition is conducted in English.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
Governance for Financial Advice Providers (Small Business) (Micro-credential) (Level 6)
Applicants must be a New Zealand citizen or resident, currently employed in, or wanting to progress into a governance role in a financial advice provider (FAP) entity. Applicants must demonstrate English proficiency equivalent to an NCEA Level 1 in English or IELTS 5.5 with no band less than 5.0, as the medium of instruction is English.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
Consumer Credit (Micro-credential) (Level 5)
Applicants must be a New Zealand citizen or resident, currently employed in, or wanting to progress into a consumer credit role in finance, leasing, and credit-related insurance companies and credit reporting agencies. Applicants must demonstrate English proficiency equivalent to an NCEA Level 1 in English or IELTS 5.5 with no band less than 5.0, as the medium of instruction is English.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
Short courses
This includes: Closing the Gaps
This course is a Strategi Institute professional development course and not NZQA approved and accredited.
Applicants will be required to submit a copy of an acceptable photo ID. This does not need to be certified or verified.
Please refer to the enrolment checklist for acceptable proof of identity documents.
Webinars
Please note, webinars are not NZQA approved and accredited.
Any applicant can enrol for webinars. There is no entry criteria.
Enrolment period
New Zealand Certificate in Financial Services (Level 5)
The enrolment becomes official once:
- Strategi Institute has received all pre-enrolment requirements (for example: enrolment form, proof of identity, proof of residency/citizenship, payment received (unless otherwise negotiated by a network/corporate or employer), etc.
- Enrolment has been verified through internal compliance checks.
- Enrolment confirmation has been received from the Strategi Institute Course Coordinator.
Strategi Institute has two intakes per month. The intake date is the enrolment start date. The enrolment may be confirmed prior to the enrolment start date. However, you will only gain access to the course material on your enrolment start date.
All individual strand enrolments are for a period of six (6) months from the enrolment start date.
To complete the New Zealand Certificate in Financial Services (Level 5), you are required to complete the Core strand (six (6) month enrolment) and your specialist strand (six (6) month enrolment), totalling an enrolment period of twelve (12) months. Core strand and the chosen specialist strand must be completed within twelve (12) months.
Compliance Officer Course (Micro-credential) (Level 5)
The enrolment becomes official once:
- Strategi Institute has received all pre-enrolment requirements (for example: enrolment form, proof of identity, proof of residency/citizenship, payment received (unless otherwise negotiated by a network/corporate or employer), etc.
- Enrolment has been verified through internal compliance checks.
- Enrolment confirmation has been received from the Strategi Institute Course Coordinator.
Strategi Institute has two intakes per month. The intake date is the enrolment start date. The enrolment may be confirmed prior to the enrolment start date. However, you will only gain access to the course material on your enrolment start date.
Enrolment is for a period of twelve (12) weeks from the enrolment start date.
Governance for Financial Advice Providers (Small Business) (Micro-credential) (Level 6)
The enrolment becomes official once:
- Strategi Institute has received all pre-enrolment requirements (for example: enrolment form, proof of identity, proof of residency/citizenship, payment received (unless otherwise negotiated by a network/corporate or employer), etc.
- Enrolment has been verified through internal compliance checks.
- Enrolment confirmation has been received from the Strategi Institute Course Coordinator.
Strategi Institute has two intakes per month. The intake date is the enrolment start date. The enrolment may be confirmed prior to the enrolment start date. However, you will only gain access to the course material on your enrolment start date.
Enrolment is for a period of fourteen (14) weeks from the enrolment start date.
Consumer Credit (Micro-credential) (Level 5)
The enrolment becomes official once:
- Strategi Institute has received all pre-enrolment requirements (for example: enrolment form, proof of identity, proof of residency/citizenship, payment received (unless otherwise negotiated by a network/corporate or employer), etc.
- Enrolment has been verified through internal compliance checks.
- Enrolment confirmation has been received from the Strategi Institute Course Coordinator.
Strategi Institute has two intakes per month. The intake date is the enrolment start date. The enrolment may be confirmed prior to the enrolment start date. However, you will only gain access to the course material on your enrolment start date.
Enrolment is for a period of sixteen (16) weeks from the enrolment start date.
Short courses
This includes: Closing the Gaps
The enrolment becomes official once:
- Strategi Institute has received all pre-enrolment requirements (for example: enrolment form, proof of identity, payment received (unless otherwise negotiated by a network/corporate or employer).
- Enrolment has been verified through internal compliance checks.
- Enrolment confirmation has been received from the Strategi Institute Course Coordinator.
The enrolment start date is stipulated in the enrolment confirmation email. Access to the course material will only be granted from the enrolment start date.
Enrolment is for a period of eight (8) weeks (two (2) months) from the enrolment start date.
Webinars
The enrolment period is the duration of the webinar (e.g., one (1) hour).
IT requirements
NZQA courses
This includes:
- New Zealand Certificate of Financial Services (Level 5)
- Compliance Officer Course (Micro-credential) (Level 5)
- Governance for Financial Advice Providers (Small Business) (Micro-credential) (Level 6)
- Consumer Credit (Micro-credential) (Level 5)
Depending on the study method selected, all learning material is provided online. All assignments need to be completed on a computer. Therefore, Strategi Institute does have minimum technical requirements. Before signing up to commence a course, students will need to ensure they have reliable access to a computer/laptop, stable internet connection and Microsoft Office. Without Microsoft Office students will be unable to open or submit their assignments.
Short courses
This includes: Closing the Gaps
All learning material is provided online. All assessments need to be completed on a computer. Therefore, Strategi Institute does have minimum technical requirements. Before signing up to commence a course, students will need to ensure they have reliable access to a computer/laptop, and stable internet connection.
Webinars
Webinars do not have assessment associated with the training. However, in order to attend the webinar students will need to ensure they have reliable access to a computer/laptop, and stable internet connection.
The learning contract
To make the learning environment a safe, secure place to work in, we ask you to agree that it is a place where:
- We co-operate with each other.
- We respect the views and beliefs of others.
- We can learn by our mistakes.
- It is OK to change your mind.
- Cultural difference is valued.
- Discussions are confidential so we may share without fear.
Please note aggressive or intimidating behaviour will not be tolerated.
Face-to-face classroom:
Smoking and the consumption of alcohol and/or drugs are not permitted during training. Please switch your mobile phone to silent mode and refrain from use during the training sessions. You are required to attend each day of the course unless prior arrangements have been agreed.
Online facilitated classroom via Zoom:
Smoking and the consumption of alcohol and/or drugs are not permitted during training. It is prohibited to record the training to safeguard the privacy of the participants. Please switch your mobile phone to silent mode and refrain from use during the training sessions. You are required to attend each day of the course unless prior arrangements have been agreed. The facilitator may ask you to switch on your video camera to ensure you are actively participating in the training.
Health and safety procedures
Face-to-face classroom:
Your trainer will make you aware of emergency evacuation procedures and any potential hazards in the training environment. Should you see anything hazardous in the training environment, bring it to the attention of the trainer immediately.
Online facilitated classroom via Zoom:
The online facilitated classroom sessions are run over consecutive days. With sessions that are two or more hours, the facilitator will ensure that you get regular breaks of at least five to ten minutes every hour. To ensure your health and safety, we recommend you follow the steps given below:
- Ensure you have a laptop in a good working condition (with power cable plugged in safely to an electric socket) as you will need this to attend the online classroom sessions and access almost all the course content and assignments which are hosted on Radar.
- To maximise the digital learning experience, it is preferable to have two screens so you can view the Zoom interaction on one screen and have Radar and the course content electronically displayed on the other screen.
- You need to make sure that you have the working space you need to attend the online sessions safely and comfortably. The amount of working space needed will depend on the individual user, the hardware and furniture being used, but you also need to take into account the human need for ‘personal space.’
- Overcrowding caused by placing workstations too close together or in a tight space can contribute to stress and reduced productivity. Set yourself up in a spacious location which is quiet and free from distractions. If your environment is noisy, then consider using headphones/earphones.
Download and read ‘The Pocket Ergonomist – a quick guide to the cause and reduction of muscle fatigue at work’ here.
NZQA courses
This includes:
- New Zealand Certificate of Financial Services (Level 5)
- Compliance Officer Course (Micro-credential) (Level 5)
- Governance for Financial Advice Providers (Small Business) (Micro-credential) (Level 6)
- Consumer Credit (Micro-credential) (Level 5)
As part of the Education (Pastoral Care of Tertiary and International Learners) Code of Practice 2021 (the Code), we are required to keep a record of each student’s emergency contact details and the instance in which we should be contacting this person.
When enrolling on an NZQA course, Strategi Institute will request the following emergency contact information in our enrolment form:
- Contact name;
- Relationship;
- Phone;
- Mobile;
- Email;
- Physical address; and
- Circumstances in which we should contact the nominated person.
Any information provided shall be kept confidential as per our privacy policy.
Special needs
If you have any special needs which impact on your ability to undertake training and assessment, please provide details on your registration form. Strategi Institute will then make arrangements with you as to how these will be accommodated.
Learning support
Strategi Institute staff are available for guidance and support during normal office hours via:
- Phone: (09) 414 1300.
- Email: support@strategi.ac.nz.
- Live chat on our website and Radar.
The staff will assist where possible, however, depending on the nature of your questions (e.g. assignment-related), they may refer you to an assignment support session or request you email your question(s) to assessor@strategi.ac.nz.
Students may also request a call from their assessor. In this case, assessors will return student calls within three (3) working days.
Strategi Institute delivers free assignment support sessions via Zoom based on demand. These are usually scheduled at regular intervals. There is a maximum capacity limit of ten (10) students per assignment support session to ensure all assignment-related questions are answered within the hour.
Please discuss with your facilitator/assessor any assignment-related problems.
Private coaching is available to all students and can be delivered via Zoom or face-to-face. The cost for private coaching is $180 plus GST per hour, plus any travel expenses if the private coaching is conducted face-to-face. Contact Strategi Institute to arrange a private coaching session.
If you need guidance and support outside the expertise of Strategi Institute, please ask for details of other sources of support.
Community support and guidance
Assessment and reassessment
NZQA courses
This includes:
- New Zealand Certificate of Financial Services (Level 5)
- Compliance Officer Course (Micro-credential) (Level 5)
- Governance for Financial Advice Providers (Small Business) (Micro-credential) (Level 6)
- Consumer Credit (Micro-credential) (Level 5)
Full details of the assessments are provided as part of the training. You must submit all work for assessment in English. All assessments must be submitted before the end of your enrolment period via Radar, Strategi Institute’s online learning platform, unless agreed otherwise. Please note, assignment feedback and/or results will be provided within fourteen (14) days from the date you submit.
Your assessment may be returned to you for rework and all rework must be completed and submitted within two (2) weeks of having received feedback. You may submit your rework for assessment twice within the enrolment period. If you do not meet the assessment criteria after three (3) attempts, further training will be required, and this will incur a cost. All assignments must be completed and passed by the end of your enrolment period.
Note: All work submitted for assessment must be your own work. Cheating (including collusion and plagiarism) is regarded as a serious misdemeanour. Strategi Institute will fully investigate any allegation of cheating and has a number of actions it can take. Please refer to Strategi Institute’s misconduct in assessment policy outlined below.
If you take longer than the period of your enrolment to resubmit your work, a reassessment fee calculated on a cost recovery basis may apply. To enable participants to achieve all unit standard outcomes, Strategi Institute may on occasion, and on a case-by-case basis extend the completion period. In this case a revised completion date will be notified to relevant participants in writing.
Short courses
This includes: Closing the Gaps
The assessment is conducted online via Radar. Strategi Institute has developed several sets of assessment questions to avoid copying of questions and answers.
The assessment process involves:
- A set of 30 questions divided into three sections.
- All questions are open book.
- The assessment time limit is 25 mins per section.
- You are required to pass 80% of all questions in each section and you must pass all three sections. It is not acceptable to obtain 100% for two of the three sections and then obtain 70% in one section.
- You will be provided with two attempts at each section.
- If after two attempts, you have failed to obtain the 80% pass mark for all three sections, then you will have the option to pay $100 plus GST and receive a new final set of questions. You will be required to pass 80% of all questions in all three sections – not just the section(s) you failed.
- Your assessment will be progressively marked, and you receive your full results via Radar on completion of the assessment.
When undertaking the assessment all answers submitted must be your own. Please refer to the misconduct in assessment policy below.
Webinars
There is no assessment for webinars.
Misconduct in assessment
Strategi Institute does not tolerate cheating or helping others to cheat.
Cheating in any form:
- Undermines the cheating student’s learning outcome;
- Devalues the learning achievements of other students; and
- Undermines the reputation and integrity of Strategi Institute’s teaching and assessment processes.
Cheating can take many forms including:
- Copying another student’s work;
- Plagiarism;
- Deliberately misleading through making up information; or
- Impersonating another person.
Strategi Institute is committed to providing its students with top quality courses and assisting them to achieve successful outcomes. It encourages and supports students to develop their own thought processes and to demonstrate understanding of their learning in a way that will assist them with their everyday work.
Strategi Institute expects all candidates to complete their assignments with integrity and honesty. Any student struggling to complete their course work is encouraged to seek help from:
- Their course coordinator, facilitator and/or assessor;
- A senior work colleague; or
- Strategi Institute’s Academic Manager.
Any allegation, or incident of cheating, will be fully investigated and may result in disciplinary action being taken. Such action may include any or all of:
- Removal from the course.
- Requirement to re-submit coursework.
- Reporting of the incident to the student’s employer (if applicable).
- Reporting of the incident to New Zealand Qualifications Authority (if applicable).
- Any other action deemed appropriate.
- No action.
Extensions
Any extension beyond the enrolment period is at Strategi Institute’s discretion. If your assessments have not been submitted and passed before the end of your enrolment period, unless you have an agreement with Strategi Institute, your enrolment will lapse.
If the student wishes to complete the course, they will be required to extend their enrolment and pay the extension fee which will be no more than $300 plus GST (calculated on a cost recovery basis). The student cannot apply for an extension if it has been more than six (6) months after the enrolment end date of the course. The maximum extension period is three (3) months.
Strategi Institute is always on hand to discuss student progress, but please apply for an extension close to the enrolment end date.
A student may apply for an extension for many reasons, including but without limitation:
- Personal responsibilities.
- Illness, accident, or injury.
- Work commitments.
- Financial hardship.
Circumstances considered during the extension application process, include but are not limited to:
- Student circumstances.
- Wellbeing and safety.
- Academic progress.
- Compliance requirements.
Applications for extensions must be submitted in writing by the student to support@strategi.ac.nz.
If the student has not made any progress, Strategi Institute will decline an extension request and ask the student to re-enrol. Should the student wish to extend the enrolment and it has been more than six (6) months after the enrolment end date, the student will be required to re-enrol.
Students can use the 10% re-enrolment discount if re-enrolling into the same course.
For students enrolled on Strategi Institute programmes via the unified funding system:
The programme MUST be completed and passed between seven (7) and eight (8) months from the enrolment start date i.e., you cannot finish in months one (1) to six (6) or after month eight (8). Assessments cannot be submitted after the 8-month period.
Strategi Institute will only consider extensions for students who are enrolled on Strategi Institute programmes via the unified funding system if they have extenuating circumstances.
Assessment appeals
If you want to appeal against an assessment result, tell your assessor or a Strategi Institute staff member within fourteen (14) days of receipt of the assessed work. If you and the assessor cannot reach an agreement, Strategi Institute management will consider the appeal. If the assessment appeal is not satisfactorily resolved, it may be referred to an external moderator whose decision will be final.
Recognition of prior learning, existing credit and cross credit
We acknowledge and support the right of students to gain credit for existing skills and knowledge through the process of recognition of prior learning. If you let us know that you wish to have existing skills and knowledge recognised, a process of assessment of this prior learning will commence. Credit will be allocated to you if you meet the assessment requirements. An assessment fee will apply.
For existing credits, if you can show us that your Record of Achievement shows achievement of a unit standard/s that is a component in a course, Strategi Institute will recognise the credits awarded and the student will be exempted from completing the unit or units.
CPD hour/credits are only transferable if they have been achieved via formal study leading to an exam. CPD hours for conferences, roadshows, informal courses and seminars are not transferable.
Students who have achieved graduate profile outcomes with another training provider can apply to complete the remainder of their studies with Strategi Institute. If you can provide your academic transcript stating the achievement of the graduate profile outcomes that is a component in a course, Strategi Institute will cross credit this and award the relevant unit standards. The student will then be exempt from completing those particular units.
Feedback and comments
Strategi Institute is committed to continuous improvement and welcomes student comments and feedback, whether it be a compliment, comment, concern, or complaint. Student feedback can be provided directly to staff or using the online student feedback form(s).
Students may be surveyed and asked to express their views and rate Strategi Institute programmes, training courses and services. “Surveyed” means seeking feedback and opinions (including, but not limited to, by way of a questionnaire). Published results will maintain the confidentiality of individual students completing the survey. Outcomes will be used to inform the ongoing improvement of Strategi Institute programmes, training courses and services and may be reported to Strategi Institute staff and to external agencies. Reports may also be made available to students.
Employers of Strategi Institute graduates, providers of further education to Strategi Institute graduates and other stakeholders may be surveyed and asked to express their views and rate Strategi Institute programmes and training courses, including how well graduates have met the outcomes of their qualifications and how well programmes have prepared graduates for work or further study. Published results will maintain the confidentiality of individual graduates. Outcomes will be used to inform the ongoing improvement of Strategi Institute programmes, training courses and services and may be reported to both Strategi Institute staff and to external agencies. Reports may be made available to students.
Resolving concerns
In our approach, a concern is a situation where a satisfactory resolution can likely be achieved through direct, informal discussion with the involved individuals, typically involving minor impact from unmet standards. Such concerns often stem from misunderstandings and can be swiftly resolved. We aim to address any concerns that might affect your studies or our service supportively. We encourage you to reach out directly to the person involved or their manager to resolve any issues. Please contact us promptly. Our top priority is efficiently resolving your concerns, ensuring they're handled with care for the best outcome possible. If you're unsure about whom to reach out to, our friendly support team is here to assist:
- Phone: +64 9 414 1300
- Email: support@strategi.ac.nz
If you're not satisfied with the resolution of your concern, please contact the Academic Manager at support@strategi.ac.nz or +64 9 414 1300 for guidance or to lodge a formal complaint. When emailing, specify "Concern" or "Complaint" in the subject line and provide a detailed description with relevant information or evidence. Further details on our complaints process are available below.
Formal complaints
At Strategi Institute, we are committed to providing a supportive, fair, and equitable approach in all our interactions and throughout our complaints process.
To ensure that making a complaint is as easy as possible for you, we have established multiple channels through which you can lodge a complaint. You can choose to submit your complaint through our website, live chat, email, phone, or even in person.
If a participant has a complaint:
- We encourage all complaints (participants or client) should first be addressed with the Strategi Institute person the participant/client has been dealing with to try to resolve it within five (5) working days. If you feel this can’t be addressed with the Strategi Institute person, you may contact the Academic Manager dot.bach@strategi.ac.nz or +64 9 414 1300.
- If the complaint is not resolved, the complaint will be referred to the Academic Manager.
- The Academic Manager will acknowledge the complaint in writing (via email) and inform you of the next steps and attempt to resolve the complaint within fifteen (15) working days from the date of receipt of the formal complaint. If a full response is not possible in this timeframe the complainant will be advised and a response will be provided as soon as possible.
- Information about the complaint (and the subsequent actions and investigation) is captured in the complaints register. This information at a minimum should include:
- Name of complainant;
- Date;
- Complaint owner;
- Date that acknowledgment letter sent;
- Nature of complaint;
- Action taken;
- Client follow-up and feedback;
- Date resolved; and
- Improvements identified.
- If you are not satisfied with the outcome, then you can ask for a review. The Chief Operations Officer and/or a Board member shall review the complaint and subsequent outcome. The outcome of this review is communicated back to the participant/client no later than ten (10) working days from request for review date.
- If you are not satisfied with the outcome, then you can ask for a review. The Chief Operations Officer and/or a Board member shall review the complaint and subsequent outcome. The outcome of this review is communicated back to the participant/client no later than ten (10) working days from request for review date.
You may bring along a support person or people to any discussions regarding the complaint.
At the end of our complaints process, you will receive a survey to provide feedback on your experience with the complaints process and the outcome of your complaint. We intend to use this data to improve our complaints process and provide training where necessary.
NZQA courses
This includes:
- New Zealand Certificate of Financial Services (Level 5)
- Compliance Officer Course (Micro-credential) (Level 5)
- Governance for Financial Advice Providers (Small Business) (Micro-credential) (Level 6)
- Consumer Credit (Micro-credential) (Level 5)
If you have followed the process above and are still not satisfied with the outcome, you may take your complaint further.
If your complaint related to fees or financial issues, you may contact the Tertiary Education Dispute Resolution, ph. 0800 00 8337 to discuss their services or the process. Alternatively, you can apply here to lodge your dispute for resolution.
If your complaint relates to how you are treated, teaching, or assessment, you may contact NZQA Wellington, ph. 0800 697 296 who will act to resolve the matter. Alternatively, you can submit a written complaint via this link.
Critical incidents
A critical incident is a significant and often unforeseen event or circumstance that has the potential to disrupt normal operations, pose a threat to the well-being of students or staff, or impact the overall functioning of the institution. Critical incidents can vary widely and may include emergencies, accidents, security breaches, or other situations that demand immediate attention and effective response to mitigate their consequences.
At Strategi Institute, the approach towards reporting critical incidents is marked by a profound sense of responsibility and diligence. Recognising the significance of such incidents in the context of safety, security, and overall operational integrity, Strategi Institute places paramount importance on the entire process of reporting, responding to, and managing critical incidents.
Centralised recording: A centralised accident and incident register is used to store and manage critical incident records securely.
The Institute records the following details as part of the accident and incident recording process:
- Name of the parties involved;
- Age;
- Date is the incident;
- Nature of the incident;
- Details of the incident;
- Any emergency or first aid requirements;
- Action taken;
- Date of investigation completion; and
- Result and method of prevention applied (if appropriate).
Immediate response: This involves having designated personnel who are trained to respond effectively to various types of incidents, ensuring that appropriate measures are taken to address the situation promptly.
Documentation: Detailed documentation of critical incidents is conducted by the first respondent in the centralised Accident and incident register. Relevant details about the incident, date, time, actions taken, investigation completion date and outcomes and appropriate prevention options and suggestions are documented within 48 hours of the reported incident.
Confidentiality: The privacy of the involved parties is maintained throughout the process without compromise.
Analysis and learning: After the initial response and management, Strategi Institute conducts a thorough post-incident analysis. This involves identifying the root causes of the incident, assessing the effectiveness of the response, and determining if any preventive measures could have been taken. The insights gained from these analyses are used to enhance existing protocols and practices.
Training and preparedness: Regular training sessions are provided to staff and stakeholders, equipping them with the skills and knowledge needed to handle various types of incidents. This proactive approach enhances the organisation's overall readiness to address critical incidents effectively.
Continuous improvement: The Institute consistently reviews its incident management processes, incorporating feedback from stakeholders and incorporating relevant best practices.
Insights from critical incidents: Critical incidents are unfortunate events that may impact the learning experience. These incidents can include disruptions to classes, technical glitches, or other unforeseen challenges. We understand that learners value information on how such incidents are managed. Transparent reporting of critical incident data allows us to communicate how swiftly and effectively we address these disruptions, minimising their impact on the learning process.
Fees
Any fee must be deposited in the Strategi Institute bank account. No staff shall accept any fees from the student or client on behalf of Strategi Institute.
If you are paying the course fee yourself, please ensure that your payment is made immediately following your receipt of our GST invoice. With courses funded by employers, Strategi Institute will have negotiated an all-up fee, including GST, materials and other costs.
Unless otherwise negotiated by a network/corporate or employer, payment of all fees in full is required prior to the commencement of your enrolment. Any fee which remains unpaid after fourteen (14) days of the commencement of the enrolment will enter the debt collection cycle.
If unpaid fees are forwarded to a debt collection agency, any debt collection costs will be added to the amount that you owe and are liable for.
All course fees are stipulated below.
Please note:
- All prices are per person and exclusive of GST.
- No annual administration fees for students.
- Discounted fees may be negotiated (prior to enrolling) for organisations who have 10 or more students enrolling with Strategi Institute annually and at the same time. Please contact us for more information.
For more information on what is included in the fees of the different study methods, please click here.
New Zealand Certificate in Financial Services (Level 5)
For individual strand enrolments the fees are:
|
Course and unit standards |
Online |
Distance |
Online facilitated classroom |
Face-to-face classroom |
|
Core strand |
$1,050 |
$1,170 |
$1,739 |
$1,899 |
|
Residential Property Lending strand |
$750 |
$840 |
$1,175 |
$1,335 |
|
Investment strand |
$750 |
$870 |
$1,439 |
$1,599 |
|
Life, Disability, and Health Insurance strand |
$750 |
$875 |
$1,339 |
$1,499 |
|
General Insurance strand |
$750 |
$875 |
$1,339 |
$1,499 |
For programme enrolments the fees are:
|
Programme |
Online |
Distance |
Online facilitated classroom |
Face-to-face classroom |
|
New Zealand Certificate in Financial Services (Residential Property Lending) (Level 5) |
$1,720 |
$1,930 |
$2,834 |
$3,199 |
|
New Zealand Certificate in Financial Services (Life, Disability, and Health Insurance) (Level 5) |
$1,720 |
$1,965 |
$2,998 |
$3,363 |
|
New Zealand Certificate in Financial Services (General Insurance) (Level 5) |
$1,720 |
$1,965 |
$2,998 |
$3,363 |
|
New Zealand Certificate in Financial Services (Investment) (Level 5) |
$1,720 |
$1,960 |
$3,098 |
$3,463 |
For those enrolling on Strategi Institute programmes via the unified funding system, please refer to the pricing stipulated on the programme schedule.
Compliance Officer Course (Micro-credential) (Level 5) and Governance for Financial Advice Providers (Small Business) (Micro-credential) (Level 6)
The enrolment fees are:
|
Fees |
Online facilitated classroom |
Face-to-face classroom |
|
Early bird |
$2,100 |
$2,100 |
|
Standard |
$2,350 |
$2,350 |
Consumer Credit (Mico-credential) (Level 5)
The enrolment fees are:
|
Fees |
Online |
|
FSF members companies |
$750 |
|
Non-FSF members |
$1,200 |
Short courses
The enrolment fees are:
|
Course |
Online |
Online facilitated classroom |
Face-to-face classroom |
|
Closing the Gaps |
$250 |
$300 |
$350 |
Webinars
The enrolment fees are:
|
Webinar |
Online webinar |
|
AML/CFT webinar for the accounting sector |
$50 |
|
AML/CFT webinar for the financial advice services sector |
$50 |
|
AML/CFT webinar for the legal sector |
$50 |
|
AML/CFT webinar for the real estate sector |
$50 |
Student fee protection
If you are enrolling on an NZQA course and paying personally for your study, in accordance with the Student Fee Protection Rules 2021, your course fees are protected through a fee protection arrangement with Public Trust. Strategi Institute complies with the Education and Training Act 2020 and the Student Fee Protection Rules 2021. The maximum liability amount for all fees paid directly or on behalf of the student are held in a static trust account with Public Trust. This ensures that funds are secure in the unlikely event of insolvency, regulatory closure, or withdrawal of accreditation by NZQA. For more information, please contact Strategi Institute.
Withdrawals and refunds
All requests to withdraw from a course must be submitted in writing to Strategi Institute. The date Strategi Institute receives the written request for withdrawal is the official date of withdrawal from the course.
You can withdraw from a course you are enrolled in any time prior to the start date for a full refund of the course fees. For courses that have already commenced, the withdrawal period and refund policy are as given below:
For courses of three months duration or more:
Domestic students are entitled to a refund if they withdraw from a programme or micro-credential as per section 357 of the Education and Training Act 2020, and if:
- The course is of three (3) months duration or more; and
- The withdrawal occurs up to the end of the eighth (8th) day after the start of a course.
Strategi Institute shall refund an amount equal to the sum of the amount paid less a deduction of the lesser of ten (10) per cent of the fees paid or $500 including GST.
For courses less than three months duration:
Domestic students enrolling in a programme or micro-credential of less than three months duration are entitled to a refund under section 357(3) of the Education and Training Act 2020. NZQA specifies the following withdrawal periods and refund amounts for domestic students on courses of under three (3) months:
|
Course length |
Withdrawal period |
Refund amount |
|
For courses of two (2) days or less. |
None. |
Any refund is at the private training establishment’s (Strategi Institute) discretion. |
|
For courses of more than two (2) days but under five (5) weeks. |
Up to the end of two calendar days of the course commencing. |
A minimum of 50% of the amount the student paid in respect of the course. |
|
For courses of five (5) weeks or more but less than three (3) months. |
Up to the end of five (5) calendar days of the course commencing. |
A minimum of 75% of the amount the student paid in respect of the course. |
Please note: Although these refund and withdrawal periods are specifically for NZQA programmes and micro-credentials, Strategi Institute also applies the same refund policy to short courses, and webinars.
No refund is made if a student enrolment is terminated due to serious misconduct or lack of attendance.
You are not entitled to refunds after the withdrawal period for any course. However, Strategi Institute will consider requests for refunds based on extenuating circumstances and compassionate grounds beyond the withdrawal period. Any refund beyond the withdrawal period is at Strategi Institute’s discretion.
Cancellations
Strategi Institute reserves the right to cancel a course if the minimum number of enrolments is not reached. Strategi Institute accepts no liability for personal expenses incurred, provided a week’s notice is given for face-to-face or online facilitated classroom sessions.
Strategi Institute also reserves the right to cancel, postpone, or reschedule classes without notice or otherwise vary the enrolment agreement if the variation is caused by a reason beyond its control, including but without limitation:
- Prevention from or hindrance in obtaining materials or supplies;
- Employment issues and/or disputes of whatever nature;
- Act of God;
- Fire;
- Act of Government or state;
- Epidemic or pandemic;
- Social or political unrest; or
- War.
In these circumstances, you may:
- Transfer to another course of the same value at no cost;
- Pay the difference in fees if the course delivery mode is upgraded, e.g. online facilitated classroom to a face-to-face classroom;
- Switch to online or distance learning (and receive a refund of the difference in price); or
- Receive a full refund of monies paid.
Copyright and indemnity
All study material is supplied only for use by Strategi Institute candidates. Except as permitted under the Copyright Act 1994 no part of Strategi Institute’s training material may be reproduced, stored in a retrieval system, communicated or transmitted in any form or by any means without prior approval.
While every care has been taken in the preparation and supply of training resources, Strategi Institute Limited accepts no responsibility for any loss caused as a result of any person relying on the material supplied.
Information about you and your results
Information about you and your learning achievements is governed by the Privacy Act 2020, which Strategi Institute follows closely. You have the right of access to your personal information and to correct information Strategi Institute holds about you. For more information, please read our Privacy Statement.
If you have any queries or concerns regarding the Privacy Statement, please contact us.
Radar
Radar is Strategi Institute Limited’s online learning platform that holds NZQA qualification training, continuing professional development (CPD) training plus assessments, and other learning resources.
Your access to Radar is limited to reflect the type of subscription/course access you have.
By viewing and using Radar you are deemed to agree to these Terms and Conditions.
For more information on Radar or the Terms and Conditions, please contact info@strategi.ac.nz.
Information for prospective students
If you are enrolling on an NZQA course (New Zealand Certificate or Micro-credential), please refer to the statutory information statement for prospective students under section 354 of the Education and Training Act 2020 below.
The total fees for each programme or micro-credential can be found under the fees section in the candidate guidelines, on our website, and on your invoice. Depending on the study method selected, your course fees will vary. For the full details of what is included in the cost of each study method, please refer to the table below.
|
Study method: |
What is included? |
|
Online |
This includes access to Strategi Institute’s online learning platform, online course manual and material, assessments, assessment marking and feedback, assignment support sessions via Zoom, and student support (via online chat, email and phone). |
|
Distance |
This includes access to Strategi Institute’s online learning platform, online course manual and material, one (1) hard copy course manual, assessments, assessment marking and feedback, assignment support sessions via Zoom, and student support (via online chat, email and phone). |
|
Online facilitated classroom |
This includes access to Strategi Institute’s online learning platform, online course manual and material, one (1) hard copy course manual, facilitation via Zoom, one (1) hour Q/A session following the facilitation, assessments, assessment marking and feedback, assignment support sessions via Zoom, and student support (via online chat, email and phone). |
|
Face-to-face classroom |
This includes access to Strategi Institute’s online learning platform, online course manual and material, one (1) hard copy course manual, face-to-face facilitation, catered morning and afternoon tea, venue costs, assessments, assessment marking and feedback, assignment support sessions via Zoom, and student support (via online chat, email and phone). |
Regardless of the study method selected, all course material, including assessment will be provided electronically via our online learning platform.
All assignments need to be completed on a computer. Therefore, Strategi Institute does have minimum technical requirements. For more information on the minimum IT requirements, please refer to the IT requirements section above.
Please contact Strategi Institute if you have any concerns regarding the minimum IT requirements.
Additional student services Strategi Institute may charge for:
|
Additional student services: |
Fees associated: |
|
Private coaching |
$180 plus GST per hour, plus any travel expenses if the private coaching is conducted face-to-face. |
|
Extension |
The extension fee is calculated on a cost recovery basis. However, the extension fee will not exceed $300 plus GST. To identify whether you are eligible for an extension please refer to the extensions section in the candidate guidelines. |
No governing member of Strategi Institute has any material conflicts of interest, nor is there any material conflicts of interest arising from a person’s role as a governing member of Strategi Institute.
For information on refund entitlements for domestic students, please refer to the withdrawals and refunds section in the candidate guidelines.
For further information, please contact us.
Disclaimer: The above candidate guidelines are governed by the laws of New Zealand.