Candidate guidelines

Please click below to read the guidelines relating to the course(s) you are enrolling into.

 

NZCFS Candidate guidelines

Entry criteria

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.

Prospective students may be required to participate in an interview prior to enrolment. Enrolment is subject to approval from the Academic Manager.

Applicants will be required to submit a copy of an acceptable photo ID to prove their New Zealand citizenship or permanent residency. This could be the bio data page of your New Zealand passport or a certified New Zealand full birth certificate along with a driver’s license. For proof of permanent residency, please provide a certified copy of your overseas passport and your residency visa.

Enrolment period

All individual strand enrolments are for a period of six (6) months from the intake start date.

To complete the New Zealand Certificate in Financial Services (Level 5) - NZCFS Level 5, you are required to complete Core strand (6 month enrolment) and your specialist strand (6 month enrolment) totalling an enrolment period of 12 months.

 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.

Face-to-face classroom:
Please note aggressive or intimidating behaviour during training will not be tolerated. Smoking and the consumption of alcohol and/or drugs are not permitted during training. Please switch your cell 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:
Please note aggressive or intimidating behaviour during the training will not be tolerated. It is prohibited to record the training to safeguard the privacy of the participants. Please switch your cell 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 each session being two or more hours. The facilitator will ensure that you get regular breaks of at least five to ten minute 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 from here.

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. Your facilitator will then make arrangements with you as to how these will be accommodated.

Learning support

Strategi Institute staff are available for guidance and support, including assignment-related questions, during normal office hours and, if appropriate, outside of those hours by prior arrangement. Please contact Strategi Institute at support@strategi.ac.nz. Please discuss with your trainer/marker any course-related problems. 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, extensions and reassessment

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 and passed before the end of your enrolment period. Please note, assignment feedback and/or results will be provided within 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 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 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.

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, trainers 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.

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 you wish to complete the course you will be required to re-open your enrolment and pay the required fee (calculated on a cost recovery basis). You cannot re-open your enrolment beyond 12 months (6 months for individual strand) after the finish date of the course you enrolled for. The maximum re-enrolment period is 3 months. Should you wish to re-open your enrolment past the 12-month period, you will be required to re-enrol into the course and pay the full course fees.

The following additional requirements must be met by students qualifying for the Completion Subsidy: The first two assessments must be submitted and achieved within the first three (3) months of enrolment. The Certificate MUST be completed and passed between seven (7) and eight (8) months from the day of enrolment 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. If you take longer than eight (8) months to complete your training, the Completion Subsidy will not be awarded. You may complete your training under this enrolment provided you do so within twelve (12) months from the start date.

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.

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
  • 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 under the new regulatory regime.

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 mentor, facilitator and/or marker; or
  • 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 Financial Markets Authority (FMA);
  • Reporting of the incident to the student’s employer (if applicable);
  • Reporting of the incident to New Zealand Qualifications Authority;
  • Any other action deemed appropriate;
  • No action.

Assessment appeals

If you want to appeal against an assessment result, tell your assessor/trainer within 14 days of receipt of the assessed work. If you and the assessor/trainer cannot reach agreement, Strategi Institute management will consider the appeal. If your complaint is not satisfactorily resolved, your complaint may be referred to an external moderator whose decision will be final. You may also contact the New Zealand Qualifications Authority for assistance in resolving your complaint.

Recognition of prior learning or current competence and existing 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 Learning shows achievement of a unit standard/s that is a component in a course, you will be given credit and will be exempted the unit or units you have achieved.

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.

Complaints 

Strategi Institute shall take a supportive, fair, and equitable approach in conducting its interactions with you in implementing the complaints process.

If a participant has a complaint:

  1. All complaints or appeals (participants or client) should first be discussed with the Strategi Institute person the participant/client has been dealing with to try to resolve it.
  2. If the complaint is not resolved, the compliant should be referred to the Head of Institute to lodge a formal complaint (by any party).
  3. Head of Institute will send the complaints form to you to gather more information around the reason for the complaint.
  4. When the complaints form is received, the Head of Institute will acknowledge the complaint in writing and inform you of the next steps, and attempt to resolve within 21 days from the date of receipt of the formal complaint.
  5. 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
  • Improvements identified
  1. The Head of Institute will investigate the complaint and provide a written response to the complainant as soon as possible and within 21 days. If a full response is not possible in this time frame the complainant will be advised and a response will be provided as soon as possible.
  2. If you are not satisfied with the outcome, then you can ask for a review. The CEO 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 10 days from request for review date.
  3. If you are still not satisfied with the outcome 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.

You may bring along a support person to any discussions regarding the complaint.

    Fees, withdrawals and refunds

    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.

    For any fee which remains unpaid after fourteen (14) days of the commencement of the course, the student will enter the debt collection cycle.

    Unless otherwise negotiated by a network/corporate or employer, payment of all fees in full is required prior to the commencement of your course. 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.

    Student Fee Protection

    If you are paying personally for your study, in accordance with the Student Fee Protection Rules 2013, your course fees are protected through a fee protection arrangement with Public Trust. Strategi Institute complies with the Education Act 1989 and the NZQA Student Fee Protection policy. Strategi Institute shall maintain a maximum liability amount for all fees paid directly by or on behalf of the student, in a static trust account with Public Trust to ensure 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 course or training scheme as per section 235 of the Education Act 1989, and if:

    • the course is of three months duration or more; and
    • the withdrawal occurs up to the end of the eighth 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 10 per cent of the fees paid or $500 including GST.

      For courses less than three months duration:

      Domestic students enrolling in a course or training scheme of less than three months duration are entitled to a refund under section 235(1A) of the Education Act 1989. NZQA-specifies the following withdrawal periods and refund amounts for domestic students on courses of under three months:

      Course length     Withdrawal period     Refund amount
      For courses of two days or less     None     Any refund is at the PTE's discretion
      For courses of more than two days but under five 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 weeks or more but less than three months     Up to the end of five calendar days of the course commencing     A minimum of 75% of the amount the student paid in respect of the course

       

      Please note: Course means a programme, training scheme, or micro-credential in which a student is enrolled.

      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 NZ 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 Policy, please contact us.

        Statutory information statement for students required under section 234B of the Education Act

        • Strategi Institute charges no student service fees.
        • No governing member of Strategi Institute has any material conflicts of interest.

        For further information, please contact us.

         

        Compliance Officer Course Guidelines

        Entry criteria

        Applicants must be 16 years of age or older.

        Applicants must be a New Zealand citizen or permanent resident.

        Applicants must be currently employed as a compliance officer or wanting to become a compliance officer.

        Applicants must have a minimum of NCEA Level 1 in English, as all tuition is conducted in English.

        Applicants will be required to submit a certified copy of an acceptable photo ID to prove their New Zealand citizenship or permanent residency. This could be the bio data page of your New Zealand passport or a certified New Zealand full birth certificate along with a driver’s license. For proof of permanent residency, please provide a copy of your overseas passport and the residency visa.

        Enrolment period

        Enrolment is for a period of 12 weeks (3-months) from the start of the course.

        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.

        Face-to-face classroom:

        Please note aggressive or intimidating behaviour during training will not be tolerated. Smoking and the consumption of alcohol and/or drugs are not permitted during training. Please switch your cell 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:

        Please note aggressive or intimidating behaviour during the training will not be tolerated. It is prohibited to record the training to safeguard the privacy of the participants. Please switch your cell 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 each session being two or more hours. The facilitator will ensure that you get regular breaks of at least five to ten minute 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 from here.

        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. Your facilitator will then make arrangements with you as to how these will be accommodated.

        Learning support

        Strategi Institute staff are available for guidance and support, including assignment-related questions during normal office hours and, if appropriate, outside of those hours by prior arrangement. Please contact Strategi Institute at support@strategi.ac.nz. Please discuss with your trainer/marker any course-related problems. If you need guidance and support outside the expertise of Strategi Institute, please ask us for details of other sources of support.

        Assessments, extensions and reassessments

        The integrated assessment will be conducted by completion of four (4) assignments. It includes an evaluation of practical tasks covering critical aspects that form part of the day-to-day duties of a compliance officer. These tasks also demonstrate the graduates’ understanding and knowledge of what is expected of a compliance officer.

        Answers will vary between graduates depending on the size of the FAP and each FAP’s existing level of readiness.

        You must submit all work for assessment in English. All assessments must be submitted and passed before the end of your 3-month enrolment period. Please note, assignment feedback and/or results will be provided within 14 days from the date you submit.

        Any extension beyond the 3-month period is at Strategi Institute’s discretion. If your assessments have not been submitted and passed before the end of your 3-month enrolment period, unless you have an agreement with Strategi Institute, your enrolment will lapse. If you wish to complete the course you will be required to re-open your enrolment and pay the required fee (calculated on a cost recovery basis). You cannot re-open your enrolment more than 12 months after the start date of the course you enrolled for. The maximum re-enrolment period is 3 months. Should you wish to re-open your enrolment past the 12-month period, you will be required to re-enrol into the course and pay the full course fees.

        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.

        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
        • 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 under the new regulatory regime.

        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 mentor, facilitator and/or marker; or
        • 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 Financial Markets Authority (FMA);
        • Reporting of the incident to the student’s employer (if applicable);
        • Reporting of the incident to New Zealand Qualifications Authority;
        • Any other action deemed appropriate;

        Assessment appeals

        If you want to appeal against an assessment result, tell your assessor/trainer within 14 days of receipt of the assessed work. If you and the assessor/trainer cannot reach agreement, Strategi Institute management will consider the appeal. If your complaint is not satisfactorily resolved, your complaint may be referred to an external moderator whose decision will be final. You may also contact the New Zealand Qualifications Authority for assistance in resolving your complaint.

        Complaints

        Strategi Institute shall take a supportive, fair, and equitable approach in conducting its interactions with you in implementing the complaints process.

        If a participant has a complaint:

        1. All complaints or appeals (participants or client) should first be discussed with the Strategi Institute person the participant/client has been dealing with to try to resolve it.
        2. If the complaint is not resolved, the compliant should be referred to the Head of Institute to lodge a formal complaint (by any party).
        3. Head of Institute will send the complaints form to you to gather more information around the reason for the complaint.
        4. When the complaints form is received, the Head of Institute will acknowledge the complaint in writing and inform you of the next steps, and attempt to resolve within 21 days from the date of receipt of the formal complaint.
        5. 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
        • Improvements identified
        1. The Head of Institute will investigate the complaint and provide a written response to the complainant as soon as possible and within 21 days. If a full response is not possible in this time frame the complainant will be advised and a response will be provided as soon as possible.
        2. If you are not satisfied with the outcome, then you can ask for a review. The CEO 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 10 days from request for review date.
        3. If you are still not satisfied with the outcome 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.

        You may bring along a support person to any discussions regarding the complaint.

          Fees, withdrawals and refunds

          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.

          For any fee which remains unpaid after fourteen (14) days of the commencement of the course, the student will enter the debt collection cycle.

          Unless otherwise negotiated by a network/corporate or employer, payment of all fees in full is required prior to the commencement of your course. 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.

          Student Fee Protection

          If you are paying personally for your study, in accordance with the Student Fee Protection Rules 2013, your course fees are protected through a fee protection arrangement with Public Trust. Strategi Institute complies with the Education Act 1989 and the NZQA Student Fee Protection policy. Strategi Institute shall maintain a maximum liability amount for all fees paid directly by or on behalf of the student, in a static trust account with Public Trust to ensure 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 course or training scheme as per section 235 of the Education Act 1989, and if:

          • the course is of three months duration or more; and
          • the withdrawal occurs up to the end of the eighth 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 10 per cent of the fees paid or $500 including GST.

            For courses less than three months duration:

            Domestic students enrolling in a course or training scheme of less than three months duration are entitled to a refund under section 235(1A) of the Education Act 1989. NZQA-specifies the following withdrawal periods and refund amounts for domestic students on courses of under three months:

            Course length     Withdrawal period     Refund amount
            For courses of two days or less     None     Any refund is at the PTE's discretion
            For courses of more than two days but under five 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 weeks or more but less than three months     Up to the end of five calendar days of the course commencing     A minimum of 75% of the amount the student paid in respect of the course

             

            Please note: Course means a programme, training scheme, or micro-credential in which a student is enrolled.

            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 NZ 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 Policy, please contact us.

               

              Closing the Gaps Course Guidelines

              This course is a Strategi Institute professional development course and not NZQA approved and accredited. 

              Entry criteria

              Applicants will be required to submit a copy of an acceptable photo ID. This could be the bio data page of your passport or a New Zealand driver’s license.

              Enrolment period

              Enrolment is for a period of 8 weeks (2-months) from the start of the course.

              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.

               Face-to-face classroom:

              Please note aggressive or intimidating behaviour during training will not be tolerated. Smoking and the consumption of alcohol and/or drugs are not permitted during training. Please switch your cell 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:

              Please note aggressive or intimidating behaviour during the training will not be tolerated. It is prohibited to record the training to safeguard the privacy of the participants. Please switch your cell 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 each session being two or more hours. The facilitator will ensure that you get regular breaks of at least five to ten minute 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 from here.

              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. Your facilitator will then make arrangements with you as to how these will be accommodated.

              Learning support

              Strategi Institute staff are available for guidance and support, including assessment-related questions during normal office hours and, if appropriate, outside of those hours by prior arrangement. Please contact Strategi Institute at support@strategi.ac.nz. Please discuss with your trainer/marker any course-related problems. If you need guidance and support outside the expertise of Strategi Institute, please ask us for details of other sources of support.

              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
              • 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 under the new regulatory regime.

              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 mentor, facilitator and/or marker; or
              • 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 Financial Markets Authority (FMA);
              • Reporting of the incident to the student’s employer (if applicable);
              • Any other action deemed appropriate;

              Complaints

              Strategi Institute shall take a supportive, fair, and equitable approach in conducting its interactions with you in implementing the complaints process.

              If a participant has a complaint:

              1. All complaints or appeals (participants or client) should first be discussed with the Strategi Institute person the participant/client has been dealing with to try to resolve it.
              2. If the complaint is not resolved, the compliant should be referred to the Head of Institute to lodge a formal complaint (by any party).
              3. Head of Institute will send the complaints form to you to gather more information around the reason for the complaint.
              4. When the complaints form is received, the Head of Institute will acknowledge the complaint in writing and inform you of the next steps, and attempt to resolve within 21 days from the date of receipt of the formal complaint.
              5. 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
              • Improvements identified
              1. The Head of Institute will investigate the complaint and provide a written response to the complainant as soon as possible and within 21 days. If a full response is not possible in this time frame the complainant will be advised and a response will be provided as soon as possible.
              2. If you are not satisfied with the outcome, then you can ask for a review. The CEO 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 10 days from request for review date.
              3. If you are still not satisfied with the outcome 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.

              You may bring along a support person to any discussions regarding the complaint.

              Fees, withdrawals and refunds

              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.

              For any fee which remains unpaid after fourteen (14) days of the commencement of the course, the student will enter the debt collection cycle.

              Unless otherwise negotiated by a network/corporate or employer, payment of all fees in full is required prior to the commencement of your course. 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.

              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 course or training scheme as per section 235 of the Education Act 1989, and if:

              • the course is of three months duration or more; and
              • the withdrawal occurs up to the end of the eighth 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 10 per cent of the fees paid or $500 including GST.

                For courses less than three months duration:

                Domestic students enrolling in a course or training scheme of less than three months duration are entitled to a refund under section 235(1A) of the Education Act 1989. NZQA-specifies the following withdrawal periods and refund amounts for domestic students on courses of under three months:

                Course length     Withdrawal period     Refund amount
                For courses of two days or less     None     Any refund is at the PTE's discretion
                For courses of more than two days but under five 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 weeks or more but less than three months     Up to the end of five calendar days of the course commencing     A minimum of 75% of the amount the student paid in respect of the course

                 

                Please note: Course means a programme, training scheme, or micro-credential in which a student is enrolled.

                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 NZ 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 and Strategi Limited’s (Strategi) online 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 that you have.

                A one-year limited CPD Radar subscription is included in the course fees. Therefore, for one-year from the start of your enrolment, you will be provided with access to the platform functionality, plus limited access to a selected bundle of CPD articles.

                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.