• Closing the Gaps course: a bridge to the new advice world

Closing the Gaps course: a bridge to the new advice world

Closing the Gaps: a bridge to the new advice world

The following Closing the Gaps course study options are available for you to enrol. To view the full course information click here.

Study options

Online only: Study when it suits you via PowerPoint slides and recordings, supplemented by online material.                                                                         

Cost: $250 plus GST
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Zoom workshops: In one four-hour session, an experienced facilitator guides you through the content and answers your questions. All materials are provided electronically.

Cost: $300 plus GST
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Face-to-face classrooms: Our recommended solution as it provides the best overall educational experience. Our experienced facilitator takes you through the course material in one four-hour session, bringing the content to life using practical examples. Students can complete the assessment immediately after the class has finished.

Cost: $350 plus GST
Enrol now                                                                                      

*Please note, discounts apply for large groups and customised courses can also be arranged on request.*

Download the Closing the Gaps course brochure here. Still unsure? Chart your journey into the new regime here

What will you receive?

  • An electronic copy of the invaluable Strategi Regulatory Handbook Edition 5 - your regulatory bible and reference manual for navigating the new financial advice regime.
  • One-year basic subscription to Radar, Strategi Institute’s online CPD platform, setting you up to meet your professional development obligations for the new financial advice regime.
  • An electronic workbook preparing you for the multichoice assessment questions conducted online.
  • A Strategi Institute Closing the Gaps Certificate for six hours of verifiable CPD, upon successful completion of the assessment.
Order your Strategi Regulatory Handbook Edition 5 printed copy

While an electronic version of the Strategi Regulatory Handbook Edition 5 is provided for all participants, a professionally bound hardcopy is also available for an additional $55 plus GST (postage and handling excluded). To order your copy please call 09 414 1300 or email hristina.velkovska@strategi.ac.nz.


Enrol now:

Click on the preferred method of learning below to enrol and order the Closing the Gaps course.

Upon receiving your order, we will get in touch with you to obtain a valid and current form of your photo identification to finalise your enrolment.


    Need help?

    Can’t find the course you are looking for, or need more information on what option is best for you? Contact the Strategi Institute team, we are here to help you.

    Contact us