Who we work with

Strategi Institute is the training provider of choice for many corporates and individuals in the financial services sector. Below are some of the associations, clients, groups and partners we work with. 

 

FSC

Strategi is a key partner of the Financial Services Council (FSC) who are a non-profit member organisation with a vision to develop and grow the financial wellbeing of New Zealand. FSC members commit to delivering strong consumer outcomes from a professional and sustainable financial services sector. The FSC's members manage funds of more than $88bn and pay out claims of $2.8bn per year (life and health insurance). Members of the FSC include the major insurers in life, health, disability and income insurance, fund managers, KiwiSaver and workplace savings schemes (including restricted schemes), professional service providers, and technology providers to the financial services sector.

 

FANZ

Strategi is a key partner of Financial Advice New Zealand (FANZ) who are a professional membership organisation for advisers working across all areas of financial advice, including mortgages, insurance, investment and financial planning. FANZ represent the interests of the public and its members, and strive to help New Zealanders, and the country as a whole, be financially better-off.

 

ITENZ

Strategi Institute is a member of ITENZ, who represents private tertiary institutions in New Zealand and is the largest association covering all areas of tertiary education. It is recognised as the main representative of the sector by the government and government agencies.

 

Strategi Institute work with Lifetime

Lifetime

Lifetime is a full-service financial advisory practice committed to securing a smarter financial future for Kiwis. From humble beginnings in 1999 as a small South Island business, Lifetime have grown to become a nationwide company of highly experienced financial, business and insurance advisers.

Financial Services Federation

Strategi Institute, in partnership with the Financial Services Federation, proudly offer the Consumer Credit (Micro-credential) (Level 5).