- Gain the additional competence, knowledge, and skill. This is quick and easy. Just contact the team at Strategi Institute and they can enrol you on the right level 5 specialist strand plus talk you through the various ways to undertake your study- including our new evening tutorial classes. It could be as cheap as $750 plus GST.
- Update disclosure templates: You will need to amend your three disclosure templates to reflect the wider range of products and services you provide. Strategi can provide you with templates to do this or else can customise your documents so they are ready to use. Contact us for details on the right solution.
- Build new advice documents: This involves making some tweaks to your website, amending the FAP documented advice process, expanding your scope of service document and producing a new statement of advice template. Strategi can assist with this and provide either a customised or package solution to meet your budget. Contact us for more details.
Menu
GET IN TOUCH
Email
Phone
Physical address
Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand