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Below are some of the most popular Strategi publications and resources related to compliance, best practice, training and continuous professional development across the financial services and professional services sector.

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Compliance
Use this checklist to assess your progress towards meeting the requirements of the new financial advice regime that takes effect on 15 March 2021.
Published: February 26, 2021
Disclosure requirements, FAP licensing, License applications, Training
Published: January 23, 2023
Professional development
Training
Writing financial documents can be a challenge, especially if your clients have no specialist financial knowledge. Financial documents may also have to contain legal terms and concepts to satisfy regulations – making it twice as hard to communicate successfully with your client. However, a way to overcome this is to write clearly and concisely, also known as ‘plain drafting’ or writing with ‘plain language’. This will make it quicker and easier for a client to process, and act on a subject matter.
Published: March 8, 2021
Professional development, Training
Training
This handbook has been designed to be a quick reference guide for all those who operate under the licence of a financial advice provider (FAP).
Published: March 9, 2021
FAP licensing, Professional development, Training
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