Article tagged with 'Strategi'
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The cost of running a one-person FAP revealed
18 Feb 2020 - It’s been estimated it might cost $10,000 to become licensed as a small adviser business, and then $10,000 a year to operate – but there’s a warning that’s the wrong way to look at it.
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Expect dramatic fall in FAP numbers: Greenslade
13 Nov 2019 - New Zealand could expect to get to as few as 400 financial advice providers by 2030, one training and compliance provider says.
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Advisers should pass level five with few problems: Hill
20 Oct 2019 - It’s in insurers’ interests to make sure that advisers are supported through to the new regime, Asteron Life’s executive manager of life distribution, Graham Hill, says.
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Strategi appoints chief executive
24 Jul 2019 - Training and compliance provider Strategi has appointed a new chief executive.
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Demand high for FAP course
02 Jul 2019 - Strategi Institute says its compliance officer course, designed for future financial advice providers (FAPs), has been met with strong demand.
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[GRTV] Fear of doing Level 5 wrong reason to bail from advice industry
25 Apr 2019 - In the latest episode of Good Returns TV, Strategi executive director David Greenslade tells advisers they should not be afraid of doing Level Five papers. Click to Read On
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'Success rebate' to lower cost of level five
05 Mar 2019 - A new fee rebate option will cut the cost of completing the Level Five qualification at Strategi for some successful students.
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Colleges prepare for student influx
09 Nov 2018 - Training institutions are readying themselves for an influx of advisers needing to attain the level five certificate in financial services.
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AML break for RFAs
29 Jun 2018 - Registered financial advisers have been given anti-money laundering relief.
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Read takes GM role
15 May 2018 - IDS founder Barry Read is taking a job as general manager of an advisory firm, three months after his firm joined forces with Strategi.