Strategi Institute

🌟 The future of financial advice looks bright. We had a great time at the Financial Advice NZ Conference last week — a fantastic event full of fresh thinking, practical tools, and real momentum for the industry.

Here are our top 3 takeouts:

1. AI is moving fast – and it’s time to get on board
2. Compliance should support advice, not slow it down
3. Soft skills like empathy and communication are more important than ever

We also launched our new white paper and introduced Velis, a new company helping FAPs bring AI into their businesses.

Find out more about Velis AI: www.velis.co.nz

📢Exciting News! Strategi Institute’s CPD Handbook 2025 is here!🎉

We’re excited to announce the release of our latest CPD Handbook, your go-to guide for navigating professional development in the financial services industry. This updated edition includes:

✔️ NZCFS (Level 5) version 3 outcomes and what they mean for you.
✔️ FAP-mandated Continuing Professional Development (CPD) requirements explained.
✔️ Professional Development Planning (PDP) – why it matters and how to build yours.
✔️ Step-by-step guide to creating an effective PDP.

Stay ahead in the evolving regulatory landscape with expert insights and practical strategies. Download the CPD Handbook today – it’s completely free when you register your details with us or purchase it for just $25 + GST if you prefer not to register.

📊 Interested in the future of the financial advice industry in New Zealand?

New stats from Strategi Institute reveal exciting trends among those studying towards the Level 5 qualification—rising enrolment, greater diversity, and higher course completions.

If you like staying on top of industry trends, this is a must-read! These insights might even shape how you think about the future of your business.

Read more to stay informed at: https://zurl.co/RKDE