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A whole new level of training HISTORICALLY, THE PREFERENCE OF LENDERS HAS BEEN FOR MORTGAGE ADVISERS TO COMPLETE THE STRATEGI INSTITUTE CLASSROOMBASED COURSE TO OBTAIN THE RESIDENTIAL PROPERTY LENDING STRAND (RPL) OF THE NEW ZEALAND CERTIFICATE IN FINANCIAL SERVICES LEVEL 5 (NZCFS LEVEL 5).
Daniel Relf, the Strategi Group CEO, reported that COVID-19 put a temporary halt to conducting the preferred classroom-based courses. Strategi quickly moved to provide online facilitated classroom courses via Zoom, and these have proven to be very popular plus effective at continuing to deliver a high education output.
Relf confirmed the banks are informed on the transition and have welcomed the online facilitated classroom and see it as a great innovation and solution that delivers best practice now and into the future. They see many benefits including saving mortgage advisers money on travel and accommodation by completing the facilitated courses at home or work. Strategi Institute will continue to provide multi-delivery methods for the RPL strand. These include: • Online facilitated classroom training via Zoom • Traditional classroom-based training • Online self-paced training via our eLearning platform - Radar • Distance self-paced training
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Strategi is also launching NZCFS Level 5 (V2) on 1 June. Training will rise to a whole new level according to Relf. Changes include: • Lifting the bar to the equivalent of an AFA: NZCFS Level 5 (V2) raises the level of adviser competence, knowledge, and skill to that of an AFA today. The core strand will now include legislation, regulation, and code. RPL will now include the training and assessment relating to financial advice and good customer outcomes. • Interactive online learning content: Online content uses innovative and interactive learning techniques, including slides, animations, and videos, in addition to the new hardcopy manual and the new look online manual. • Video role-play: The role-play previously undertaken on day three of the RPL classroom course is now in video format and is used throughout the course. • RADAR adds extra CPD to enhance learning: RADAR- the online education platform- will progressively have additional modules added to enhance ongoing learning for mortgage advisers. • Hardcopy manuals now at a standard not seen before: All delivery methods (other than online) will include both hard copy and soft copy course manuals. These manuals are entirely new, they are visually superior to anything else in the market and become ideal office reference manuals.
• $500 Strategi completion subsidy: A $500 plus GST completion subsidy will be available if RPL is completed as part of the NZCFS Level 5 programme. • Individual mentor: Student mentors are available to provide support during the programme. • Online facilitated classroom via Zoom has even more: This is the ultimate delivery solution. It has: ✓ All of the above ✓ a trained facilitator who conducts 5x3 hour sessions plus a 2-hour Q&A session (total of 17 hours facilitator time)
✓ Daily preparation task sheet provided after each session ✓ Access via RADAR for up to 6 months to recorded training modules that highlight key content within the course. ✓ Ability to ask questions and undertake analysis during each Zoom facilitated session ✓ Zoom rooms with large touch screen displays, wideangle cameras, and multiple microphones. This enables a new facilitator dynamic and the ability to move around and create more of a traditional classroom experience. For more information please contact Strategi Institute on 09 414 1300 or email support@strategi.ac.nz or visit www.strategi.co.nz
