Contact us on 1300 200 705

About Us

Welcome to Institute of Strategic Management

The Institute of Strategic Management (ISM) is a Registered Training Organisation (RTO) that delivers training in Financial Services and Business Services.

ISM is focused on becoming the preferred learning partner for individuals and business. It will achieve this by facilitating leading edge training and development programs and providing high quality nationally recognised training.

From our trainers to our resources, we are specialists in financial services and focus on helping you achieve tangible results for your business. Contact us for more information and a free initial consultation.

Why choose ISM

The time and resources invested in training are significant and it is important that this investment achieves tangible business results.  ISM is unique in specialising in financial services and tailoring training to your organisation.  We will help you achieve the results you desire with your training investment.

Why Are We Unique?

ISM are specialists. We don’t just serve up vanilla training to go through the motions. We spend time with you to understand how training can help you achieve your business goals and tailor our training to you.

Our trainers and executives are experts in financial services.

We provide strategic planning, governance and leadership support to many organisations in the financial services industry. We understand your business and training needs.

But don’t just take it from us, listen to our customers, and then contact us for a free consultation to discuss your business, training needs and funding options.

Industry Solutions

We specialise in financial services. From our staff to our training resources, we specialise in your industry and will tailor training to you.

Talk to us about how training from ISM can help you achieve tangible business results.

Training for Financial Services

ISM specialises in training for the financial services industry. Our major clients include banks, credit unions, financial planning organisations, mortgage brokers and insurers.
High quality training for your staff is crucial to ensuring you have a sustainable competitive advantage and meet your compliance requirements. But too often training is vanilla and your staff feel like they are going through the motions doing a generic qualification for work they already do each day. Staff dislike it, completion is a struggle, and you get poor value for your investment.

ISM is different. We specialise in financial services. We tailor training to our clients. Our primary focus is ensuring your organisation and your staff get the results you are seeking from the training and that value is delivered to your organisation. We are a Registered Training Organisation (RTO) so structure this around nationally recognised qualifications to ensure your staff also complete a recognised qualification.

To find out how tailored training could benefit your organisation and why so many organisations in the financial services industry choose ISM, contact us for a free consultation.


What our clients say about us

  • After training over 2,000 brokers we know what drives their success. You don’t need to be a broker, but you can learn from them… A proactive approach focused on building and strengthening relationships drives results. Our Member Experience Program gives you practical skills and strategies for success. Elevate, embeds those skills into your culture to drive long-term growth…

    Gerard HermensISM Owner and Principal
  • “Undertaking the Member Experience and Elevate Coaching Programs has provided staff with confidence, energy and a renewed focus on understanding and meeting member needs.  The result has been a 47% uplift from the previous year across our key lending products within six months of commencing the training.  During this period we achieved a 220% ROI, highlighting the value that the Program is contributing to SCU and its ability to deliver a memorable experience to members”.
    Angela HanlyExecutive Manager Financial Services, SCU
  • This is an exciting development as there is no other course available in the market as comprehensive or focussed on the practical aspects of commercial finance.
    George KaramGeorge KaramDirector at CAFBA
  • Thank you Antoine! What a luxury to have the opportunity to spend the day listening to and speaking with a professional with such practical and academic experience/background.
    Haley BellamySenior Mortgage Advisor
  • “The questionnaire was extensive and the processes in Governance 360 were ideal for critical analysis of board performance. The results have been of great value in further developing our capabilities, individually and as a board. I am very happy to recommend the assessment program to any board looking to improve its overall performance.”
    Daryl ChipperfieldChairman, Sutherland Credit Union
  • Interactive. Engaging. Challenging. Fantastic!   Got us thinking on our feet, Literally!
    Janelle TaylorTeachers Mutual Bank

We are ISM

This is our dedicated team who work day-in and day-out together to
bring our clients the financial services training they require.