articles & commentary from Wizard Learning

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Learning & Development for Financial Advisers and Paraplanners - Wizard Learning: December news: Accredited CPD system, so much more for your money

Question: What does the Wizard accredited CPD system provide that nobody else’s does? more...

Learning and development news for Financial Advisers & Paraplanners - Wizard Learning: Nov news: J11 Wrap and platform services, R06 and AF5

This update covers: 1. New online Multimedia Course for J11 Wrap and platform services 2. Expected solutions for R06 and AF5 more...

Learning and development for Financial advisers and Paraplanners - Wizard Learning: Oct news: R06, AF5 and maintaining R01 to R05 knowledge

This update covers: 1. The expected solutions for the AF5 and R06 October exams are now available 2. Maintaining your R01 to R05 knowledge through CPD more...

Education update for Financial advisers to Financial Advisers - Wizard Learning: FCA and CII announce exam to reassess level 4 diploma qualification

Following the FCA and CII's announcement, we have received many enquiries about whether Wizard Learning will be offering training material and assessments to help to prepare for this new CII exam – a 100 question test spread across units R01 to R05 intended to reassesses a retail investment adviser's level 4 diploma knowledge. more...

Learning & Development for Financial Advisers and Paraplanners - Wizard Learning: July news incl study presentations, protection CPD, AF study packages

This update covers: 1. Popular study presentations 2. Common question asked about protection CPD 3. Study packages for the AF1 to AF4 exams more...

Learning & Development for Financial Advisers and Paraplanners - Wizard Learning: June news incl R06, complaints procedures, CPD

This update covers: 1. R06 Expected Solution now available for the July exam 2. Complaints procedures online course 3. Five key reasons for using our accredited CPD system 4. The most common question we are asked more...

Learning update for Financial Advisers and Paraplanners - Wizard Learning: April news incl AF5, R06 and CII results

This update covers: 1. The expected solutions for the AF5 and R06 April exams are now available 2. Five key reasons for using our accredited CPD system 3. CII pass rates 4. 2018 Panacea Adviser's Financial Adviser Content Survey 5. New testimonials more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: March news incl AF exams, AF7 and R06 & AF5 solutions

This update covers: 1. AF7 Pension transfers - practice papers 2. Know what is required for AF1, AF2, AF3, AF4 and AF5 and what we offer 3. Expected solutions for R06 and AF5 more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning January news update

This update covers: 1. Study presentation - Staying positive during your exam studies 2. R06 January 2018 Expected Solution 3. Why advisers use the Wizard Learning accredited CPD system 4. New testimonials more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning December news update

This update covers: 1. Expected solution packages for R06 and AF5 - start preparing now 2. Accredited CPD system - maintain your diploma knowledge 3. Study presentation - Less is Best more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: New study presentation, CPD, AF5, R06

1. The expected solutions for the AF5 and R06 October exams are now available 2. Taking Continuous Professional Development seriously 3. Study presentation - the importance of testing more...

Education for advisers and Paraplanners - Wizard Learning: New study presentation, CPD, AF5, R06

The expected solutions for the AF5 and R06 October exams are now available. Taking Continuous Professional Development seriously more...

Learning and Development for Financial Advisers and Paraplanners - Update on Wizard Learning exam resources

This update covers: 1. Know what is required for AF1, AF2, AF3, AF4 and AF5 and what we offer 2. Expected solutions for R06 and AF5 3. Accredited CPD System offer more...

Learning & development update for Financial Advisers and Paraplanners - Wizard Learning: Study presentation, business tools, AF5 and R06 solutions

This update covers: 1. Study presentation - Easy ways to improve your memory 2. R06 and AF5 expected solution packages 3. Customer feedback more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: R06 expected solution and make studying more effective video

This update covers: 1. R06 Expected Solution now available for the July exam 2. Make studying more effective presentation more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: News on: R06, AF5, study presentation, significant management regime

In this news update we cover: 1. Be Motivated to Study presentation 2. R06 and AF5 expected solution packages 3. What you need to know about the new regime for significant management 4. Training Directory more...

Partner offer for Financial Advisers and Paraplanners - Wizard Learning: A special offer for the Panacea Adviser Community

Wizard Learning provide a wide variety of learning solutions to help financial services professionals pass recognised industry qualifications as well as developing their technical knowledge and key skills. This online learning learning includes modules for the Diploma in Regulated Financial Planning, Diploma in Financial Planning, Advanced Diploma in Financial Planning and CeMAP. In addition they also provide an extensive accredited CPD System. more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: Including R06 and AF5 expected solutions

This update covers: 1. The expected solutions for the AF5 and R06 April exams are now available 2. Investment article – correlation 3. Taking Continuous Professional Development seriously more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: R06 and AF5, AF study packages, new study video, article on auto-enrolment

This news update covers: 1. Expected solutions for R06 and AF5 2. Study packages for the AF1 to AF4 exams 3. New video: Get organised for success. 4. Auto-enrolment review and workplace pension savers more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: CII pass rates and the common mistakes of studying

In this news update we look at the recently published CII pass rates and our new animated presentation on the common mistakes of studying. more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: New study video, protection CPD and article

This update covers: 1. New study video - scheduling made easy 2. Maintaining your Financial Protection knowledge through CPD 3. The attack on the landlord more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: R06 expected solution available and accredited CPD

R06 Expected Solution now available for the January exam The Expected Solution is now available for immediate download. There are 30 pages of expert analysis for case study 1 and 38 pages for case study 2, as well as 14 pages of generic information on questions that may be asked. The Expected Solution package includes a detailed analysis by our panel of experts of the 2 case studies that are issued by the CII 2 weeks prior to the exam. We provide you with a list of the questions that we feel could be asked together with a detailed solution. more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: News incl maintaining CPD and furnished holiday let alternative

This update covers: 1. Maintaining your Personal Taxation knowledge through CPD 2. Learning to Learn 3. Furnished holiday let alternative? more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: News on R06 and customer survey

This update covers: 1. Expected solution packages for R06 for the January exam - start preparing now 2. Customer survey results 3. Training Directory more...

Learning and Development for Financial Advisers and Paraplanners - Video Killed the Radio Star, CPD and Gap Analysis

This update covers: 1. Video Killed the Radio Star 2. Accredited CPD System presentation 3. How do the gap analysis packages work and assist me with my studies? more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: Reasons to be apprenticed - trainee financial advisers

There are great reasons to become an apprentice, not least: • Get straight to work and get paid • Learn a profession • Avoid student debt more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: News incl July R06 solution

This update covers: 1. R06 Expected Solution now available for the July exam 2. Testimonials 3. Discounts and free online learning skills course more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: Enhanced Diploma Package, Financial Planning Practice course, Paraplanner award

This update covers: 1. A new package that covers all the regulated Diploma material 2. Sample audiovisual presentation from our Financial Planning Practice course 3. Paraplanner of the Year Award - supported by Wizard Learning more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: R07, R06, AF5 and the Personal Savings Allowance

This update covers: 1. R07 Advanced mortgage advice - Gap Analysis and Assessment Tool 2. Expected solution packages for R06 and AF5 - start preparing now 3. Tax free interest - the Personal Savings Allowance more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: News: Revision, gap analysis and Learning to Learn

This update covers: 1. Building gap analysis assessments into your study and revision 2. Audiovisual presentation: revision techniques 3. How do the free Learning to Learn courses improve my learning skills? more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: AF5 and R06 solutions available, AF exam requirements

1. The expected solutions for the AF5 and R06 April exams are now available 2. CPD - Financial Services Compensation Scheme 3. Testimonials 4. Know what is required for AF1, AF2, AF3, AF4 and AF5 more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: Dividend taxation, revision, data protection, R06 & AF5

1. Changes to dividend taxation 2. Audiovisual presentation: Your revision timetable 3. Expected solution packages for April exams for R06 and AF5 - start preparing now 4. GDPR – Data protection reforms more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: CII exam pass rates - advanced diploma, diploma, regulated diploma

The CII have recently published their exam pass rates for 2015 and we have added them to our existing table below so that you can see the previous years rates as well. The rates are calculated based on the number of candidates who passed during the year divided by the number who sat the exam. more...

CPD Update for Financial Advisers and Paraplanners - Wizard Learning: Website news: CPD, Expected solutions R06 and AF5, pension reforms

1. CPD highlighted change 2. Information on training and CPD 3. Expected solution packages for April exams for R06 and AF5 - start preparing now 4. Pension Reforms and Industry Views from Panacea Adviser more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning: R06 expected solution available and accredited CPD

In this update we cover our R06 expected solution and our accredited CPD system. R06 Expected Solution now available for the January exam The Expected Solution is now available for immediate download. There are 35 pages of expert analysis for case study 1 and 26 pages for case study 2, as well as 14 pages of generic information on questions that may be asked. more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning Mobile site, expected solutions and R08

In this news update we cover: 1. New mobile friendly website 2. Expected solution packages for R06 for the January exam - start preparing now 3. Recent Addition: R08 Pensions update more...

Academy/Learning/CPD service for Financial Advisers and Paraplanne - Wizard Learning: How to get the most benefit out of using an assessment package

For the regulated diploma exams R01 to R05 we offer two modules, an online course and an assessment package. Students will select the module or modules that best fit their requirements and budget. more...

Pension service for Financial Advisers and Paraplanners - Wizard Learning: R08 Pensions update – Gap Analysis and Assessment Tool

Our assessments are designed to help you revise, identify knowledge gaps for further study and to get practice on exam style questions for areas that you might be asked about in the exam. It includes numerous additional features to assist you with your revision and exam preparation. more...

Academy/Learning/CPD service for Financial Advisers and Paraplanne - Wizard Learning: R08 Pensions update assessments

We have now added the following R08 assessment package module to our website. You can view our full training directory here and the costs here. more...

Academy/Learning/CPD update for Financial Advisers and Paraplanner - Wizard Learning: R06 July 2015 expected solution available and accredited CPD

In this update we cover our R06 expected solution and our accredited CPD system. R06 Expected Solution now available for the July 2015 exam The Expected Solution is now available for immediate download. There are 31 pages of expert analysis for case study 1 and 34 pages for case study 2, as well as 14 pages of generic information on questions that may be asked. more...

Learning and development for financial advisers and paraplanners - Wizard Learning: Training modules, R06 and AF5 solutions

1. Training modules and accredited CPD system You can view our Training Directory here and the cost of each module can be viewed here. 2. Expected solution packages for R06 and AF5 - start preparing now Purchase your expected solution package now and get access to many features to start preparing for the exam in advance of our expected solution being issued 7 days before the exam date. more...

Exam and Qualification news for Financial Advisers and Paraplanner - Wizard Learning: Exam and qualification news incl R06 and AF5

In this news update we look at: 1. R06 and AF5 expected solutions for the April exams 2. Exam and qualification news 3. Business Evolution Guide more...

CPD Service for Financial Advisers and Paraplanners - Wizard Learning Ltd: Knowledge assessment, R06 and AF5 solutions

Accredited CPD system – try our monthly knowledge assessment. The financial and technical monthly update covering areas of interest to financial advisers over January is now available. Included are 46 short articles spread over 8 areas of the financial services industry under these categories: Compliance & Regulation, Economy, Miscellaneous, Mortgages, Pensions, Protection, Savings & Investments and Taxation & Trusts. Expected solution packages for April exams for R06 and AF5 - start preparing now Purchase your expected solution package now and get access to many features to start preparing for the exam in advance of our expected solution being issued 7 days before the exam date. more...

Education Offers for advisers - Discount on online training and accredited CPD system from Wizard Learning

Online training providers Wizard Learning, provide a wide variety of learning solutions to help financial services professionals pass exams and maintain their CPD. more...

Education for financial advisers and paraplanners - Wizard Learning: News on R06 expected solution

These new CPD modules have just been added to our accredited CPD System:Focus on treating customers fairly (TCF). Focus on business risk awareness more...

CPD Support for Financial Advisers and paraplanners - Wizard Learning: Chartered training, R06, new consumer information presentations

Our ability to provide detailed analysis in our R06 expected solution is based on the fact that the CII use a similar assessment method for each exam. more...