Learning & Development

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning - Latest newsletter

Despite having made the decision to study, it can still be difficult to begin and then continue in a way that makes the time you are spending effective. Therefore, to assist you we have created several audiovisual presentations. This first series of presentations focuses on preparing to start studying and covers; being aware of the common mistakes of studying so that you can avoid them, getting well organised with a clearly laid out study plan, using scheduling to keep you on track and focused and finally, identifying when is your best time to study to ensure you are always at your most receptive for learning and memorising information. By following these simple tips and techniques you should get off to a great start and immediately see positive results. more...

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Illuminate learn – your online learning portal

Illuminate learn was launched as part of our illuminate hub in 2016. We partnered with Redmill Advance to launch an online learning portal. The portal allows people to choose from a range of courses, from personal development or studying for diploma or chartered level exams. The content is created by real world practitioners and is designed to suit the busy lives of our adviser community. The courses are regularly updated, competitively priced and CPD accredited. Each course is broken down into manageable chunks allowing for complete flexibility and making the learning process much more efficient. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: Taking pension exams next month?

With over five hours of content, broken down in short chapters, FundsNetwork's library of retirement technical videos can help you prepare for CII pension exams. Their video focusing on exam techniques is particularly popular at this time of year. Topics include, defined benefit transfer advice, death benefits, lifetime and annual allowances and pension protection. more...

Learning & Development for Financial Advisers & Paraplanners - FundsNetwork: Top pension topics for your CII exam revision

With the CII exams getting closer, you may find FundsNetwork's library of over 40 videos valuable for your final preparation. more...

Education update for Financial Advisers and Paraplanners - FECIF Editorial SEPTEMBER 2019

Financial literacy and education are key elements of the path to economic growth and social inclusion in the European Union. At the same time, it is important to remember the 2030 Agenda for Sustainable Development, adopted on 25 September 2015 by Heads of State and Government at a special UN summit, which includes 17 Sustainable Development Goals (SDGs). more...

Learning & Development for Financial Advisers and Paraplanners - Wizard Learning: Study modules for the AF exams

You can see from the pass rates above that you need to be well prepared in pass the exams. more...

Learning & Development news for Financial Advisers & Paraplanners - Wizard Learning Newsletter

Cll exam pass rates The CII pass rates for last year are now available. We have added them to our existing table below so that you can see the most recent years as well. more...

Learning & Development news for Financial Advisers & Paraplanners - Introducing the All New Learning & Development Area of the Panacea website

Panacea Adviser is delighted to bring to you our shiny new Learning & Development area of the site, which focuses on making the most of your business and assisting with your professional development. more...

Learning & development for Financial Advisers - Wizard Learning special focus on learning features

There are five online courses in our Learning to Learn package which will assist with your studies more...

Learning & Development news for Financial Advisers & Paraplanners - Wizard Learning: April news: AF exams and downloads for R06 and AF5

This update covers: 1. The expected solutions for the AF5 and R06 October exams are now available 2. Know what is required for the AF exams more...

CPD update for Financial advisers and Paraplanners - Royal London: We’ve launched our Pension CPD hub

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. more...

Retirement events for Financial Advisers & Paraplanners - Legal and General: Helping intermediaries pass with flying colours

Legal & General Home Finance are helping mortgage intermediaries through their Chartered Insurance Institute Equity Release qualification with free one-day revision workshops across the UK. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: Taking pension exams next month or just need a refresher?

With over five hours of content, broken down in snippets of eight-minute tutorials, FundsNetwork's library of retirement technical videos can help you prepare for CII pension exams. Their video focusing on exam technique tips is particularly popular at this time of year. more...

Learning & Development news for Financial Advisers & Paraplanners - Wizard Learning: News - You’ve done your CPD, but are you competent?

This update covers: 1. You’ve done your CPD, but are you competent? 2. Expected solutions for R06 and AF5 more...

Protection news for Financial Advisers and Paraplanners - Royal London: Protection CPD hub - The importance of business protection

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. more...

Learning & Development update for Financial Advisers & Paraplanners - Wizard Learning: January news - study presentations; R06; CPD

1. Study presentations 2. R06 January 2019 Expected Solution 3. Top 5 reasons for using our accredited CPD system more...

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...

Learning & Development for Financial Advisers and Paraplanners - FundsNetwork: Top pension topics for your CII exam revision

With the CII exams getting closer, you may find FundsNetwork's library of over 40 videos valuable for your final preparation. T 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...

Pension news for Financial Advisers and Paraplanners - Sustainable funds now available for Royal London pension customers

Royal London pension customers can now access a range of sustainable funds managed by Royal London Asset Management at no extra cost through their workplace and individual pension plans. 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...

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...

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