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Wizard Learning
Wizard learning: 2025 CII Exam Pass Rates: What Do They Tell Us?
The latest published CII pass rates for 2025 show a mixed but encouraging picture for candidates preparing for exams across Financial Planning, Advanced Financial Planning, Mortgage Advice and related qualifications.
Artificial Intelligence in Financial Services: Opportunity, Risk and Responsibility
AI is already embedded across financial services, helping advisers streamline research, draft client communications and identify planning opportunities more efficiently, but its value depends on how it’s used. While it can save time and improve consistency, it should be treated as a starting point, not a final authority, as outputs can be confident but flawed. Responsibility remains firmly with the adviser and firm, placing SM&CR, Consumer Duty and data protection at the centre of adoption.
Wizard Learning: Preparing to Take the R06 April Exam?
If you are taking the CII R06 exam in April, Wizard Learning provides comprehensive Expected Solution Packages designed to help candidates strengthen both their research skills and exam technique.
Wizard Learning: CII Exam Pass Rates: Encouraging Success through Preparation
Achieving success in CII exams requires more than just traditional study methods. Utilising additional study tools can make a significant difference. Wizard Learning offers a variety of resources to help you prepare effectively.
Wizard Learning: R0 Top Tips
Read Wizard Learning's Top Tips for success which aim to help you get the best out of your study time and help improve your chances of passing this regulation qualification first time.
Explore our Enhanced CPD System and Upcoming Courses
Looking ahead to a number of pressing issues and potential catalysts that could impact markets. We explore five key questions investors may be asking.
Wizard Learning: Importance of CPD within Consumer Duty
Whether you are an individual or a larger firm, the need to demonstrate your continued suitability to advise and your industry knowledge could become a key issue in determining whether the fees being charged represent fair value.
Expected solutions for R06 and AF5
We are covering all the R06 and AF5 exam dates for this year. The expected solutions can be purchased in advance and you get immediate access to our other preparation features.
Wizard Learning: Expected solutions for R06 and AF5
The AF5 Expected Solution for the February 2023 exam is now available for immediate download. There are 34 pages of expert analysis .
Wizard Learning: Maintaining your regulated diploma knowledge through CPD
Our accredited CPD system can be used at any time to refresh knowledge of specific areas and can carry out gap analysis assessments over the year as a part of advisers’ overall CPD plan. Advisers can also use the assessment results to identify areas of weakness and plan future CPD activities using the online courses.
Wizard Learning: R06 and AF5 exams, maintaining your regulated diploma knowledge
Maintaining your regulated diploma knowledge through CPD
Wizard Learning: R02 Top Tips
If you are studying for the R0 exams you will know that the study text contains a lot of technical information about the structure of the financial services industry and the regulation of those that work within it, along with some complex legal concepts and many principles and rules to remember.
Wizard Learning: R0 exam top tips, R06 and R05 exams
If you are studying for the R0 exams you will know that the study text contains a lot of technical information about the structure of the financial services industry and the regulation of those that work within it, along with some complex legal concepts and many principles and rules to remember.
Wizard Learning - Help people understand and manage their money more effectively
Help Wellbeing Essentials to create a community ‘Inspirational Woodland Garden’ that individuals, families and community groups can all use.
Wizard Learning update
The R06 Expected Solution for the July exam is now available for immediate download. There are 15 pages of expert analysis for case study 1 and 15 pages for case study 2, as well as 12 pages of generic information on questions that may be asked.
Wizard Learning: July R06 solution now available and our most popular pages
The R06 Expected Solution for theJuly exam is now available for immediate download. There are 15 pages of expert analysis for case study 1 and 15 pages for case study 2, as well as 12 pages of generic information on questions that may be asked.
Wizard Learning: AF5 Expected Solution now available, Financial Essentials
The AF5 Expected Solution for June 2021 is now available for immediate download and contains 35 pages of expert analysis.
Maintaining your knowledge with our CPD system
How do Wizard Learning address the T&C rules for advisers? Well the short answer is that you must undertake a knowledge and skills gap analysis and then create a training plan that addresses these whilst also ensuring all knowledge and skills are kept up to date, record all this and make sure the CPD requirements (at least 35 hours) and the ‘competent employee’ rules are not only met, but can be proven! The relevant rules are contained in the High-level TC Sourcebook in the FCA Handbook, underlining how central these are to the FCA core objectives.
Wizard Learning: R06 expected solution now available
The R06 Expected Solution for the April exam is now available for immediate download. There are 15 pages of expert analysis for case study 1 and 15 pages for case study 2, as well as 12 pages of generic information on questions that may be asked.
Wizard Learning: Maintaining your knowledge with our CPD system
Our CPD system has 1,500 exam style questions spread across the five core areas making it easy for advisers to test and maintain their knowledge. In addition we have five online courses where you can refresh your knowledge. The system can be used to carrying out regular gap analysis assessments to check your knowledge and the time spent is recorded and included as part of your CPD. Included is a monthly CPD update covering key financial services industry developments and current issues together with an assessment. It will allow you to meet the FCA's CPD requirements. Also included are courses and assessments on Financial crime, Data Protection Law in the UK and complaints procedures to ensure you maintain and prove your knowledge. Free trial - Try the CPD system before you purchase We recommend that you try the accredited CPD system by requesting a free trial and you will have a week to try it to see if it meets your requirements. If you have an existing record then login and click on the "My Account" link on the left hand menu. If you have not previously registered then register here, login and then click on the "My Account" link where you can request a trial or contact us at the link below if you need any further information or assistance.
Wizard Learning: Maintain your CPD , R06, AF5
To ensure that all our users are fully prepared for the CII’s new examination syllabus, which started in September 2020, we carried out extensive updates across all our online materials. The most obvious changes made throughout the materials are the references to the tax year (2020/21), the new tax rates and allowances and the re-working of all associated example calculations and questions.
Wizard Learning: CII pass rate and Essential Guide to Remote Working
The CII pass rates for last year are now available. We have added them to our existing table so that you can see the previous years as well.
Wizard Learning: FAQ: how do we address the T&C rules for advisers?
Well the short answer is that you must undertake a knowledge and skills gap analysis and then create a training plan that addresses these whilst also ensuring all knowledge and skills are kept up to date, record all this and make sure the CPD requirements (at least 35 hours) and the ‘competent employee’ rules are not only met, but can be proven!
Wizard Learning: Exam update: the CII announces remote exams
The CII have announced their new plans to allow exams to be taken remotely. From July, exams will be able to be sat remotely at a private location of the individual’s choice via an onscreen platform, with monitoring provided by a remote invigilator.
Wizard Learning: How to study in lockdown, maintain your CPD and FREE Learning to Learn course
As lockdown continues and we have to find new ways to live and work, new ways to structure our days, cope with either new demands on our time or ways to fill empty hours it can be difficult to get motivated to do anything positive, especially when the timescale for a return to a new ‘normal’ is still uncertain.
Wizard learning: Know what is required for the AF exams
We have created information pages for those sitting or planning to take their AF advanced diploma exams covering the study requirements and guidance. These can be viewed in our articles page and what we offer is detailed in our Training Directory.
Wizard Learning: Learning to Learn audiovisual presentations – part 2 of 3
To continue helping to make your studying effective, our second series of Learning to Learn presentations moves from the planning stages to the actual studying process.
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.
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.
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.