Online Training for Financial Services Professionals

If you are looking for the best online learning resource for Certificate, Diploma, Advanced Diploma, CeMAP and CeFA then you are in the right place. Nowhere else is there anything as advanced to support your studying.

Winner of the Best Online Educational Initiative at the November 2008 Online Finance Awards

In the qualifications ladder section of the New Model Adviser, financial adviser Penny Hurrell of firm CBK when asked if she has got any tips to pass on to others who are going to sit the equity release exam recommends Wizard Learning.

ifs's CeFA or the CII's CertFP?

Discounts & free skills course

Training Resources

CII Qualifications

Certificate | Diploma | Advanced Diploma

Certificate in Financial Planning
- CF2 Investment and risk
  - CF2 Investment and risk - assessment package
  - CF2 Investment and risk - online course
- CF3 Financial protection
  - CF3 Financial protection - assessment package
- CF4 Retirement Planning
  - CF4 Retirement Planning - assessment package
  - CF4 Retirement planning - online course
- CF5 Integrated financial planning
  - CF5 Integrated financial planning - assessment package
  - CF5 Integrated financial planning: practice exam package
- ER1 Equity release - assessment package

Diploma in Financial Planning
- J01 Personal tax
  - J01 Personal tax - subject knowledge questions
- J03 The tax and legal aspects of business
  - J03 The tax and legal aspects of business - practice exam package
  - J03 The tax and legal aspects of business - subject knowledge questions
- J04 Pension funding options
- J05 Pension income options
  - J05 Pension income options - online course
- J06 Investment principles, markets and environment
  - J06 Investment principles, markets and environment - online course

Advanced Diploma in Financial Planning

ifs School of Finance Qualifications

CeFA | CeMAP

CeFA - Certificate for Financial Advisers
- CeFA1/CeMAP1 UK Financial Regulation
  - CeFA1/CeMAP1 UK Financial Regulation - online course
- CeFA2 Investments & Risks
  - CeFA2 Investments & Risks - assessment package
  - CeFA2 Investments and risks - online course
- CeFA3 Retirement Planning and Protection
  - CeFA3 Retirement Planning and Protection - assessment package
  - CeFA3 Retirement Planning and Protection - online course
- CeFA4 Assessment of Investment Advice Knowledge - assessment package

CeMAP - Certificate in Mortgage Advice
- CeFA1/CeMAP1 UK Financial Regulation
  - CeFA1/CeMAP1 UK Financial Regulation - online course

Technical & Skills Training

CPD system and business training

Technical Training - TT&C
- Technical Training and Competence System

CPD, assessing competence and skills training
- Assessing Competence
  - Assessing Competence: EQUITY RELEASE
  - Assessing Competence: MORTGAGES
- Technical Training and Competence System

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We provide a wide variety of online learning solutions for CII & ifs School of Finance qualifications as well as online training on key skills. We constantly strive to provide good quality products and services that our customers want in an innovative, easily accessible and usable way.

Some exam names may be registered trademarks of the CII or ifs.