Home
Login Register Recover password
Try Demos Costs & Contents
Free Guides Help Contact Us

Click for details on our face to face training
Customer Comments Test Drive CPD Certificate CPD News Exam Information

Welcome to Wizard Learning

Looking for the best online financial planning exam training and support website?

Well you’ve found it!

This site is run by Chartered Financial Planners Mike Goldsmith and Cris Glascow to assist finance professionals pass industry exams and help meet their CPD requirements. We provide a wide variety of online learning solutions for recognised industry qualifications as well as online training on key skills.

See our customer comments here and below showing why thousands of new members join us every year and keep coming back for more.

“Thanks very much for your website - I passed J04 and J05 in this last sitting and I'm convinced it was mainly thanks to your site. Even better - it was enough to get me chartered!”

Keith Barron
Asset & Tax Planning

Our Services
This site currently has 6973 registered users.

Certificate in Financial Planning - online assessment packages

CF1 UK Financial Services, regulations and ethics InfoDemo CF6 Mortgage advice InfoDemo
CF2 Investment and risk ER1 Equity release
CF3 Financial protection CF8 Long term care insurance
CF4 Retirement planning  
CF5 Integrated financial planning HR1 Home reversion plans: key revision facts, 3 mock exams, 6 chapter revision assessments

Certificate in Financial Administration - online assessment packages

FA1 Life office administration InfoDemo FA2 Pensions administration InfoDemo

Diploma in Financial Planning - subject knowledge questions

J01 Personal tax InfoDemo J05 Pension income options InfoDemo
J02 Trusts InfoDemo J06 Investment principles, markets and environment InfoDemo
J04 Pension funding options InfoDemo    

Diploma and Advanced diploma in Financial Planning - practice exam packages

J01 Personal tax Info J05 Pension income options Info
J04 Pension funding options Info J06 Investment principles, markets and environment
AF3 Pension planning    

Certificate in Mortgage Advice - online assessment packages

CeMAP and CeFA: UK Financial Regulation Module 1 InfoDemo CeMAP: Assessment of Mortage Advice Knowledge Module 3 InfoDemo

CeMAP: Mortgages
Module 2

 InfoDemo    

Learning Academy - online text based training courses

  • CPD - Monthly notes and assessments
  • How to Improve Your Study Skills
  • How to Improve Your Exam Skills
  • Money Laundering NEW
  • Inheritance tax
  • Treating Customers Fairly
 Demo

To find out about our latest news and product developments, click here. 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.

Assessment Centre
Learning Academy
Monthly CPD