Latest news

 

Our aim is to provide the complete online learning and exam support facility to financial services professionals.

In our 2008 survey 95% of the 70 replies said they passed their exam and that Wizard Learning helped a lot. Click here for details and testimonials.


   
May 2008 The Wizard's View
RDR including info quiz

Assessing your competence
Mortgage competence added in addition to our core advice assessment tool
April 2008
RDR interim review
FSA's interim report and qualifications

Focus on critical yield and income withdrawal

Money Laundering online course
An overview of the law, regulation procedures and controls.
March 2008 Updated assessment packages
Updated assessment packages to accommodate MiFID
  Guide & improve your exam success
“Review of year end tax planning – A guide for those advising individuals and businesses”. 95% said they passed their exam and that Wizard Learning helped a lot.

FA2 Pensions administration
Helping support staff aim high
February 2008
Heading for the top?
Article including RDR & qualifications

F2F revision
Includes support package of 34 hours
January
2008
Practice exam package
Now added for AF3 Pension planning.
  Practice exam package
Now added for J06 Investment principles, markets and environment.
  Free USP training
Free online exam skills course

Face to Face revision courses
Designed very much with the needs of the learner in mind and includes new and innovative ways to assist you in passing your exams.
December 2007
Press comment on assessment tool
Wizard Learning website taps into FSA competence.
  Online assessment package for ER1 Equity release now available. Summary of all training and CPD material available on Wizard Learning.
November 2007
Assessing Competence Tool - the complete online assessment tool for assessing advisers’ knowledge and identifying areas for further training now available.  

Online skills course
"How to Improve Your Exam Skills" course added and multi-buy offer.

October 2007
Free training
Basic State Pension training and assessment.
  Online skills course
"How to Improve Your Study Skills" course added.
September 2007
Practice exam package
Now available for J01 Personal tax.
Competence assessment
Tax titan or turkey take the tax assessment. Are you taking reasonable steps to maintain and enhance your competence?
August 2007 Monthly CPD service
Including focus item on IHT protection solutions.
July 2007
RDR
RDR calls for higher exam standards.
 
  HR1 added and new look website launched.
June 2007
Learning Academy
Just launched with Inheritance Tax course.
 
  FA1 Life Office Administration
Assessment package now available.
  Monthly online CPD notes and assessment service.
OFFER MULTI-BUY DISCOUNTS AND OFFERS
Click on the more information link for costs and then click on the "multi-buy" image for discounted prices and any special offers. To purchase simply register and follow the on screen instructions.  All these are available:
  • CF1, CF2, CF3, CF4, CF5, CF6, CF8, HR1, ER1
  • J01*, J02, J04*, J05*, J06*
  • AF3 Practice exam package
  • CeMAP1, CeMAP2 and CeMAP3
  • FA1, FA2
  • Treating Customers Fairly (TCF)
  • Inheritance Tax
  • Money Laundering
  • How to Improve Your Study Skills
  • How to Improve Your Exam Skills
* Subject knowledge questions and a practice exam package are available.
 
Customer feedback With over 6,900 registered members and excellent customer feedback, we know that Wizard Learning can be used successfully as part of a blended learning programme towards passing relevant qualifications. It is also a highly effective CPD tool for regular benchmarking of subject knowledge. Included with your subscription is a personalised CPD certificate detailing all assessments carried out and estimated hours of CPD learning.  
Cartoon fun
Visit our That's Simplification and our Laugh Assurance features for some cartoon fun.
 

Wizard Learning recommendations

www.panaceaifa.com
At last some great news for smaller IFA firms, product providers do care about you. Wizard Learning is pleased to bring you a complimentary membership offer from Panacea, the unique industry sponsored internet portal designed by IFAs for IFAs. It offers advisers, their support staff and providers the opportunity to reconnect, access business enhancing information, discuss industry issues, develop ideas and dialogue with the UK’s leading financial service providers as part of a dedicated force for good.


Patterson Sales Training
www.pstgroup.co.uk
Training specialists providing quality consultancy, management training and exam preparation support.



 


Assessment Centre
Learning Academy
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