Dear Wizard Learner

Assessing Competence for Equity Release

Our assessing competence assessments provide great value for money and make the task of testing technical knowledge VERY easy. Why not review your current process and see if you could save time and money by using our assessing competence tools? We have put this case study together to show you the potential cost and benefit savings.

An IFA firm previously assessed its 6 advisers on a quarterly basis with a 50 question paper based assessment each quarter. They purchased the questions at £15 each (this is around the average market rate) from a firm offering this service. Over the year they had therefore paid out £3,000 (200 questions at £15 each) and spent a lot of time on top organising the process.

They decided to purchase our online Assessing Competence - CORE ADVICE tool at a total cost of £450 (6 advisers at £75 per adviser).

A massive cost saving of £2,550!

In addition each adviser could be assessed on 300 questions (5 topics each with 4 assessments of 15 questions) at a cost of only £75 per user.

NO marking time – we email results and feedback to user and can copy other parties on results.
NO manual CPD recording – we provide a CPD certificate showing all results and CPD time.
NO administration time or interruption to work flow – assessments can be taken online at any time within a 12 month period.

Get immediate access by registering each individual and purchasing online. Click here for a more detailed summary and a short demonstration assessment.

If you have 5 or more advisers contact us and send us the list of advisers, email address (for results to be sent) and who else is to be copied in. We will then send you login details for each adviser.

To cover Equity Release we have just launched “Assessing Competence- Equity Release” – click here for details.

For “Assessing Competence – Mortgages” click here.

Kind regards

Wizard Learning

Wizard Learning is run by Mike Goldsmith a Chartered Financial Planner in association with a team of highly qualified, industry experienced individuals in order 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.

Contact us if you have any comments or questions.

To view this and other latest news as webpages visit this link