CPD system

Wizard Learning CPD system does it all
This is your ‘one-stop-shop’ that can help you to fulfil your ongoing CPD needs.

The system links you to our 5 diploma online multimedia courses, which are the full online courses provided by Wizard Learning for the regulated diploma exams (RO), and which are built on the final exam learning outcomes.

The system provides an online monthly CPD update and a final 10 question assessment on a wide range of topics to help you keep up to date with key financial services industry developments and current issues, and so help fulfil the FSA requirement of a minimum 35 CPD hours a year. Because this type of CPD is classed as ‘structured’, it will help satisfy the requirement of at least 21 hours of structured CPD per year.

All these elements together with compliance related courses and specialist courses are provided within a single affordable monthly cost and contains a minimum of 314 hours of CPD time.
This link provides a more detailed summary of all the contents

1. Online Multimedia Diploma Courses

  • Financial services, regulation and ethics at diploma level (R01)
  • Investment principles and risk (R02)
  • Personal taxation (R03)
  • Pensions and retirement planning (R04)
  • Financial protection (R05)

2. Monthly update
This is a monthly CPD update service (more details below) including a 10 question CPD assessment to demonstrate you are keeping up to date with technical and industry developments.
3. Learning to Learn - 5 learning skills online courses Learning to Learn

  • How to Improve Your Time Management for Learning Skills
  • How to Improve Your Exam Skills
  • How to Improve Your Reading Skills
  • How to Improve Your Memory and Mental Agility Skills
  • How to Improve Your Study Skills

4. Compliance online courses

  • Financial crime
  • Data protection
  • Complaints procedures
  • Retail Distribution Review

5. Specialist online courses

  • Workplace pension reform
  • Structured products

COST
The monthly fee is £19 (£15.83 excluding VAT) per user. Payments for multiple users are by Standing Order, please contact us to arrange and also for discount details where access is required for multiple users. Individual users can pay online via the Buy Accounts link or contact us if you prefer to pay by Standing Order or to enquire about discounts where there are multiple users. Minimum subscription period is 6 months.

CPD system


CPD SYSTEM NEWS
CPD must be more than just ticking the CPD boxes

PRESENTATION
This audiovisual presentation provides a quick tour of some of the pages in our CPD system:

CPD and gap filling

Monthly CPD update and assessment
This is a monthly online CPD update service providing a summary of all key industry developments. This includes an online assessment to demonstrate your understanding and record your CPD time. After taking each monthly assessment your CPD certificate will be updated with your result and 1.5 hours of CPD.

All your assessment results and incorrectly answered questions will be emailed to you so that you can keep a copy for your records.

Updates are included each month for:

  • Pensions
  • Savings & investment
  • Economy
  • Taxation & trusts
  • Protection
  • Mortgages
  • Compliance & regulation
  • Miscellaneous.

CPD certificate and management information
Your CPD certificate shows all the training completed, assessment results and CPD time. You can sort this by date order and print or export to Excel, PDF or send to your email.

On request we can provide a full combined management report at any time showing CPD details for all an organisation's staff.