Our CPD system is your ‘one-stop-shop’ that can help you to fulfil your ongoing structured CPD needs.
The system links you to our 5 diploma online multimedia courses, which are the full online courses provided for the regulated diploma exams. You can also take assessments from our bank of 1,500 questions to identify any knowledge gaps and use the online courses to improve your knowledge.
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 regulator's 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 courses on compliance, specialist courses and learning skills are provided within a single affordable monthly cost
Listed below is a summary of the contents of the CPD system.
Try the system with a free 30 day trial
We recommend that you try the CPD system by requesting a free trial. If you have an existing record then login and click on the "My Account" link on the left hand menu. If you have not previously registered then register here, login and then click on the "My Account" link.
CPD SYSTEM CONTENTS SUMMARY
Monthly CPD update
This is a monthly online CPD update 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.
Diploma gap analysis assessments
Identify any gaps in your diploma knowledge by taking assessments and using the online diploma courses to improve any knowledge gaps that have been identified in your assessment feedback. Includes a total of 1,500 questions, 300 questions for each of the 5 core areas. You are also able to select the number of question per assessment.
Diploma online courses
Five online courses covering the exam syllabus in detail for:
- 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)
Compliance related online courses
Includes final assessments to evidence your knowledge.
- Financial crime
- Data protection
- Complaints procedures
- Adviser professional standards
Specialist online courses
- Workplace pension reform
- Structured products
Focus on topics
Added on a regular basis, each topic covered includes: key facts, a short audiovisual presentation, multiple-choice assessment and a case study
Learning to Learn - 5 learning skills online courses
- 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
The monthly fee is £19 (£15.83 excl VAT) per user or £17.10 (£14.25 excl VAT) if paying by Standing Order. Individual users can pay online using the Buy Accounts link. Please contact us if you would like to pay by Standing Order or for details of discounts for multiple users.
"Wizard Learning's CPD system includes a structured monthly update that covers all the major aspects of financial services. In addition the full CPD system's content is wide ranging and in depth. It’s more than just an FCA ticking box exercise and has real merit as a knowledge updating tool. I find it immensely useful and I recommend it to all financial advisers." Jeannie Hainsworth Lamb
"I have been searching for ages for a CPD product like this. I also love the payment method and at less than £20 a month I will continue indefinitely - in fact everyone should take it" Alan Moran FPFS, Chartered Financial Planner
CPD system recent news items
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.
Business leads from our public financial education website
Advisers who are CPD system members can also request to be featured advisers on our new public financial education website Wizard Financial Awareness with the prospect of receiving business leads from the website users.