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Wizard Learning CPD system does it all
This is your ‘one-stop-shop’ where in addition to completing your gap fill requirements we can also 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 are provided within a single affordable monthly cost, click on the course names for a detailed description of the contents.
1. Online Multimedia Diploma Courses
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 
4. Compliance online courses
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. Minimum subscription period is 6 months.
This audiovisual presentation provides a quick tour of some of the pages in our CPD system:
RDR Gap Filling
The following PDF documents shows how our online courses are designed to provide the required training material and assessments for RDR gap filling purposes:
Financial services, regulation and ethics
Investment principles and risk
Personal taxation
Pensions and retirement planning
Monthly CPD update and assessment
Also included 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.
Professionalism and gap fill
This audiovisual presentation covers the professionalism and gap fill requirements that advisers need to have in place by 1 January 2013.
The presentation covers all these professionalism and gap fill requirements:
- Appropriate and transitional qualifications
- Accreditation and accredited bodies
- Identifying knowledge gaps and gap filling
- Statement of Professional Standing (SPS)
- CPD requirements
- CPD and gap fill solutions
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 showing CPD details for all an organisation's staff. | 
