Articles and guides (PDF format)

In order to help advisers and finance professionsal keep up to date or learn about exam, CPD and technical information we provide a number of useful guides. Also see our training directory for more information.

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FREE online multimedia course - How to Improve Your Exam skills
Click on the audiovisual presentation link to watch the this 30 minute animated course, this requires you to have flash installed on your machine.
CPD guide
Helps answer questions such as "What CPD do I need to do?" and "What counts as legitimate CPD?"
CPD guide
Exam tips : Preparing for and passing exams
The Wizard Learning team of trainers have compiled various tips and suggestions to help you pass exams
Exam related
exam tips for cii and ifs exams
How to become an IFA
What an IFA does, the requirements to be a competent IFA and some of the approaches that can be adopted in order to meet competent status
how to become an ifa
Learning systems : Is your learning system up to the job
Article for those looking for a learning management system or reviewing their current system.
online learning systems