How do I view my training material?
Login using the username and password you selected when you registered. Then click on My Training from the left hand menu. See recover password if you have forgotten your password or username. To check the accounts that you have access to and their expiry date click on the My Account link from the left hand menu. You can also change your personal information (email, address, company name and password) via the My Account page.

If you have multiple training modules the right hand column of the My Training page has a column called My Training Links. You can click on the links in that column to bring the training into view on the centre of the page. Also at the top of the My Training page there is a link to show all purchases, clicking on that will list all the items you have access to in the centre of the page. You will need to scroll down to see them all.

The last training module you viewed (depending on your browser type) may remain in the centre of the My Training Page.

Can I view my training on both my home and office computer?
Yes, there are no restrictions on this. Your username and password will work on any computer without the need for any downloads. You can therefore access your material at any time from any location that you have an Internet connection. Only the registered user must use the username and passwords under which the training modules were purchased as per the terms of purchase (see terms link at foot of page).

System requirements
You don't need to download anything as Wizard Learning is compatible with all modern browsers versions on desktop, tablet and phones as follows:

Internet Explorer/Edge: 10+
Firefox: 41+
Chrome: 46+
Safari: 5.1+
Opera: 12.1+
iOS Safari: 5.1+
Android Browser: 4+
Chrome Mobile: 46+

If you experience an issue with one of the browsers listed, please contact us with details and we will attempt to help.

The website will work on many earlier browsers, but we cannot guarantee a perfect experience or provide support for those older browsers.

Your browser must support the following technologies to view the audiovisual presentations and listen to audio:

Flash OR HTML5

Please note that there may be an issue with viewing audiovisual presentation on mobile devices only. The company that provides this software are aware of this and hope to resolve this soon.

How do I build an effective study plan?
We recommend that you combine our training material with the CII or ifs study text to provide a good solid study plan. This will give you the best possible variety and range of training material to make your studies easier, create targets and greatly improve your chances of exam success.

The CII themselves quite rightly say that you should study more widely than just their own material. They do stress that their study text is only based on the syllabus and is not guaranteed to provide ALL the answers to questions you might be examined on. It is worth therefore, where you can, reading around the subject you are studying for example, by looking at relevant articles in the financial press.

Our online courses (available for many exams) provide an ideal source of study material, many of the courses include audio and /or audiovisual presentations to explain some key syllabus areas. The exact contents applicable are listed on the purchase and information pages. Each chapter is accompanied by revision questions. The use of this will contribute towards a good proportion of your study time.

It is vital that you make effective use of your time. As well as reading about a subject, you need to constantly monitor what you have learned. Our assessment based material can be especially helpful in this respect. By taking assessments at regular intervals you can measure your performance on an ongoing basis.

Our tutor marked papers for a selection of JO and AF exams will also help, especially with your exam technique. We recommend that they are completed towards the end of your revision program but do allow enough time to take on board comments from our tutor.

How do I view my CPD certificate and what does it include?
Click on the CPD certificate link from the left hand menu when you are logged in. The default display of "Report Type" details all the training you have taken, the CPD time allocated and your average result per assessment. If you select the Detailed Report this will show a full breakdown of all your individual assessment results.

The Date Range section allows you to select the date range you want your report to cover.

The Filter Training section allows you to select specific training modules.

The Export sections allow you to choose the format of your report: print, download to Excel, download to PDF or email to yourself.

If you decide to use our CPD certificate as your main CPD evidence then at the end of your CPD period you can export your details to excel and then type in details of any additional CPD undertaken. You can also adjust the estimated CPD times shown if your actual CPD time is different.

To view any self-marked or tutor marked papers that you may have then click on the My Account link from the left hand menu.

NOTE details of any questions that you have answered incorrectly are not saved in the database. Only the details listed above are captured, this is due to database storage and speed issues so we therefore don't capture the extra detail shown in the results page regarding the questions answered incorrectly, if you want to retain that data you will need to print the page when it appears at the end of the assessment.

What format is the training material provided in and what printing options are available?
All material is provided online only with access provided 24/7 through online methods. No printed copies of the material are supplied as the site is structured to provide easy to view online access at competitive prices. This is also an environmentally friendly way of delivering the training material.

The site is advertised and designed as an online training site, however we appreciate that some users may want to print a few selected sections of the online courses in order to revise specific areas offline. You can print any individual section within each chapter using using your Internet browser's print function. If you click on your browser's print preview function you can check the number of pages before you print.

You can also print any individual question or any text sections when it is displayed on the screen through your Internet browser's normal print function.

You can view stripped down and unformatted text that demo the navigation features of the online courses at under the "All course demos" link, this will also allow you to try out your browsers print features.

What suggestions do you have on how best to use the assessments?
Once you have read your study text immediately take the first assessment. This will give you a good idea of how much further study you need to do both in terms of subject matter and the detail of its content.

Next, study the areas you performed poorly on. Follow this up with a further assessment to see whether your score has improved paying particular attention to the syllabus areas you did not do so well with the first assessment. Highlight any further areas required for revision that crop up in the second assessment and return to your revision of the syllabus. Repeat this exercise as often as you need until your scores improve to the desired standard. By building the assessments into your study plan you will introduce some variety and challenge into your studies.

All results are recorded on your CPD certificate so you can view and print this at any time to check on your progress.

For some comments and feedback on using our training modules see our testimonial pages.

What training material is available?
We provide a vast range of material. The full list is available by clicking on the "Buy Account" image below. In addition we also provide an overview in our point and click quick guide. This is located on the left near the bottom of the page. Simply run your curser over the headings to open up a summary and then click on the images for more details. Please contact us if we do not have what you are looking for as we might be able to help, we can also normally quote for writing customised material for your firm.

When is the website content updated?
We aim to have the updates for the training modules in place during the first 2 weeks of September every year. The awarding bodies such as the CII and ifs switch over to the new tax year and syllabus from 1 September. We start uploading the updates around 1 September so that those taking exams before that date are not affected. With 45 training modules to update the uploading does take a while to complete but we aim to complete these by around the middle of September every year.

All users with an unexpired account automatically get access to the updated material.

NOTE the CII and ifs use this basis:

  • The tax year 2015/2016 will be examined until 31 August 2016
  • The tax year 2016/2017 will be examined from 1 September 2016 until 31 August 2017.

This is confirmed in the important notes section of the exam syllabus.

Do I always get access to the most up to date material available?
Yes, when we update the material all those with access automatically get the most up to date material at no additional cost.