Our aim is to provide the complete online learning and exam support facility to financial services professionals.

In our recent survey 95% said they passed their exam and that Wizard Learning helped a lot. 100% said it represented value for money. Click here for customer comments.

Recent press releases about Wizard Learning, new release added 19 March 2009
May 2009 Exam success: Where there is a will there’s a way
Approach to learning
April 2009

Adviser Qualifications
Consumer guide to financial planning qualifications

FSA knowledge requirements, Grants for ISO 22222
FSA good practice for qualifications and training. ISO 22222 grants plus free access to out TT&C.

CII Diploma pass rates down & planning your studies
Details of the 2008 & 2007 pass rates, free study skills course, presentation on study planning
March 2009 Working With The Wizard
Find out how Wizard Learning can help you remember 90% of your studies and gain these crucial qualifications quickly.

AF5 practice exam package added
7 day turnaround confirmed on AF1, AF3, AF5, J01 - J07 and CF5 practice exam packages

Level 4 Diploma qualifications & HR1
The Wizard's View on the latest announcements

Wizard Learning in the news
Feature on our technical training system

J04 online course including audiovisual presentations
10 chapters, 10 presentations, chapter assessments, case study, final assessments
February 2009 Round up
Free study skills course, TT&C, sample study plans, which diploma?

Technical Training
Includes: 4 online courses (Regulation, Investments, Protection & Retirement Planning), final assessments for each course and regular ones covering all 4 courses, monthly CPD technical updates & assessment

J05 online course including audiovisual presentations
11 chapters, 11 presentations, chapter assessments, case study, final assessments

New articles and guides
Plus a great site to try out

J03 Practice exam package launched
Completes range for all Diploma exams
January 2009 J06 online course including audiovisual presentations
Launch of new course

Continuing Professional Development
CPD guide that includes planner and record sheets

TCF deadline reached – Act now!
TCF learning and assessment package
December 2008 The Wizard's View
The RDR qualification requirements

ISO 22222 Setting the record straight
In this article Standards International provide details of the ISO 22222 standard
November 2008

RDR qualification special
Audiovisual presentation on the qualification elements of the RDR feedback statement

Winner of the Best Online Educational Initiative at the Nov 2008 Online Finance Awards
Wizard Learning wins the Best Online Educational Initiative award

The Wizard's View
Foresight or short sight? free CPD offer and syllabus updates.
  Online Finance Awards
Wizard Learning short listed for the Online Finance Awards in the category of Best Online Educational Initiative.
October 2008
The Wizard's View
The world economy: How on earth did we all get into this mess?

J03 Subject knowledge questions
All Diploma exams now covered
  New Practice Exam Packages
Now available AF1 AF3 J01 J02 J04 J05 J06 J07 CF5 - 7 day timescale for assessor marked paper
September 2008 Round up of new products
10 new products in the last 3 months

The Wizards View: Making CPD simple
How we can make CPD simpler
  IFA networking & free offer
Network with other IFAs at IFA Life

CF4 Retirement planning
Online course plus enhancement to our Qualification Planner

Qualification Planner
Free tool to help you plan your qualifications
  FREE CPD core advice tool
Currently added free with any purchase
August 2008 J07 Supervision in a regulated environment
Subject knowledge questions now available

The Wizard's View
Paraplanning and the paraplanner awards

CF3 Financial protection
Online course now available plus details of EIGHT new products available soon

Practice exam package
J02 Trusts now added to the range
July 2008 New: J05 Pension income options - online course
30% discount available when purchasing all 3 of our J05 products

The Wizard's View & new online investment course
New investment course and comments on the current investment climate

Online text course for CF1 UK Financial Services, regulations and ethics
June 2008
The Wizard's View
Economic Recycling
May 2008 Improve your technical assessment process AND save money

The Wizard's View
RDR including info quiz

Assessing your competence
Mortgage competence added in addition to our core advice assessment tool
April 2008
RDR interim review
FSA's interim report and qualifications

Focus on critical yield and income withdrawal

Money Laundering online course
An overview of the law, regulation procedures and controls.
March 2008 Updated assessment packages
Updated assessment packages to accommodate MiFID

FA2 Pensions administration
Helping support staff aim high

  • CF1, CF2, CF3, CF4, CF5, CF6, CF8, HR1, ER1
  • J01, J02, ,J03, J04, J05, J06, J07
  • AF1, AF, AF5
  • CeMAP1, CeMAP2 and CeMAP3
  • CeFA1, CeFA2, CeFA3
  • FA1, FA2
  • Treating Customers Fairly (TCF)
  • Inheritance Tax
  • Money Laundering
  • How to Improve Your Study Skills
  • How to Improve Your Exam Skills
Subject knowledge questions, assessment packages, online courses and practice exam packages are included in our product range.
Customer feedback With over 9,000 registered members and excellent customer feedback, we know that Wizard Learning can be used successfully as part of a blended learning programme towards passing relevant qualifications.
Technical Training system We also offer a highly effective competence testing and CPD tool for regular benchmarking of knowledge.

CPD certificate - All the training you complete together with your results and CPD times are all recorded on your personalised CPD certificate.

At last some great news for smaller IFA firms, product providers do care about you. Wizard Learning is pleased to bring you a complimentary membership offer from Panacea, the unique industry sponsored internet portal designed by IFAs for IFAs. It offers advisers, their support staff and providers the opportunity to reconnect, access business enhancing information, discuss industry issues, develop ideas and dialogue with the UK’s leading financial service providers as part of a dedicated force for good.

Patterson Sales Training
Training specialists providing quality consultancy, management training and exam preparation support.