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Articles and guides (PDF format)
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In order to help advisers and finance professionals 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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About Wizard Learning
A two page document that provides an overview of our main products and services. For more details you can also view our audiovisual presentation.
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Chartered Financial Planner: Heading for the Top?
We consider what it takes to achieve Chartered status with the Personal Finance Society
Exam related |
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Consumer guide to financial planning qualifications
Shows the knowledge levels that advisers have obtained and the work that has been carried out to achieve these qualifications
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CPD guide
Helps answer questions such as "What CPD do I need to do?" and "What counts as legitimate CPD?" |
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Exam credits for CII exams
Summary of credits available for CII financial planning exams including credit values for withdrawn exams
Exam related
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Certificate : CII or ifs School of Finance
Our own take on considerations
Exam related |
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Diploma : CII or ifs School of Finance
Our own take on considerations
Exam related |
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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 |
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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 |
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Learning systems : Is your learning system up to the job
Article for those looking for a learning management system or reviewing their current system. |
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Professional Adviser - "Wizard Learning a kind of magic?"
Review of Wizard Learning's technical training & competence system by the Professional Adviser newspaper |
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Qualifications overview
Overview of CII and ifs Financial Services Regulatory Qualifications including exam structures and syllabus overview
Exam related |
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Study plan for J02
Sample study planning using Wizard Learning products for the J02 Trusts exam
Exam related |
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Study plan for J04
Sample study planning using Wizard Learning products for the J04 Pension funding options exam
Exam related |
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Study plan for J05
Sample study planning using Wizard Learning products for the J05 Pension income options exam
Exam related |
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Study plan for J06
Sample study planning using Wizard Learning products for the J06 Investment principles, markets and environment exam
Exam related |
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TT&C System
In order for advisers to meet the requirements of their role within the financial services industry we have developed our Technical Training and Competence (TT&C) System |
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Tax tables 2009/2010
Summary of the main tax rates and allowances for the tax year 2009/2010 |
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TCF sample training plan
Sample training plan from the Wizard Learning TCF assessement planning toolkit built to help implementing TCF into the culture of firms |
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| Stand out from the competition with ISO 22222 from Standard's international. The quality standard for providing personal financial planning. |
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| Wizard Learning Training Directory |
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