What's New

R01 Online Multimedia Course

2010-08-29T11:28:12Z

R01 Financial services, regulation and ethics: Online Multimedia Course

This Online Multimedia Course comprehensively covers the R01 syllabus in a clear and user-friendly way. All the knowledge you need for exam success is packed into the course and is presented in manageable and easy to read sections. This is an ideal companion to our Gap Analysis and Assessment Tool, both are designed to complement each other and provide you with a complete package to guide you to exam success.

Included are:

11 chapters of online study notes linked to the relevant syllabus learning outcomes
Easy user-friendly navigation between the chapter and sections within each chapter
Interactive knowledge tests to check your understanding as you work your way through each section
Revision assessments for each chapter
Get you studies off to a flying start with animated audiovisual presentations (total viewing time 1 hour), online audio and audio downloads to your MP3 player/iPod (2.5 hours listening time) covering the first 3 chapters
Your statistics and study time are included on your personalised learning log/CPD certificate you can view and print this at any time.

Our training material is written and reviewed by subject knowledge experts with many years experience in training and exam setting.

Sample audiovisual presentation from a section in the course

Account information: A discount is available if you purchase our Gap Analysis and Assessment Tool at the same time as this Online Multimedia Course. A free online course “How to Improve Your Study Skills” is included with this purchase. Access is provided for 6 months for a single training module and 9 months where 2 or more training modules are purchased at the same time. Click on the buy account link to view the current prices.

CII R01 exam information

100 questions spread across 11 learning outcomes
87 of the questions are in standard multiple-choice format where you select the correct answer from 4 possible answers
13 of the questions are in multiple response format (more than one option is correct and there can be up to 6 options). You must select all the correct options to gain the mark
Pass mark is 65% with results being given immediately at the end of the exam
2 hours are allowed to complete
20 credits allocated on passing.

Our interactive multimedia online learning allows you to access your training wherever you are from any computer at any time.

R01 Gap Analysis & Assessment Tool

2010-08-29T11:22:16Z

R01 Financial services, regulation and ethics: Gap Analysis and Assessment Tool

This tool is designed to provide you with exam standard questions and answers delivered online in an environment similar to the real computer based exam. It includes numerous additional features to assist you with your revision and exam preparation. This is an ideal companion to our Multimedia Online Course, both are designed to complement each other and provide you with a complete package to guide you to exam success.

Assessment details
You can chose from these 6 assessment types:

25, 50 or 100 questions delivered in revision style
25, 50 or 100 questions delivered in exam style

Revision style allows you to view the answer after every question. With the exam style you complete all the questions in the same manner as you do in the actual exam.

Both styles include all these features:

Total marks scored and percentage
Marks and percentage scored for each learning outcome
Questions you answered incorrectly along with the correct answer are detailed against each learning outcome
Ability to print the results report detailing the above information
Your average marks are benchmarked against others using this training module
Your statistics and study time are included on your personalised learning log/CPD certificate - you can view and print this at any time.

Try our 5 question revision style demo

Account information: A discount is available if you purchase our Multimedia Online Course at the same time as this Gap Analysis and Assessment tool. A free online course “How to Improve Your Exam Skills” is included with this purchase. Access is provided for 6 months for a single training module and 9 months where 2 or more training modules are purchased at the same time. Click on the buy account link to view the current prices.

Questions per assessment: Each assessment includes the correct weightings and mix of question style (standard and multiple response) per learning outcome that you will receive in the actual exam. We have designed the system so that if you select a 100 question assessment in exam style this will be similar to the real computer based exam. The 50 question assessment is 50% of a full exam and the 25 question assessment is 25%.

Questions: There are over 300 questions in the database with 13% being in multiple response style (more that one answer option is correct) to match the exam assessment format. Our system records the questions you have viewed so that they are not repeated until you have worked you way through the full question bank. An ongoing tracking of the questions delivered ensures that a different mix of questions is included in each assessment and that the questions do not repeat quickly. Questions are written and reviewed by subject knowledge experts with many years experience in training and exam setting.

Flexible navigation: Allowing you to skip and tag questions to revisit and review before completing the assessment.

References to learning material: In the revision style a reference is provided after every question, detailing the chapter and section location in our Online Multimedia Course (which can be purchased separately) where the question is covered.

Timer: A clock shows the expected and elapsed time for each assessment. You can however take as long as you need to complete each assessment.

Recovery feature: If you leave an assessment part way through the system will return you to the same point when you next return.

CII R01 exam information

100 questions spread across 11 learning outcomes
87 of the questions are in standard multiple-choice format where you select the correct answer from 4 possible answers
13 of the questions are in multiple response format (more than one option is correct and there can be up to 6 options). You must select all the correct options to gain the mark.
Exam is taken on a computer at a CII designated test centre
Pass mark is 65% with results being given immediately at the end of the exam
2 hours are allowed to complete
20 credits allocated on passing.

Our online learning allows you to access your training wherever you are from any computer at any time.

Discounts & offer

2010-05-30T10:04:16Z

A discount is available when you purchase multiple training modules. In addition you receive 6 months access to "How to Improve your study skills online course". With the Gap Analysis and Assessment Tool you are instead provided with access to "How to Improve your exam skills online course".

Our training directory page has details of all our online training modules and prices, see here for details.

Structured Products training

2010-03-31T15:59:34Z

Online Structured Products Training Course
The training programme provides online study notes, an audio-visual presentation, revision tests and a final multiple-choice assessment that covers areas such as:

Underlying investment principles
The 'Building Blocks'
Structured investment products
Capital protected and minimum return products
Individual offerings (e.g. digital, straddle, kick-out, cliquet, reverse convertible and accelerated products)

See here for further details.

Diploma pass rates

2010-03-22T07:56:23Z

Award Winning Online Training
Online Diploma training modules for the CII exams

Click on the training modules below for full details

J01 Subject knowledge questions
J01 Practice exam package
J02 Subject knowledge questions
J02 Practice exam package
J02 Online course
J03 Subject knowledge questions
J03 Practice exam package
J04 Subject knowledge questions
J04 Practice exam package
J04 Online course J05 Subject knowledge questions
J05 Practice exam package
J05 Online course
J06 Subject knowledge questions
J06 Practice exam package
J06 Online course
J07 Subject knowledge questions
J07 Practice exam package
J08 Financial planning practice

CII Diploma pass rates
The number of candidates who passed during the year divided by the number who sat the exam.

Exam 2009 2008 2007 J05 54% 54% 60% J01 54% 53% 53% J08 53% n/a n/a J02 51% 43% 51% J04 44% 46% 55% J07 43% 42% 45% J06 40% 37% 43% J03 26% 40% 45% Average 45% 45% 50%

The message from these rates are clear, in order to pass you need to be well prepared.

Articles

2010-03-14T09:09:11Z

Articles and guides (PDF format) 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.

To be advised when new items are added to this page click here>>> 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.
Chartered Financial Planner: Heading for the Top?
We consider what it takes to achieve Chartered status with the Personal Finance Society
Exam related

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

CPD guide
Helps answer questions such as "What CPD do I need to do?" and "What counts as legitimate CPD?"

Exam credits for CII exams
Summary of credits available for CII financial planning exams including credit values for withdrawn exams
Exam related

Certificate : CII or ifs School of Finance
Our own take on considerations
Exam related Diploma : CII or ifs School of Finance
Our own take on considerations
Exam related 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 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 Learning systems : Is your learning system up to the job
Article for those looking for a learning management system or reviewing their current system. Professional Adviser - "Wizard Learning a kind of magic?"
Review of Wizard Learning's technical training & competence system by the Professional Adviser newspaper Qualifications overview
Overview of CII and ifs Financial Services Regulatory Qualifications including exam structures and syllabus overview
Exam related Study plan for J02
Sample study planning using Wizard Learning products for the J02 Trusts exam
Exam related Study plan for J04
Sample study planning using Wizard Learning products for the J04 Pension funding options exam
Exam related Study plan for J05
Sample study planning using Wizard Learning products for the J05 Pension income options exam
Exam related Study plan for J06
Sample study planning using Wizard Learning products for the J06 Investment principles, markets and environment exam
Exam related 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 Tax tables 2009/2010
Summary of the main tax rates and allowances for the tax year 2009/2010 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 Stand out from the competition with ISO 22222 from Standard's international. The quality standard for providing personal financial planning. Wizard Learning Training Directory

Online courses

2010-02-17T22:15:41Z

ONLINE COURSE DEMONSTRATIONS

We have developed demonstrations for our online courses that show you the content topics and our easy to use course navigation system. If you decide to purchase you will of course see the full version with the full contents all nicely formatted, be able to access the chapter & final assessments and for the diploma courses view the audiovisual presentations.

Diploma online courses J02 Trusts J04 Pension funding options J05 Pension income options J06 Investment principles, markets and environment Certificate online courses CF1 UK Financial Services, regulations and ethics CF2 Investment and risk CF3 Financial protection
CF4 Retirement planning
Skills online courses
Inheritance tax
Money Laundering TECHNICAL TRAINING Technical Training & Competence (TT&C) System

Online CPD monthly notes and assessment
Online core subject text based learning and assessment material for these 4 areas: Regulation, Investments, Protection and Retirement planning
Additional regular 40 question assessments covering all four courses

April 2010 F2F training dates

2010-01-02T20:36:04Z

J01 Personal tax: 22nd April 2010
J02 Trusts: 31st March 2010
J04 Pension funding options: 1st April 2010
J05 Pension income options: 20th April 2010
J06 Investment principles, markets and environment: 12th April 2010
J08 Financial Planning Practice: Saturday 17th April 2010
J08 Financial Planning Practice: Monday 19th April 2010
AF5 Financial Planning Process: Wednesday 21st April 2010

See here for details

Adviser qualifications

2009-12-04T10:15:14Z

We hope that consumers will find this simple, bite size audiovisual presentation of use in understanding the qualifications maze in the financial advice sector. Advisers can provide a link to this explanatory presentation on their web sites so that their clients and potential clients can get the information they need to make an informed choice about which adviser they use. We are also making this available to any organisation that wants to raise public awareness and understanding about adviser qualifications.

Christmas message

2009-12-01T14:43:16Z

Click here for your Christmas message