Wizard Learning Training Directory

The directory of all our online training modules including the cost of each module can be viewed here.

Continuing Professional Development
CPD system - Accredited CPD

Trainee financial advisers
Enhanced Diploma Package - suitable for trainee financial advisers/apprentices

Advanced Diploma in Financial Planning: AF1 AF2 AF3 AF4 AF5
AF1 Personal tax and trust planning: study package
AF2 Business financial planning: study package
AF3 Pension planning: study package
AF4 Investment planning: study package
AF5 The Expected Solution Package

Diploma in Regulated Financial Planning: R01 R02 R03 R04 R05 R06
R01 Financial services, regulation and ethics: Gap Analysis & Assessment Tool
R01 Financial services, regulation and ethics: Online Multimedia Course
R02 Investment principles and risk: Gap Analysis & Assessment Tool
R02 Investment principles and risk: Online Course
R03 Personal taxation: Gap Analysis & Assessment Tool
R03 Personal taxation: Online Multimedia Course
R04 Pensions and retirement planning: Gap Analysis & Assessment Tool
R04 Pensions and retirement planning: Online Multimedia Course
R05 Financial protection: Gap Analysis & Assessment Tool
R05 Financial protection: Online Multimedia Course
R06 The Expected Solution Package

Diploma in Financial Planning: J02 J03 J05 J07 J10 J12 R07 R08
J02 Trusts: study package
J03 The tax and legal aspects of business - study package
J05 Pension income options: study package
J07 Supervision in a regulated environment - study package
J10 Discretionary investment management: Gap Analysis & Assessment Tool
J12 Securities advice and dealing: Gap Analysis & Assessment Tool
R07 Advanced mortgage advice - Gap Analysis and Assessment Tool
R08 Pensions update – Gap Analysis and Assessment Tool

Award in Financial Administration: FA1 FA2 CF1 R01
FA1 Life office administration - assessment package
FA2 Pensions administration - assessment package
CF1 UK financial services, regulation and ethics - assessment package
CF1 UK Financial Services, regulations and ethics - online course
R01 Financial services, regulation and ethics: Gap Analysis & Assessment Tool
R01 Financial services, regulation and ethics: Online Multimedia Course

Award in Long Term Care Insurance: CF8
CF8 Long term care insurance - assessment package

Certificate in Mortgage Advice: CF6 CF1 R01
CF6 Mortgage advice - assessment package
CF1 UK financial services, regulation and ethics - assessment package
CF1 UK Financial Services, regulations and ethics - online course
R01 Financial services, regulation and ethics: Gap Analysis & Assessment Tool
R01 Financial services, regulation and ethics: Online Multimedia Course

Certificate in Equity Release: ER1 CF6 CF1 R01
ER1 Equity release - assessment package
CF6 Mortgage advice - assessment package
CF1 UK financial services, regulation and ethics - assessment package
CF1 UK Financial Services, regulations and ethics - online course
R01 Financial services, regulation and ethics: Gap Analysis & Assessment Tool
R01 Financial services, regulation and ethics: Online Multimedia Course

Certificate in Financial Services: LP2 CF1 R01
LP2 Financial services products and solutions: Gap Analysis & Assessment Tool
LP2 Financial services products and solutions: Online course
CF1 UK financial services, regulation and ethics - assessment package
CF1 UK Financial Services, regulations and ethics - online course
R01 Financial services, regulation and ethics: Gap Analysis & Assessment Tool
R01 Financial services, regulation and ethics: Online Multimedia Course

CeMAP - Certificate in Mortgage Advice: CeMAP 1 CeMAP 2 CeMAP 3
CeMAP 1 UK Financial Regulation - assessment package
CeMAP 2 Mortgages - assessment package
CeMAP 3 Assessment of Mortgage Advice Knowledge - assessment package

Financial Crime, Complaints Procedures, Data Protection, Structured Products, Workplace Pension Reform
Complaints procedures online course
Data protection online course
Financial crime online course
Structured products online course
Workplace pension reform online course

FREE "LEARNING TO LEARN" SKILLS COURSE PACKAGE
Provided FREE when you purchase any of the above training modules. Included are 5 online courses covering learning skills on: time management, exams, study, reading & memory.

Learning To Learn (5 FREE learning skills courses with every purchase - audiovisual presentation)
Learning to Learn - FREE learning skills courses with every purchase