Who is featured as useful resources?
We have worked alongside many firms to bring the benefit of specialists’ expertise and experience to its customers. Those we have worked with in various sectors share similar core values and a passion for improving the professionalism of the financial advice sector, so we would like to save you a little time, assist with your due diligence and let our audience use the benefit of our first-hand experiences of various service providers who have impressed us here at Wizard Learning.

Please note that these providers have not paid to be included here, we are making genuine recommendations, although you will of course have to conduct your own investigation as to whether the services offered are right for you!

Wizard Learning grows by referrals, we obtain these by offering high quality training and CPD materials and constantly innovating and improving our services based on the needs of our customers. Improving consumer outcomes by helping our fellow financial services professionals is key to our core mission and this is another small way we consider that we can help.

Institute of Financial Planning
Established in 1986, the IFP is a professional and membership body whose vision is changing lives, inspiring professionals and transforming businesses. Committed to building and maintaining the financial planning profession for the benefit of consumers in the UK, it provides a range of support to its members.  This includes training, qualifications, e-learning, annual conferences, events and CPD workshops. 

The IFP is an Accredited Body and issues Statements of Professional Standing in line with FCA requirements. As the UK affiliate of the Financial Planning Standards Board it administers the CFP certification programme in the UK.  As well as its rigorous Accredited FirmsTM scheme, the IFP runs an accreditation scheme for CPD providers, where use of the IFP’s logo demonstrates that learning solutions meet quality standards. 

Wizard Learning has worked with the IFP for many years, on initiatives including the Paraplanner of the Year Award and is an Accredited CPD Provider.

Website: www.financialplanning.org.uk

TheGIConsultant.com
GI consultant
Compliance without strings
TheGIConsultant.com Limited is a compliance consultancy for the dot com age. The company is one woman, its exclusive, practical and creative. Not everyone can join in, but anyone can subscribe to the competitively priced monthly paid support service operating (almost) exclusively via email. All services are pay as you go; there is no minimum commitment or lengthy notice period and currently no VAT either!

Esupport includes timely updates and articles, advice on tap whenever you need it and template documentation for most occasions.

Other services are also available: authorisations, audits, file reviews and training both remote and face-to-face.

The services provided are for financial advisory firms, mortgage advisers and general insurance brokers or any combination of these.

Managing director and consultant Karen Malin FCII, CeRCC has over 30 years industry experience and supplies a full due diligence pack on request.

We have worked with Wizard Learning on compliance courses and a variety of compliance related areas.

Website: www.thegiconsultant.co.uk

Panacea Adviser
Panacea Adviser
Panacea Adviser is a free financial services infomediary for financial professionals looking for news, tools, product information and technical intelligence in one place.  The information aggregated within the site assists advisers, mortgage brokers and paraplanners in running their businesses more efficiently, helps improve service to their clients and facilitates contact with providers.

Additionally, Panacea act as a much-needed voice for the directly authorised adviser, debating and if necessary challenging the regulator and other policymakers about issues affecting it’s community, such as the very high cost of the FCA, the effect of CMCs on adviser firms and raising awareness of the many unintended consequences of the RDR.

Panacea is the place where advisers, paraplanners, providers and support services alike engage in discussions and exchange views on issues affecting their businesses.

Wizard Learning has worked with Panacea for many years, to ensure its community are kept updated with the latest training news and CPD requirements.

Website: www.panaceaadviser.com