Wizard General News

March CPD Update

2026-03-31T23:52:04Z

Articles

2026-03-16T13:49:02Z

2026-01-30T13:52:51Z

AF5 Expected Solution – February 2026 now available

The AF5 Expected Solution for the February 2026 exam is ready to download. This 30-page document provides expert analysis of the fact-find issued by the CII two weeks before the exam.

Inside you’ll find

Detailed analysis of the client’s circumstances
Identification of all financial needs
Possible exam questions with model solutions

To support your preparation

R01–R05 online multimedia courses
Expected Solutions for the previous four AF5 exams
Online advice skills course
Two online mock exams to test technical knowledge and exam technique

Purchase

Buy the AF5 Expected Solution – February 2026

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

Plan Ahead for 2026

2026-01-09T13:53:58Z

We’ve got everything you need to start the year ahead of the curve — the January R06 Expected Solution is live, the CII exam dates for the first half of 2026 are published, and our CPD System continues to make monthly learning simple and effective. Scroll down to catch up on the key updates and tools available now.

R06 Expected Solution – January 2026 Exam Now Available

Our expert-written R06 Expected Solution is now available for immediate download.

This comprehensive package includes detailed analysis of both January 2026 case studies, model answers, likely exam questions, and access to supporting online resources to help you prepare with confidence.

✔️ In-depth analysis of both CII case studies
✔️ Full model answers and question predictions
✔️ Access to R01–R05 online multimedia courses
✔️ Online advice skills training
✔️ Two R06-style mock exams

Click here to learn more and purchase

Give yourself the best chance of success in the January 2026 R06 exam — start preparing today.

CII Exam Dates for the First Half of 2026 – Plan Ahead

The CII have confirmed the exam dates for the first half of 2026. You can view further details on the CII website here.

Prepare with Wizard Learning – your complete support for R0, J0 and AF exams.

Here are the confirmed CII exam dates for January to June 2026:

R06 – Tuesday 20 January
AF5 – Tuesday 10 February
AF1 – Tuesday 17 February
J07 – Thursday 19 February
J02 – Thursday 26 February
J05 – Tuesday 3 March
AF7 – Thursday 5 March
AF4 – Tuesday 10 March
R06 – Tuesday 21 April
R06 – Tuesday 30 June

Stay ahead by planning your study schedule now – make sure you have the right resources and revision support in place.

Wizard Learning provides everything you need to prepare effectively – online courses, gap analysis tools, practice assessments, and full study support for all R0, J0, and AF exams.

View the full list of courses and assessment tools here

Our Articles page includes exam tips, study advice, and guidance on improving your chances of success across all CII exams.

Review recent pass rates for these exams here

Remember – good preparation is the key to exam success.

Monthly CPD made easy with our CPD system

Each month we publish over 20 articles written in plain English and designed to keep advisers up to date across regulation, pensions, protection, mortgages, taxation & trusts, savings & investments, and the wider economy.

Every update includes a 10-question online assessment, and on completion 1.5 accredited CPD hours are automatically added to your CPD certificate — contributing a total of 18 hours per year towards your required CPD total.

Our CPD system is your one-stop shop for fulfilling your CPD requirements. It includes:

• Monthly CPD update service
• Diploma gap analysis assessments
• Five diploma online courses: R01 to R05
• Compliance online courses
• Focus on topics
• Specialist online course
• Learning to Learn

Is Your CPD Doing More Than Ticking a Box?

With the FCA placing greater emphasis on meaningful CPD, now is the time to go beyond the minimum and invest in a system designed to support your competence, not just your compliance.

The Wizard Learning CPD system offers structured monthly updates, in-depth technical content, and accredited resources that genuinely support your professional development. From practical guides and audio-visual presentations to robust recording tools aligned with FCA expectations, our system is built to help advisers stay sharp, informed, and ahead of the curve.

Thousands of advisers already use Wizard Learning to stay compliant and competitive. Isn’t it time you joined them?

Explore the CPD System – and see how valuable your CPD can really be.

Purchase access for the year here or contact us to set up a discounted monthly payment.

R06 Expected Solution

2026-01-09T11:43:13Z

R06 Expected Solution for January 2026 Exam Now Available

Our expert-written Expected Solution is now available for immediate download.

✔️ Case Study 1: 22 pages of detailed analysis
✔️ Case Study 2: 22 pages of detailed analysis

Prepared by our panel of R06 specialists, this comprehensive package provides:

A breakdown of both CII case studies, issued two weeks before the exam
A list of likely exam questions
Full model answers to guide your preparation

Also included to support your exam prep:

Full access to our R01 to R05 online multimedia courses
Our Expected Solution for the last 7 R06 exams
An online advice skills course to boost your client interaction technique
Two R06-style online mock exams, crafted by our training team to sharpen your technical knowledge and exam technique

Ready to get started?
👉 Click here and select R06 The Expected Solution Package

Give yourself the best chance of success—purchase today.

Monthly CPD

2025-12-01T00:14:15Z

November CPD Update – 25 new articles now live

This month’s CPD update brings 25 plain-English articles across compliance, pensions, protection, mortgages, taxation & trusts, and savings & investments/

With highlights from advice, guidance and Consumer Duty: FCA clarifies the rules for 2026, what the 2025 Budget means for clients’ financial plans, how evolving affordability rules could reshape borrowing in 2026, Collective DC pensions: new government plans, rising claims and higher premium pressures, fund tokenisation: what it means and why advisers should care, and the November 2025 Budget.

View snippets of this month’s articles.

To access the full articles, complete assessments, and gain accredited CPD credit, please learn more about our CPD system or purchase CPD and Diploma Studies System access.

Plan Ahead for 2026 CII Exams & Streamline Your CPD

2025-11-07T12:39:18Z

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Stay ahead for 2026 – expert exam prep and effortless CPD updates, all in one system.

Get Ready for the 2026 CII Exams

The CII have released their updated list of exam dates for 2026. You can view further details on the CII website:
CII – Important exam deadlines

Prepare with Wizard Learning – your complete support for R0, J0 and AF exams

Here are the confirmed CII exam dates for 2026:

R06 – Tuesday 20 January
AF5 – Tuesday 10 February
AF1 – Tuesday 17 February
J07 – Thursday 19 February
J02 – Thursday 26 February
J05 – Tuesday 3 March
AF7 – Thursday 5 March
AF4 – Tuesday 10 March
R06 – Tuesday 21 April
R06 – Tuesday 30 June
J07 – Tuesday 8 September
AF1 – Thursday 10 September
J02 – Thursday 17 September
AF7 – Tuesday 22 September
J05 – Thursday 24 September
AF4 – Tuesday 29 September
AF5 – Tuesday 15 September
R06 – Tuesday 6 October

With the CII exams becoming increasingly demanding, extra preparation is vital to maximise your chances of success. Wizard Learning provides everything you need to prepare effectively: online courses, gap analysis tools, practice assessments, and full study support for all R0, J0, and AF exams.

View the full list of courses and assessment tools

If you’re planning to sit an AF paper, our CPD and Training Articles Archive includes helpful exam guides, preparation tips, and insights from past sessions.

Explore AF exam advice

See the pass rates over recent years - The message from these rates is clear: to pass you must be well prepared.

Monthly CPD made easy with our CPD system

Each month, Wizard Learning publishes new CPD articles written in plain English to keep advisers up to date across regulation, pensions, protection, mortgages, taxation & trusts, savings & investments, and the wider economy.

This month’s update includes 21 new articles, each with an online assessment and 1.5 accredited CPD hours, contributing around 18 hours per year towards your annual CPD target.

Recent highlights include FCA simplifies capital rules, BoE signals new openness to stablecoins, “Helping Hand” mortgage boom, State Pension Age review, new unemployment insurance reforms, FCA overhaul of short-selling rules, and Trust Registration Service changes.

Explore the CPD System

Purchase access for the year or contact us to set up a monthly payment.

Monthly CPD

2025-11-01T16:11:32Z

Monthly CPD made easy with our CPD system

Each month, Wizard Learning publishes new CPD articles written in plain English and designed to keep advisers up to date across regulation, pensions, protection, mortgages, taxation & trusts, savings & investments, and the wider economy.

This month’s update includes 21 new articles, each with an online assessment and 1.5 accredited CPD hours, contributing a total of around 18 hours per year towards your required CPD hours.

Recent highlights include FCA simplifies capital rules, BoE signals new openness to stablecoins, ‘Helping Hand’ mortgage boom, State Pension Age review – advisers should take action, new unemployment insurance could modernise UK benefits and cut costs, FCA plans overhaul of short-selling rules, and Trust Registration Service changes.

CPD system

Our CPD system is your one-stop shop for fulfilling your CPD requirements. It includes:
• Monthly CPD update service
• Diploma gap analysis assessments
• Five Diploma online courses (R01 to R05)
• Compliance online courses
• Focus on topics
• Specialist online course
• Learning to Learn

Is Your CPD Doing More Than Ticking a Box?

With the FCA placing greater emphasis on meaningful CPD, now is the time to go beyond the minimum and invest in a system designed to support your competence, not just your compliance.

Thousands of advisers already use Wizard Learning to stay compliant and competitive. Isn’t it time you joined them?

Explore the CPD System
Purchase access for the year here or contact us to set up a monthly payment.

October CPD Update

2025-11-01T15:07:09Z

September CPD Update

2025-09-30T22:14:24Z