CPD and Diploma Studies System

It is an FCA requirement for financial advisers to retain their diploma knowledge. Our system identifies knowledge gaps and provides the learning material to fill them, ensuring you maintain diploma competence. It is a one-stop-shop for structured CPD and is also ideal for trainee financial advisers working towards their diploma exams.

The system links to our five diploma online multimedia courses and a bank of 1,500 questions. You can identify knowledge gaps with assessments and improve using the linked courses. Monthly CPD updates and final assessments cover key industry developments and current issues, ensuring compliance with FCA’s minimum of 35 hours CPD per year, including at least 21 structured hours.

Free trial

Request a free trial to explore the system for one week. Existing users can login and select “CPD System Trial”. New users can register here and then apply for the trial via the “My Account” menu.

Purchase

Login and click Buy Account to purchase an annual subscription. Monthly payment options and discounts for multiple users are available — contact us for details. Minimum subscription: 12 months.

Purchase CPD and Diploma Studies System

CPD system contents summary

Monthly CPD update

Monthly online updates summarise key industry developments. Each includes an assessment worth 1.5 CPD hours. Results are logged automatically on your CPD certificate.

Diploma gap analysis assessments

Assessments highlight knowledge gaps across 1,500 questions (300 per core area). Results link directly to the online diploma courses for targeted study.

Diploma online courses

• R01 Financial services, regulation and ethics
• R02 Investment principles and risk
• R03 Personal taxation
• R04 Pensions and retirement planning
• R05 Financial protection

Compliance courses

• Financial crime
• Data Protection law in the UK
• Complaints procedures

Specialist courses

• Workplace pensions
• Structured products

Focus on topics

• Business risk awareness
• Investments – portfolio construction

Learning to Learn – skills courses

• Time management
• Exam skills
• Reading skills
• Memory and mental agility
• Study skills

Testimonials

“I would thoroughly recommend using the Wizard Learning CPD system for your entire CPD recording; it is independent of any accrediting body, inexpensive, useful and so flexible that people will actually use it.” Karen Malin, TheGIConsultant.com Limited

“I’ve just signed up for the CPD system. At less than £20 a month I will continue indefinitely; everyone should take it!” Alan Moran FPFS, Chartered Financial Planner

“Wizard Learning’s CPD system includes structured monthly updates covering all aspects of financial services … immensely useful and I recommend it to all advisers.” Jeannie Hainsworth Lamb

Independent review highlights

• Detailed technical content
• User-friendly navigation
• Clear and accessible presentation
• Well-structured
• Useful Learning to Learn skills courses
• Recording tool meets FCA and SPS requirements
• Valuable system for individuals and firms

Accreditation

Wizard Learning – Accredited training and CPD provider
Accredited by CISI, demonstrating high professional standards and strict quality criteria.