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.

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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.
about wizard learning
Chartered Financial Planner: Heading for the Top?
We consider what it takes to achieve Chartered status with the Personal Finance Society
Exam related
chartered financial planner
CPD guide
Helps answer questions such as "What CPD do I need to do?" and "What counts as legitimate CPD?"
CPD guide
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
exam tips for cii and ifs exams
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
how to become an ifa
Learning systems : Is your learning system up to the job
Article for those looking for a learning management system or reviewing their current system.
online learning systems
Tax tables 2011/2012
Summary of the main tax rates and allowances for the tax year 2011/2012
2009 tax tables
 Wizard Learning Training Directory  training directory