CPD information 

The focus of the FCA is on advisers taking their Continuous Professional Development (CPD) more seriously, and not just treating the requirement to keep their knowledge up to date as a tick-box exercise. We have designed our accredited CPD system to meet these requirements and on this page we include articles and presentations to help advisers meet their CPD and competence obligations and maximise the benefits from their CPD.

You’ve done your CPD, but are you competent?

Accredited CPD system - content details
Accredited CPD system (audiovisual)
Accredited CPD system, so much more for your money
Which CPD camp are you in? (audiovisual)
CPD worth doing
CPD system - a compliance view
Finding appropriate CPD materials and activities (audiovisual)
CPD guide (PDF)
CPD must be more than a tick box exercise
Exam to reassess level 4 diploma qualification
How CPD can improve the bottom line: Effectiveness v Efficiency
Identifying and recording your structured CPD (audiovisual)
‘R’ you doing the right CPD?
CPD compliance and the benefits of the Wizard Learning CPD system
Compulsory CPD: you might as well make the most of it

“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, Managing Director, TheGIConsultant.com Limited

Standards International have reviewed the CPD system and their report says:

  • The contents of the courses are detailed and of good technical content
  • The site is very user friendly and easy to navigate
  • Content is good technically and for ease of reading and understanding
  • Audio presentations have good content and structure
  • The Learning to Learn skills courses are very useful
  • The CPD system recording tool covers all the areas required by the FCA to be recorded and evidenced for good quality CPD and which is required by adviser’s SPS accreditation body
  • This is a really good system for individuals and firms to use.
"I've just signed up for the CPD system. I have been searching for ages for a product like this. I also love the payment method and at less than £20 a month I will continue indefinitely, in fact everyone should take it!" Alan Moran FPFS Chartered Financial Planner, Interface Financial Planning Limited
"Wizard Learning's CPD system includes a structured monthly update that covers all the major aspects of financial services. In addition the full CPD system's content is wide ranging and in depth.  It’s more than just an FCA ticking box exercise and has real merit as a knowledge updating tool. I find it immensely useful and I recommend it to all financial advisers." Jeannie Hainsworth Lamb

CPD system information

Wizard Learning - Accredited training and CPD provider
Accredited training and CPD providers represent excellence in providing training and CPD material and services. Wizard Learning has been assessed by CISI and demonstrate the ultimate in professionalism through the calibre of their training and CPD services.

Accredited training providers must meet CISI's strict criteria and provide the highest standards of training and CPD.