CPD Information

The FCA expects advisers to treat CPD seriously, not as a tick-box exercise. Our accredited CPD system is designed to meet these requirements. On this page you’ll find articles and presentations to help you meet your CPD and competence obligations and get more value from your learning.

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

Resources

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
CPD FAQs
Compulsory CPD: you might as well make the most of it

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, Managing Director, TheGIConsultant.com Limited

“I’ve just signed up for the CPD system … at less than £20 a month I will continue indefinitely.” Alan Moran FPFS, Chartered Financial Planner, Interface Financial Planning Limited

“Wizard Learning’s CPD system includes a structured monthly update covering all major aspects of financial services … I recommend it to all financial advisers.” Jeannie Hainsworth Lamb

Independent review highlights

• Courses are detailed with strong technical content
• Site is user-friendly and easy to navigate
• Content is clear and easy to read
• Audio presentations have good structure
• Learning to Learn skills courses are very useful
• Recording tool covers FCA requirements for quality CPD and SPS evidence
• A really good system for individuals and firms

Accreditation

Wizard Learning – Accredited training and CPD provider
Accredited providers meet strict criteria and deliver the highest standards of training and CPD.