Posted Apr 24, 2014
Karen Malin FCII Managing Director of TheGIConsultant.com Limited, compliance support provider for financial services advisory firms has provided the following report on Wizard Learning's accredited CPD system.
CPD should start with a PLAN and is well worth the effort for several reasons:
The 35 hours of CPD you are required to carry out must be at Level 4 standard, and is part of the syllabus prescribed for an adviser – the Regulated Financial Planning Diploma. You may find that some bodies, such as the Institute of Financial Planning, require more than 35 hours of CPD.
How does Wizard Leaning’s CPD system help?
Industry updates - Instead of this crucial activity being relegated to unstructured reading, the Wizard Learning system brings these critical updates to you in a structured format, helping you to achieve your minimum number of hours of structured CPD. You need to update yourself on this material anyway – our system will make it count for more.
Tests - The inclusion of short tests enables you to prove your knowledge and understanding of the CPD material without having to write an essay. Passing these tests represents indisputable evidence of your Continued Professional Development.
Quality - The content of our learning material is of a very high standard, which means you can be confident that it will count as relevant CPD for your SPS (Statement of Professional Standing).
Focus on topics - These areas of development enable you to demonstrate your knowledge and understanding of all types of packaged retail investment product, which is essential if you are ‘independent’ or competent in those areas you restrict your advice to - essential to your regulatory position.
Adding external CPD - This feature makes our system a ‘one-stop shop’ for your CPD and training records and it guides your input so that you can be confident that it will meet the standards of your accredited body.
Categorising - This feature enables mapping to the syllabi so that you can demonstrate compliance with the requirements for relevancy.
Reporting - An array of report types and formats means that sharing your CPD with your accredited body, employer or any other interested party is achieved in a few simple clicks.
“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.”
Subscribing to the CPD system
If CPD related decisions lie with another person in your firm we will be happy to arrange a free trial for them, and we can also offer a discount where there are to be multiple users from one firm. For further details of discounts available, please contact us with the number of advisers that would require access to our system.
Panacea Adviser launches industry 'Top Tweeter' Awards
A note from Panacea Adviser who are one of our useful resources.
As Panacea has been quite active and successful in this space for a few years now, and have a good community that we regularly communicate with, we feel like we are in a good position to raise awareness to newcomers on who are the ones to watch.
Consequently we are delighted to launch the Panacea Adviser 2014 Top Tweeter Awards, to find the most influential tweeters in our business.
The Categories to nominate are as follows:
So take 3 minutes out of your day and make a nomination!
Visit www.PanaceaAdviser.com/TopTweeter or make nominations by Tweeting @PanaceaAdviser the name of the person you are nominating, their category and include #PanTweets14
Voting closes Wednesday 7th May 2014