In this news update we cover:
- Article - 'R' you doing the right CPD
- Our RO modules for exam preparation and structured CPD
- R06 requirements and our expected solution package
1. ‘R’ you doing the right CPD?
This article deals with how to meet the exacting standards for Statement of Professional Standing CPD that is set out in the FCA Handbook to cover the standards for the required CPD in order to obtain a Statement of Professional Standing.
2. Our RO modules for exam preparation and structured CPD
The gap analysis & assessment tool can be used by advisers to identify knowledge gaps, this is what we say on our information pages:
"It is appropriate for someone studying for the CII's R0 exam and also for identifying knowledge gaps as part of the regulator’s CPD requirement for advisers to maintain their diploma knowledge.
The online courses can be used for filling knowledge gaps and this is what we say on the information pages:
"It is appropriate for someone studying for the CII's R0 exam and also for filling knowledge gaps as part of the regulator's CPD requirement for advisers to maintain their diploma knowledge."
The information pages on all our R01 to R05 modules can be viewed here.
These documents provide a detailed list of online course contents:
R01 Financial services, regulation and ethics (PDF)
R02 Investment principles and risk (PDF)
R03 Personal taxation (PDF)
R04 Pensions and retirement planning (PDF)
R05 Financial protection (PDF)
The gap analysis and the online courses work together for existing advisers to both identify and fill their diploma knowledge on an ongoing basis. An alternative to purchasing the R01 to R05 modules individually is to subscribe to our accredited CPD system which includes all the R01 to R05 modules plus:
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.
Focus on topics and specialist courses - 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.
Compliance related online courses - Includes final assessments to evidence your knowledge.
- Financial crime
- Data protection
- Complaints procedures
- Adviser professional standards
Whether you are embarking on Diploma courses or you are considering subscribing to our CPD system, the Wizard Learning packages will fulfil the following regulatory needs:
- Training needs analysis
- Verification of competency
- Continuing Professional Development to the required standards
- Record keeping
- Evidence of activity
3. R06 requirements and our expected solution package
This presentation covers the contents and requirements of the R06 exam and details how our R06 The Expected Solution Package will help you pass first time.
The costs and contents of all our training modules can be viewed here.
Wizard Learning Ltd
Provider of accredited online training and CPD system for financial advisers and financial services professionals
We are committed to helping you gain higher level qualifications and maintain this knowledge through effective continuous professional development.