Enhanced CPD system, Paraplanner Award, LinkedIn Coaching

Posted Aug 07, 2013

This update covers the following items, which you might find of interest. Please do forward this to any of your colleagues that you feel may be interested.

1. Expanded CPD system
2. Paraplanner of the Year award 2013
3. LinkedIn coaching sessions or internal workshops
4. A Panacea for Paraplanners

1. Expanded CPD system
Our CPD system is your ‘one-stop-shop’ that can help you to fulfil your ongoing CPD needs. We have recently enhanced the contents and the system now includes:

  • Assessments from our bank of 1,500 questions to identify any knowledge gaps and then use the 5 diploma level online courses to improve your knowledge
  • Online monthly CPD update and a final 10 question assessment on a wide range of topics to help you keep up to date with key financial services industry developments and current issues
  • Online courses with assessments on: Financial Crime, Data Protection, Complaints Procedures, specialist courses and learning skills.

The system provides over 300 hours of structured CPD from which to plan your CPD. All CPD times and results are recorded on your personalised CPD certificate.

All these elements are provided within a single affordable monthly cost. See here for details.

Try the system with a free trial
We recommend that you try the CPD system by requesting a free trial. If you have an existing record then login and click on the "My Account" link on the left hand menu. If you have not previously registered then register here, login and then click on the "My Account" link.

2. Paraplanner of the Year award 2013
The Paraplanner of the Year award run by the Institute of Financial Planning is now open for entries. Wizard Learning have supporting this award since it started 6 years ago and continue to lend support by providing:  the technical assessment, access to take the assessment through the Wizard Learning system and making a contribution to the prizes.

The award represents a particularly challenging test as it combines technical and creative skills as well as the need for a testimonial.

The award is a great way for Paraplanners to demonstrate their knowledge and skills and to be acknowledged. The award is also designed to promote the professional standing of Paraplanners.

The winner will receive:

  • Registration for the Institute of Financial Planning Annual Conference including hotel accommodation
  • A cash prize of £1,000
  • The Paraplanner of the Year Trophy
  • Access to Wizard Learning’s structured CPD system for 12 months plus online exam support for 3 years
  • Use of the Paraplanner of the Year Logo for marketing materials.

Special Technical Award
The entrant with the highest score on the technical assessment will receive £1,000 of online training credits from Wizard Learning to be used by the winner or others in the winning firm over the next 2 years.

For further details and to enter the award see here.

3. LinkedIn coaching sessions and workshops
Do the LinkedIn profiles of your Financial Consultants reflect your brand and their skills well?

Are they using LinkedIn to build relationships with current clients and source new business?

Through customised one-to-one coaching sessions or internal workshops held at your offices, Marshall Walker, a LinkedIn training company, can help busy professionals learn how they can build their business and raise their profiles through focused LinkedIn activities.

Marshall Walker offers a 5% discount to all Wizard Learning users.  Get in touch with Emily Miller at Marshall Walker to find out how LinkedIn can help you build your business.

E: emily@linkedintutors.com

M: 07717 022 536

W: www.linkedintutors.com

4. A Panacea for Paraplanners
As we have settled into the new world, with greater regulation surrounding documentation and accountability, paraplanners have played an increasingly important part in supporting the service offered by advisers. In recognition of this, Panacea, the free online community for Adviser firms, is delighted to announce the launch of a dedicated microsite specifically for paraplanners.

Designed in conjunction with providers, paraplanners and support services, the new Paraplanner microsite ensures existing planners, as well as those new to the industry, have easy and fast access to the tools and information they need.

This new site offers a range of articles, services and tools designed specifically to assist with a paraplanner’s day-to-day role and includes technical information and learning materials to help with their professional development.

We are confident this site will be popular with our ever-expanding number of paraplanning users so please pass this on to your paraplanner colleagues, as we believe that this, in turn, will provide further support to our adviser community.
For more information please visit www.PanaceaAdviser.com/Paraplanners

Training modules
The costs and contents of all our training modules can be viewed here.

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Wizard Learning Ltd

Provider of award winning 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.

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