Updated Wizard Learning Training Directory

Posted Jan 13, 2014

Wizard Learning Training Directory

Directory of all our online training modules, the cost of each module can be viewed here.

Continuing Professional Development
CPD system

Advanced Diploma in Financial Planning: AF1 AF3 AF4 AF5
AF1 Personal tax and trust planning: study package
AF1 Personal tax and trust planning: tutor marked paper
AF2 Business financial planning - study package
AF3 Pension planning: study package
AF3 Pension planning: tutor marked paper
AF4 Investment planning: study package
AF5 The Expected Solution Package

Diploma in Regulated Financial Planning: R01 R02 R03 R04 R05 R06
R01 Financial services, regulation and ethics: Gap Analysis & Assessment Tool
R01 Financial services, regulation and ethics: Online Multimedia Course
R02 Investment principles and risk: Gap Analysis & Assessment Tool
R02 Investment principles and risk: Online Course
R03 Personal taxation: Gap Analysis & Assessment Tool
R03 Personal taxation: Online Multimedia Course
R04 Pensions and retirement planning: Gap Analysis & Assessment Tool
R04 Pensions and retirement planning: Online Multimedia Course
R05 Financial protection: Gap Analysis & Assessment Tool
R05 Financial protection: Online Multimedia Course
R06 The Expected Solution Package

Diploma in Financial Planning: J02 J03 J05 J07 J10
J02 Trusts: study package
J02 Trusts: tutor marked paper
J03 The tax and legal aspects of business - practice exam package
J03 The tax and legal aspects of business - subject knowledge questions
J05 Pension income options: study package
J05 Pension income options: tutor marked paper
J07 Supervision in a regulated environment - practice exam package
J07 Supervision in a regulated environment - subject knowledge questions
J10 Discretionary investment management: Gap Analysis & Assessment Tool

Certificate in Financial Planning: CF1 CF2 CF4 CF5 CF6 CF8 R05 ER1
CF1 UK financial services, regulation and ethics - assessment package
CF1 UK Financial Services, regulations and ethics - online course
CF2 Investment and risk - assessment package
CF2 Investment and risk - online course
CF4 Retirement Planning - assessment package
CF4 Retirement planning - online course
CF5 Integrated financial planning - assessment package
CF6 Mortgage advice - assessment package
CF8 Long term care insurance - assessment package
ER1 Equity release - assessment package
R05 Financial protection: Gap Analysis & Assessment Tool
R05 Financial protection: Online Multimedia Course

Award in Financial Administration
FA1 Life office administration - assessment package
FA2 Pensions administration - assessment package

CeMAP - Certificate in Mortgage Advice
CeFA1/CeMAP1 UK Financial Regulation - assessment package
CeFA1/CeMAP1 UK Financial Regulation - online course
CeMAP Module 2 Mortgages - assessment package
CeMAP Module 3 Assessment of Mortgage Advice Knowledge - assessment package

CeFA - Certificate for Financial Advisers
CeFA1/CeMAP1 UK Financial Regulation - assessment package
CeFA1/CeMAP1 UK Financial Regulation - online course
CeFA2 Investments & Risks - assessment package
CeFA2 Investments and risks - online course
CeFA3 Retirement Planning and Protection - assessment package
CeFA3 Retirement Planning and Protection - online course
CeFA4 Assessment of Investment Advice Knowledge - assessment package

Financial Crime, Complaints Procedures, Data Protection, Structured Products, Workplace Pension Reform
Complaints procedures online course
Data protection online course
Financial crime online course
Structured products online course
Workplace pension reform online course

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