Testimonials - View All


Testimonials from users of our online training modules for the CII diploma in regulated financial planning exams (RO exams) and the diploma in financial planning (JO exams)

“Thanks very much for your website. I passed by diploma exams and I'm convinced it was mainly thanks to your site. Even better - it was enough to get me chartered!” Keith Barron, Asset & Tax Planning

"I have received a pass for J02 and have now bought your your training modules for my next exam after the benefit I received from the J02 study through Wizard." Kenneth Jones, PI Financial

Advanced diploma

Testimonials from users of our online training modules for the CII's advanced diploma in financial planning exams (AF exams)


"I'm only 23 and have used Wizard Learning through from RO1 through to AF5, I am now near becoming a Fellow having completed 15 CII exams mainly using Wizard Learning. Although I know the basics, due to my age my depth of knowledge isn't great and has definitely been improved by your help. I tried another training provider and thought yours gave a better learning experience and was more accurate compared to the actual exam." James Handshaw

"Just a short note to thank you and your team at Wizard amazing input into the AF5 Expected Solution. As this exam is based on everything you've always learned, it's impossible to think where to start. So, the input from your appointed specialists was comprehensive and valuable to point that I am pleased to report a 'pass'." Trevor Whiting/Core Financial LLP

“Just to say a very big thank you to all at wizard learning for their continued excellent content and simplification of the learning. I’ve used Wizard Learning for many years now and continue to find this a valuable resource and source of learning. I’m please to say I am now a chartered financial planner. Thanks a million !" Paul Clifford FPFS

“Just a quick thank you. I achieved Chartered Status today and must thank you for Wizard Learning. I have fast tracked my exams by passing 5 exams this year and have found Wizard Learning a great tool to learn and test knowledge, thanks again.” Jason Betteridge, Sutherland Independent Ltd

“I just passed AF5 to attain chartered status, the expected solution package was a huge help. Wizard Learning has been the biggest reason I have managed to get this far and I would recommend you to anyone.” David Morrans - Honour Financial Planning Ltd

"I passed AF5 in April. I passed at the 1st attempt and The Expected solution definitely contributed to my success once again many thanks." Steven Read - Jamieson Christie

"A big thanks to Wizard Learning - your materials have been invaluable. A little over 12 months ago I just had FPC and now over 15 exams later I have FPFS." Andrew Macintyre

"Thanks for the help - The AF5 expected solution was pretty much spot on and I was notified of a PASS today." David Mannion

"I would like to thank your programmes for helping me get my advanced diploma." Maureen Conroy-Lake, Millfield Partnership

“Just to let you know if passed my AF5. This was all down to your AF5 Expected Solution Package material as that is all I revised. I could not have got it without you.” Joanne Fisher - Yorkshire Bank

"I was awarded the highest achiever in the advanced diploma in financial planning at the PFS conference. I thought I would let you know that I used Wizard Learning for each of the 16 exams I have taken in the last three years and it was a core part of my revision process."  Jonathan Woodwards, St. James's Place

"I found your practice exam package for AF5 a great help. I will definitely be using you for exam support again." Stephen Greasley, Aquila Financial Management

"Thank you, I certainly was much better prepared for JO5 and AF3 with your help." Linda Simmonds

"Just to let you know that I passed AF5 and have now achived Chartered status, your AF5 expected solution package was a great help." Tina Winter

"I've learnt today that I have passed AF3 Pension planning. I am pretty sure your practice exam package helped quite a bit. Thank you for that help." Roger Williams, Investors Planning Associates

"Passed the AF3 exam with the help of your training, I appreciated the fast response to my questions. Very helpful and is good value for money." Mohanan Thandasseri, Prosper Financial

"The training provided for the AF5 examination was invaluable and I can safely say that I would not have passed without it." Shaun Kirtley

"I passed AF3, your website was a good help. The self marked and assessor marked papers and practice, in my view, could only ever be enhanced my locally run face to face sessions. Thanks for your support." Kevin O'Neill, Royal Bank Independent Financial Services

"I passed my diploma exams and also the AF1 exam. You assessments were especially useful for understanding the level of detail needed in answers. I'm a big fan of audiovisual material where a tutor goes over the tricky bits of the syllabus so these were helpful in the diploma online courses." Andrew Macintyre

“I have just made it to Chartered, I couldn’t have done it without you! Thanks so much for your invaluable help.” Fiona Sharp APFS, Chartered Financial Planner, M2 Finance 4 women

"Your AF3 Pension Planning practice exam package made me more confident and helped me enjoy the learning process. I passed the exam and found your training material was good value for money." Jackie Brown, John Morton Associates Ltd

"I have now completed my studies and achieved Chartered Status and would like to take this opportunity to thank you for what is an excellent service and I will continue to recommend you to others." Jeremy Hippolite, Chartered Financial Planner


Testimonials from users of our online training modules for the CII's certificate exams (CF exams)

“I just wanted to feed back that I passed the CF6 exam last week.  The exam question content of your site was bang on.” Mark B from Chelmsford, Essex

"Passed CF8 with a score of 89%. Your content and the various excercises were absolutely the reason why I passed. Obviously, I had to put the work in, great for when I want to spend 5 minutes learning and for those times when I want to spend substantially more. Easy to navigate. I will certainly use Wizard again for my next exam. I have already recommended Wizard to all my colleagues. Thank you once again." Ian Caplan, Sheafmoor Money Management Ltd

"I passed CF6 yesterday first time and I don't think I would have done it without your CF6 assessment package, best there is for learning without a doubt and I'll be purchasing more in the future. Thanks Wizard Learning!!" Kim Brown, Virgin Money

"Thanks for helping me pass CF8 and ER1. I found the wide ranging questions and their format really useful." Eric Norman-Walker, MWM

"The assessment package questions were a great help with my CF6 revision. Thank you." Lynne Chang

"Just a short note to say thanks, I passed the ER1 equity release exam this week. Your online training certainly helped me. I will recommend you to colleagues." Charles Martin

"Thank you so much for your help with the CF8 exam.  I am pleased to say I passed, and that using your exam study assessments and case studies greatly increased my chances of success." Linda Samson, Throgmorton Private Capital

"Passed FA1 in double quick time thanks to your site. It was a little surprising that a few more of the others at the testing centre weren't using your site but I let them know how helpful it was to me." Roger Moore, AXA

"I just wanted to say how much I appreciated the content of the training for CF8 which I passed at the first attempt. Whilst I read the written material I had been issued with, I do believe that you cannot beat taking tests as you learn with greater speed. The questions were also pretty much in line with the questions on the actual exam, so I just wanted to say thanks very much and I shall definitely be using your site again." Keith Jayne, Eclipse

"Passed my CF6 this morning. Just to say many thanks your website was a great help." Edward Mc Donald, Voyager

“Wizard Learning probably made the difference in terms of me passing the certificate exams. I would recommend it to everyone as a must have study aid.” Pete Sears, Norwich Union

“I passed my certificate exams and Wizard Learning helped a lot. All our members of staff are encouraged to gain qualifications and the company pays for Wizard Learning for any employee taking exams.” Lynn Speed, MGP Ltd

“Thanks for a wonderful service. I am certain I would have failed some of my certificate exams without it.” Paul Campion, Financial Management Group

“I've passed CF8 and was very pleased with the online training received from Wizard Learning.” Sam Jones, Rowan & Co

“Wizard Learning helped me a lot with all my certificate exams and have recommended it to others.” Juergen Schumacher, GAEIA Partnership Ltd

"I received my exam result and I am pleased to say that I passed! I can certainly say that the use of your website contributed greatly to my examination successes and for that I am very grateful! Thank you Wizard Learning!" Lynne Chang

In the qualifications ladder section of the New Model Adviser, financial adviser Penny Hurrell of firm CBK when asked if she has got any tips to pass on to others who are going to sit the equity release exam recommends Wizard Learning.

"I answered a range of different questions on CF8 from your assessment package over and over then magically passed. Without doubt, these questions highlighted my shortfalls to address them, retain them and apply them." Hugh May, Pacific

“I am pleased to let you know that I passed my CF1 exam yesterday and I believe Wizard helped me with that. I used your CF1 assessment package a lot in the time before my exam and it was a good help.” Dominic McLoughney, Becketts

"I have now completed 4 certificate exams and have found your web site an extremely helpful source of training. Thank you." Caroline Monro

“I passed the another CF exam and again found Wizard Learning very helpful. I will be subscribing to further packages shortly.” Pauline McConnell, Scottish Life

"I passed FA2 after using your site, the questions were very good." Brenda Bradley

“I would like to convey my congratulations on running an excellent site. It has helped me pass exams my certificate exms with 90% average! I have no doubt it will help me to continue to pass in the future, there's nothing better than practice, practice, practice to get that knowledge embedded!” Michael Basi

"Signed up for your online assessments to help me with my exam - passed it yesterday. Was a bit frustrated at first with your timer mechanism for the questions, however this really helps with focus and assists with the actual examination time pressure.  The random questions content was pretty good. Wouldn't have passed without it." Mark Cuthbertson, Jaffreys Independent Financial Advisers

"Took and passed the CF8 exam today. It was easier than I imagined and the Wizard Learning question bank positively helped." Chris Fallon, Force 4 Mortgages Limited

“I found Wizard Learning really useful. A great site, the questions really help you prepare for the exams, I don't think I would have passed my certificate exams without the use of the site.” Joanne Woodland, BUPA