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Welcome to Wizard Learning

Looking for the best online financial planning exam training and support website?

Winner of the Best Online Educational Initiative at the November 2008 Online Finance Awards

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This site is run by Mike Goldsmith a Chartered Financial Planner in association with a team of highly qualified, industry experienced individuals in order to assist finance professionals pass industry exams and help meet their CPD requirements.

CUSTOMER COMMENTS
See here and below showing why thousands of new members join us every year and keep coming back for more.

"Just to thank you for adding CF8 in time for the July exams - I'm sure I would not have passed it without the bank of questions! Anyone interested in these exams should register and use your service. Its just a shame I've finished my AFPC now, just as I was discovering your site."

Helen Lupton
Ludlow & Co

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This site currently has 8,263 registered users.

Certificate in Financial Planning - online assessment packages

CF1 UK Financial Services, regulations and ethics InfoDemo CF6 Mortgage advice InfoDemo
CF2 Investment and risk ER1 Equity release
CF3 Financial protection CF8 Long term care insurance
CF4 Retirement planning  
CF5 Integrated financial planning HR1 Home reversion plans: key revision facts, 3 mock exams, 6 chapter revision assessments

Certificate in Financial Administration - online assessment packages

FA1 Life office administration InfoDemo FA2 Pensions administration InfoDemo

Diploma in Financial Planning - subject knowledge questions

J01 Personal tax InfoDemo J05 Pension income options InfoDemo
J02 Trusts InfoDemo J06 Investment principles, markets and environment InfoDemo
J03 The tax and legal aspects of business NEW J07 Supervision in a regulated environment
J04 Pension funding options InfoDemo All diploma subjects covered

Diploma, Advanced Diploma and CF5 - practice exam packages

J01 Personal tax Info J05 Pension income options Info
J02 Trusts Info J06 Investment principles, markets and environment
J04 Pension funding options J07 Supervision in a regulated environment NEW
AF1 Personal tax and trust planning NEW AF3 Pension planning
CF5 Integrated financial planning    

Certificate in Mortgage Advice - online assessment packages

CeMAP and CeFA: UK Financial Regulation Module 1 InfoDemo CeMAP: Assessment of Mortage Advice Knowledge Module 3 InfoDemo

CeMAP: Mortgages
Module 2

 InfoDemo    

Learning Academy - online text based training courses

  • CF1 UK Financial Services, regulations and ethics
  • CF2 Investment and risk
  • CF3 Financial protection
  • CF4 Retirement planning
  • J05 Pension income options
  • CPD - Monthly notes and assessments
  • How to Improve Your Study Skills
  • How to Improve Your Exam Skills
  • Money Laundering
  • Inheritance tax
  • Treating Customers Fairly
 Demo

We provide a wide variety of online learning solutions for recognised industry qualifications as well as online training on key skills. We constantly strive to provide good quality products and services that our customers want in an innovative, easily accessible and usable way.

Some exam names may be registered trademarks of the CII or ifs.

 

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