Learning Solutions

A comprehensive list of learning solutions to support qualifications for diploma and advanced diploma in financial services. RO. JO and AF qualifications supported. ALL ENTRIES ARE LINKED TO THE PROVIDERS RELEVANT WEB PAGE

QUALIFICATIONS

LEARNING SOLUTIONS FOR ADVANCED DIPLOMA IN FINANCIAL PLANNING
AF1 personal tax and trust study package by Wizard Learning
AF4 Investment planning study package by Wizard Learning
AF5 The expected solution package by Wizard Learning

LEARNING SOLUTIONS FOR CF and ER EXAMS
CF1 UK financial services, regulation and ethics assessment package by Wizard Learning
CF1 UK financial services, regulation and ethics online course by Wizard Learning
CF6 Mortgage advice assessment package by Wizard Learning
CF8 Long term care insurance assessment package by Wizard Learning
ER1 Equity release assessment package by Wizard Learning

FA EXAMS
FA1 Life office administration assessment package by Wizard Learning
FA2 Pensions administration assessment package by Wizard Learning

LP EXAMS
LP2 Financial services products and solutions: Gap Analysis & Assessment Tool by Wizard Learning
LP2 Financial services products and solutions -online course by Wizard Learning

CeMAP CERTIFICATE IN MORTGAGE ADVICE
CeMAP 1 Financial Services, Regulation and Ethics – assessment package by Wizard Learning
CeMAP 2 Mortgages – assessment package by Wizard Learning
CeMAP 3 Assessment of Mortgage Advice Knowledge – assessment package by Wizard Learning

CONTINUING PROFESSIONAL DEVELOPMENT
CPD system – Accredited CPD by Wizard Learning

FINANCIAL CRIME, COMPLAINTS PROCEDURES, DATA PROTECTION, STRUCTURED PRODUCTS, WORKPLACE PENSION
Complaints procedures online course by Wizard Learning
Financial crime online course by Wizard Learning
Structured products online course by Wizard Learning

TRAINEE FINANCIAL ADVISERS
Enhanced Diploma Package – suitable for trainee financial advisers/apprentices by Wizard Learning