15th August 2013

Wizard Learning: Enhanced CPD system, Paraplanner Award, LinkedIn Coaching

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 30 day 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.

Back Office, Business Development, CPD