wizardfinancialawareness.co.uk

Wizard Financial Awareness : Information Tutorials & Find Advisers

About Wizard Financial Awareness. The Wizard Financial Awareness information website is designed to enhance your awareness of money and financial issues and give you a greater understanding of the products you may already have, or that may be recommended to you or your family by a financial adviser. In the financial planning section, we provide information on how the industry is structured and the different types of advice available to consumers following a recent review by the regulator. The Financi...

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About Wizard Financial Awareness. The Wizard Financial Awareness information website is designed to enhance your awareness of money and financial issues and give you a greater understanding of the products you may already have, or that may be recommended to you or your family by a financial adviser. In the financial planning section, we provide information on how the industry is structured and the different types of advice available to consumers following a recent review by the regulator. The Financi...

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Wizard Financial Awareness : Information Tutorials & Find Advisers | wizardfinancialawareness.co.uk Reviews

https://wizardfinancialawareness.co.uk

About Wizard Financial Awareness. The Wizard Financial Awareness information website is designed to enhance your awareness of money and financial issues and give you a greater understanding of the products you may already have, or that may be recommended to you or your family by a financial adviser. In the financial planning section, we provide information on how the industry is structured and the different types of advice available to consumers following a recent review by the regulator. The Financi...

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wizardfinancialawareness.co.uk

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2 new investment presentations added : Wizard Financial Awareness

http://www.wizardfinancialawareness.co.uk/news/2_new_investment_presentations_added_100005.php

2 new investment presentations added. Posted Dec 11, 2014. We have added the following 2 new presentation to the site. They can be viewed from investment link on the top left hand menu. Introduction to alternative investments. This presentation provides a short overview of speculative investments. 5 new investment presentations added. Introduction to the Wizard Financial Awareness website. The financial advice process. Financial advice following the regulation review. The principles of investment planning.

2

The financial advice process : Wizard Financial Awareness

http://www.wizardfinancialawareness.co.uk/the_financial_advice_process.php

The financial advice process. You can view our presentation here:. The financial advice process. Seeking financial advice for the first time can be quite a daunting prospect so we have created this presentation that explains what is involved under the following headings:. Introduction to the financial advice process. Stage 1: The initial contact. Stage 2: The financial review. Stage 3: The preparation of recommendations. Stage 4: The presentation of recommendations. Stage 5: Putting the plan into action.

3

Cash and fixed interest securities : Wizard Financial Awareness

http://www.wizardfinancialawareness.co.uk/cash_and_fixed_interest_securities.php

Cash and fixed interest securities. You can view our presentation here:. Introduction to cash investments. Introduction to cash and fixed interest securities. Risks involved in cash investments. Taxation of cash investments. Risks of fixed interest securities. Taxation of fixed interest securities. Introduction to the Wizard Financial Awareness website. The financial advice process. Financial advice following the regulation review. The principles of investment planning. Cash and fixed interest securities.

4

Introduction to analysing investment performance : Wizard Financial Awareness

http://www.wizardfinancialawareness.co.uk/introduction_to_analysing_investment_performance.php

Introduction to analysing investment performance. You can view our presentation here:. Introduction to analysing investment performance. Performance of fund managers. Performance of fund managers. Selection of a fund manager. Introduction to the Wizard Financial Awareness website. The financial advice process. Financial advice following the regulation review. The principles of investment planning. Cash and fixed interest securities. Introduction to indirect investment products. Content specific to the UK.

5

Introduction to indirect investment products : Wizard Financial Awareness

http://www.wizardfinancialawareness.co.uk/introduction_to_indirect_investment_products.php

Introduction to indirect investment products. You can view our presentation here:. Introduction to indirect investment products. Comparisons, advantages and disadvantages. Introduction to the Wizard Financial Awareness website. The financial advice process. Financial advice following the regulation review. The principles of investment planning. Cash and fixed interest securities. Introduction to indirect investment products. Introduction to alternative investments. Defined benefit pension schemes. This s...

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wizardlearning.com

CPD system - Wizard Learning

http://www.wizardlearning.com/CPD_System.php

CPD System - Accredited CPD. It is a regulatory requirement for financial advisers to retain their diploma knowledge. Our accredited CPD system identifies diploma knowledge gaps AND provides the learning material to fill these gaps. Our accrediated CPD system is your ‘one-stop-shop’ that can help you to fulfil your ongoing structured CPD needs. It is also ideal for trainee financial advisers working their way through the diploma exams. Listed below is a summary of the contents of the CPD system. We recom...

theparaplanner.com

CPD online from Wizard Learning | The Paraplanner

http://www.theparaplanner.com/2013/03/16/cpd-online-from-wizard-learning

After 8 years we’ve decided to call time on TheParaplanner.com but not on the principle behind its foundation. The kind folk at Aegon UK have agreed to support the site for the next twelve months but on 1 December 2016 TheParaplanner.com will close and a new discussion forum the ‘Big Tent’ will be up and running at ParaplannersPowwow.co.uk. Find out more by clicking here. Click here to visit Aegon. The site for Paraplanners and Paraplanning in the UK. CPD online from Wizard Learning. We research and anal...

quizleagues.com

CPD system - Wizard Learning

http://www.quizleagues.com/CPD_System.php

CPD System - Accredited CPD. It is a regulatory requirement for financial advisers to retain their diploma knowledge. Our accredited CPD system identifies diploma knowledge gaps AND provides the learning material to fill these gaps. Our accrediated CPD system is your ‘one-stop-shop’ that can help you to fulfil your ongoing structured CPD needs. It is also ideal for trainee financial advisers working their way through the diploma exams. Listed below is a summary of the contents of the CPD system. We recom...

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wizardfinancialawareness.co.uk

Wizard Financial Awareness : Information Tutorials & Find Advisers

About Wizard Financial Awareness. The Wizard Financial Awareness information website is designed to enhance your awareness of money and financial issues and give you a greater understanding of the products you may already have, or that may be recommended to you or your family by a financial adviser. In the financial planning section, we provide information on how the industry is structured and the different types of advice available to consumers following a recent review by the regulator. The Financi...

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