Wizard Learning

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Services

Online Assessments
Online Assessments for the Certificate in Financial Administration, Certificate in Financial Planning, Diploma in Financial Planning, Advanced Diploma in Financial Planning and CeMAP. These include UNIQUE online features to follow the format of the exams as closely as possible. Due to the huge success of our site, we are constantly able to add new assessments to the site to help you develop in your professional career.

Assessing Competence Tool
The complete online assessment tool for assessing advisers’ knowledge and identifying areas for further training. Bespoke assessments also available to assist businesses with ongoing training and professional development needs. Our clients range from large multi-national organisations to micro businesses. We have the technical ability, business and industry experience to find a solution that suits your requirements.

Monthly Online CPD Facility
We can provide a vital service to all businesses, providing an online monthly update of the latest important news and developments in the industry. This comes complete with an online assessment facility at a very realistic cost.

Learning Academy
Each Learning Academy package provides detailed online learning material as well as useful summary presentations on key technical and skills based subjects relating to the industry. Subjects come complete with a range of relevant assessments to help experienced professionals remain up to date as well as developing the "stars of tomorrow".

Face to Face Revision Courses
Designed very much with the needs of the learner in mind and includes new and innovative ways to assist you in passing your exams.

Special Offering

Special Offering tracking code Panacea for recording visitors, registration and sale. Special Panacea offer.


More information
Visit Wizard Learning.

Contact
Wizard Learning Ltd, Mike Goldsmith
Ardlyn, Linton Bank Drive, West Linton,Peeblesshire, EH46 7DT
Tel: 0845 8675890
Email: mike@wizardlearning.com.

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Article last updated: Feb 3, 2010

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  • About Us
  • Who we are
  • Benefits
  • Become a PanaceaIFA Partner

In February 2007 Derek Bradley founded PanaceaIFA as he saw a widening gap between the quality of retail distribution service and resource support offered to directly regulated IFA firms when compared to Networks and larger advisory firms. He launched the free portal with support from eight financial services providers, which has since increased more than fourfold.

PanaceaIFA aims to empower SME directly regulated IFA’s by providing free online access to the very latest resources, tools, research, educational support, ideas, views and technical intelligence from product providers and support services all in one place.

We have established a thriving, growing web based community of some 4,000 individuals through carefully planned strategic communication activities and ideas, implemented via the website www.panaceaifa.com, Twitter and our LinkedIn group.  PanaceaIFA is a place where IFAs and Providers and support services alike engage in discussions and exchange views on issues affecting their businesses.

PanaceaIFA's resulting industry profile is one of an authoritative and well-respected voice within the financial services industry with IFAs, sponsors, media, providers, financial services organisations/bodies and government representatives alike.

Our members are also kept updated with the latest news, comment and industry trends with our free, twice weekly email bulletins.

In 2010 PanaceaIFA was shortlisted for Best Website for IFAs in the Professional Adviser Awards, cementing its position as a website of choice for directly regulated firms.

PanaceaIFA is knowledge-driven, linking the loose connections between the SME directly regulated Independent Financial Advisers and product providers. It is an independent industry-supported portal which corrects the service imbalance with providers in a way that is RDR friendly and free to use.

Derek BradleyDerek Bradley, CEO
Derek Bradley is the founder and ceo of PanaceaIFA.

After an early career at Lloyd’s of London, he went on to learn about the importance of customer service, working for BOAC, the forerunner of British Airways, something further reinforced during his time as a broker consultant at Scottish Equitable.

Derek went on to set up his own successful IFA business which he ran for 18 years before selling it in late 2006.

Derek spotted an altruistic opportunity to provide a better service to directly authorised IFAs and in 2007 PanaceaIFA was born.

Born: Southend on Sea
Lives: Southern Spain
Likes: Swimming, Sailing, Skiing, Cycling, being creative, standing up for those who have no voice, reading and writing
Dislikes: The words ‘no’ and ‘can’t’!
Books:  History and biographies- latest read Keith Richards
Film: Apocalypse Now
Album: Tom Petty & The Heartbreakers Anthology
Career Ambition- Create a legacy for the industry with PanaceaIFA
Life ambition- To keep healthy and creative

Sarah PaulSarah Paul, Marketing Director
Sarah is responsible for the development and implementation of the marketing and communications strategy for PanaceaIFA and its eBusiness proposition. 

She joined PanaceaIFA from MetLife where she was Marketing Manager. During her 13 years’ within the financial services industry, she has also held marketing and eBusiness roles at Hartford Life Limited, RBS Insurance and Merrill Lynch.

Born: London
Lives: Essex
Likes: Gardening, baking, travelling, walking my two Labradors and list writing!
Dislikes: Rudeness, rules without logic, inconsistency, cucumber
Books:  Bella Mafia by Lynda La Plante
Film: Shawshank Redemption or The Usual Suspects
Album: Forty Licks by Rolling Stones or Innocent Man by Billy Joel
Career ambition: To grow the PanaceaIFA brand to become the website of choice of directly regulated IFA’s
Life ambition: To visit as much of the planet as possible


James BradleyJames Bradley, Head of e-Relationships

James is responsible for managing the day to day relationships with our partner firms as well as working on updating partner site content and bulletin publishing.

He joined PanaceaIFA from Microsoft where he was a European Financial Analyst.  Prior to that he has held similar positions with Hewlett Packard, Sony, and Mercedes Benz. His experience gained in the IT industry is being put to good use as PanaceaIFA grows.

Born: Reading
Lives: Wokingham
Likes: Swimming, working out
Dislikes: Eggs
Books:  Autobiographies
Film: Apollo 13
Album: Paul Simon Gracelands
Career Ambition: To see PanaceaIFA become the best it can be
Life ambition: Travel as much as I can and have more passport stamps than Sarah

Benefits of becoming a member

  • PanaceaIFA is free to IFAs thanks to the support of our sponsors and partners.
  • PanaceaIFA will save you time as access to Product Provider tools & resources can be found all in one pace
  • PanaceaIFA provides access to market intelligence and research materials which can help raise your awareness and understanding of the financial services market
  • The twice-weekly Bento Bulletin provides timely industry news and opinion directly to your inbox
  • By using the PanaceaIFA forums as a sounding board for opinions and queries you can become part of a community
  • Increase your product knowledge and aid business development by accessing training, education and business advice
  • PanaceaIFA is an ambassador for the directly-regulated IFA – your concerns are heard and escalated!

 

PanaceaIFA is designed by IFAs for IFAs.  It offers advisers throughout the country the chance to share ideas, discuss industry issues and develop a dialogue with the UK’s leading financial service providers as part of a unique online community.

So please do use Panacea to the full, tell your industry friends and colleagues about us, and help build a unique community that serves your needs.

Join us today

There are many ways to join – just visit our follow us page and choose the method that suits you best.

How to work with our community

Going forward, the Retail Distribution Review (RDR) will impact greatly upon providers who rely on the network and national IFA model to distribute their products. The remuneration model will change as will the support model. All of a sudden the directly regulated IFA has become attractive again as they currently are best equipped to deal with the changes proposed for 2012, but how do providers engage with their world again?

If you are a life assurance, investment, pension and retirement product provider and want to find a realistic and cost effective way to reconnect with the valuable distribution channel of directly regulated IFA firms, then look no further than PanaceaIFA.

Opportunities also exist for strategic partners to promote tools, training, back office or legal services and regulatory support to our IFA members.

We offer a range of solutions from full partnership status to stand-alone promotional opportunities. 

If you would like to join our prestigious panel of partners or find out more about our advertising opportunities, please call Derek Bradley on 07595 892930 or email derekbradley@panaceaifa.com for a media pack.  Don’t forget to read our Media coverage page for further information about PanaceaIFA in the press.

Contact Us

For general enquiries
For any questions or queries about the site please contact us and we will endeavour to reply to you within 24 hours.

For website queries
If you are experiencing connectivity problems, please contact your service provider or email our webmaster for any technical details, with a brief explanation of the problem.

To become a Partner or for advertising opportunities
To obtain sponsor, affiliate or strategic partner status email us.

 

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