We are delighted to introduce NextGen Progress, our new training brand for 2018.
NextGen Progress reflects our attitude of “always learning”; we believe that financial planning is an art and that you must continually practice your craft.
The emphasis will always be on quality, with a programme built following feedback from financial planners and financial planning firms. The coming years will see us increasingly forced to compete against technology, have to talk through our fees with confidence and clarity, and try to engage with a generation that hasn’t had any real experience with financial planning.
The old ways of doing things won’t cut it in the new world, and we need to rise to the challenge. We built this training programme to tackle these issues head on.
If you’re an employer, the return on getting a new planner firing on all cylinders as quickly as possible is enormous. You’ll make the cost of the course back in a month.
Some of the courses we will be launching in the next couple of months include:
- Non-verbal Communication Skills Masterclass
- Cash Flow Planning Masterclass
- Working with NextGen Clients Masterclass
We expect the courses to fill quickly. We therefore operate a system whereby those who register their interest get first access.
To register your interest in general, please fill out the form at the bottom of this page and add the course(s) that interest you in the comments.