Building the Next Generation of Financial Planners
In addition to our comprehensive Training Contract, we also provide just ‘soft skills’ training as a stand alone course for anyone who already has the necessary qualifications.
The Foundation Training Programme is a three day course designed for advisers looking to improve their communication , client acquisition and client meeting skills.
Qualifications will only take you so far. Our skills training is designed to take you to the next level.
For more information please click here
NextGen Planners are “always learning”.
We now have a member community with dedicated content specifically for Next Generation Financial Planners.
Members have access to our VIP Slack Group, where we have active discussions on the daily challenges we all face.
Members also get access to :
Click here to learn more about becoming a member
Last week at our second annual conference, we launched Training Contract and the feedback and interest has been overwhelming As a quick recap The NextGen Planners Training Contract provides a full support and training package covering skills, knowledge and behaviours that includes: Monthly feedback to employers Comprehensive learner journey Classroom revision days for each exam […]
Rohan gives us a heads up on the news from September.
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