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NextGen Planners Training Programme for 2018 now live

In 2018, we are extending our training programme to build on the success of the Foundation Training programme where the feedback from over 120 Next Generation Financial Advisers has been overwhelming.

The Foundation Training Programme is a three day course that is designed for newer and aspiring advisers looking to improve on their communication skills, client acquisition and client meetings.

This year we are also adding Non Verbal Communication Skills, How to work with the Next Generation of Clients, an Introduction to Cash Flow Forecasting and transitioning from paraplanner to adviser.

We continue to believe that qualifications only take you so far to success in this career and our training is designed to take you to the next level.

To register your interest for these courses please navigate to our masterclasses section.

NextGen Planners are “always learning”.

Become a NextGen Planner

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 all things to do with the daily challenges of being a financial planner.

In addition, we have premium content, virtual roundtables and discounts with selected partners.

The 2018 Virtual Roundtable content is now live:

Jan – Developing Video Content for new and existing clients

Feb – How to incorporate budgeting into your client service proposition

Mar – Automating Low value processes in your firm with technology

Apr – Looking at the different types of service models

May – Using Technology to engage with clients

Jun – Looking at Niche Service propositions and how you can use them in your firm

To become a NextGen Planner, head to to the Join Us part of the website.