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NextGen Training Contract

Zero to Level 4 in 20 months, Level 6 in 30 months

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NextGen Planners Training Programme for 2019 now live

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”.

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 the daily challenges we all face.

Members also get access to :

  • Premium content
  • Virtual roundtables
  • Discounts from selected partners


Click here to learn more about becoming a member