top of page

Empowering the future of

Finance Pros.png

The most engaged app-based community for finance professionals offering support from peers and world class training that helps you to grow and thrive.

Never stop learning.

Untitled design (26).png

We know that being a finance professional is a process of continuously learning new things and improving yourself. We've been there.

That's why we've provided hours of learning materials and designed a community platform for you to learn from your peers to help you to grow & thrive.

Untitled design (25).png

Financial Planners, Paraplanners & Administrators

Trainee Financial Pros.png

Finance Professionals in Training & Career Changers

Financial Planning Entrepeneurs.png

Financial Planning Entrepreneurs & Business Owners

A platform for the

Finance Pros (2).png

Our online community gives you an exclusive pass to the NextGen Planners app and web platform, unlocking access to all of our world class content and community.

Available to you wherever you are in the world, 24 hours a day, 7 days a week.

Finance Pros (6).png

Your tribe is

Tribe is here.png

A diverse group of fresh thinkers & thought leaders.

Our friendly Community is the backbone of everything that NextGen Planners does. 

It is a collection of great people who share a common purpose: to make the financial planning profession a great place to be

On top of this, we also provide regular, modern content on a variety of topics in financial planning, to help you become the best financial professional you can be.

Hours of content.png

Hours of CPD content

Untitled design (30).png
Finance Pros (4).png

The home of 

Personal Development.png

in financial planning.

Add a heading (3000 × 2000px).webp
NextGen Planners Academy

The modern, affordable route to qualification.

The NextGen Planners Academy is our modern online training programme, that helps financial professionals to pass the diploma exams in less time, and learn the skills required to become a great financial professional. 

The best part? It's INCLUDED in NextGen Planners membership for no extra cost (£15 + VAT a month)

Add a heading (3000 × 2000px) (7).png

Wanting to

Get Chartered_.png
Get Chartered NextGen Planners.png

We offer tailored support for the advanced exams.

If you're ready to take the next step towards becoming a Chartered Financial Planner, our expertly-designed Training Contract gives you everything you need to pass the Advanced Diploma in less time.

Not only that, but we provide you with advanced communication skills training and further financial planning techniques, too.


Financial Planning Back Office
Untitled design (40).png

Making the financial planning process a doddle.

NextGen Planners Tech Stack is a fully integrated back office system and training that integrates all of your processes into one place.

Tech that helps true financial planning businesses to thrive

mediamodifier_image (10).png
Finance Pros (4).png

We've won

We've won awards.png

We're proud to have received a number of industry awards over the past few years, which are a testament to the fantastic work from the members our community.













Untitled design (96).png
Finance Pros (43).png
Untitled design (97).png

Modern Marketing for Finance Firms. 

We support forward-thinking financial planning businesses to build their brands, develop their materials and get more clients.

bottom of page