We help financial planners to grow and flourish.

Expert training and world-class resources  helping financial service professionals develop themselves and their peers.

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Who we help:

Financial Planning Community

Financial Planners & Paraplanners

Financial Service Heroes

Future Financial Service Heroes

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Financial Planning Business Owners

How we do it:

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The absolute backbone of NextGen Planners. 

Our awesome community contains
hundreds of financial services heroes from all around the globe. All of whom have a combined mission: to foster innovation in financial planning and build a better profession.  

Financial Planning Community


We help financial planners grow and thrive across various different paths and ventures in the profession. 

This includes the following programs:

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Helping Business Owners to get the most out of your trainees by providing your team members with expertly-built, personalised training and development plans which are aligned to their individual learning and communication styles.

An accelerator for financial planners who have recently launched or are planning to launch their own financial planning business and are wanting to take it to the next level.

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Cultivating and forging the future leaders in the financial planning profession through expert content and personalised leadership coaching.

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Our Accredited Compliance Provider certificate, endorsing and approving the best compliance support in the financial planning profession.

A free, fun programme that trains financial service professionals the art of speaking in preparation for sharing their story at the global #NEXTGEN Conferences.

A comprehensive growth platform for small financial planning businesses looking to develop and scale, containing hundreds of templates and models, discounts and an exclusive community.


Through our #NEXTGEN Conferences, our podcasts, our blogs and our webinars, we work with experts to bring insights and fresh ideas into the financial planning profession.

NextGen Planners Podcast

Our values:

Quality Education

Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all.

What our members say:

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Mary Hemingway

"I love being part of this energetic, forward thinking and inclusive community! Very highly recommended for all Financial Planners"

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Tom Kenny

"An amazing community of professionals from all walks of the industry that are willing to give their time and expertise to help push our industry forward. From insightful podcasts, helpful webinars and even an exam preparation course, being a member is worth every penny and I wish I’d have joined years ago"

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Lottie Kent

"A brilliant community of innovative and encouraging financial advisers who are all there to help each other and grow each others skills and businesses. A great place to be a part of - thank you"

Our awards:

Award Winners