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Modern, affordable training for your

NextGen Planners Academy

The NextGen Planners Academy is the accessible route towards becoming a sufficiently qualified and highly skilled financial professional.

NextGen Planners Academy
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Helping you to get qualified,


The NextGen Planners Academy is included for all members of the NextGen Planners Community, at just £15 + VAT a month.

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We use modern learning techniques, alongside an intuitive community platform to ensure you become qualified quicker and easier.

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We don't just focus on passing exams, we also show you the skills and techniques required for being a successful financial planner.

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exam support

We don't think staring at books or guides helps you to learn.

That's why we've build an outcome-based programme that uses videos, short exercises, knowledge checks and peer-to-peer learning instead.

We condense each exam that you are planning to take into digestible, easy-to-follow 30 Day Challenges that allow you to pick up everything you need to pass an exam in just one month.

This means you can pass more exams quicker, and study less.

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Level 3 + 4 exams

The Academy provides support for:

Learn with those who are just like you.

We know that many people learn best when they are on their qualification journey with their peers.

Our Weekly Group Tutorials, hosted by an expert trainer, help you to learn with your peers and answer any questions that you may have on your learning journey. 

All Group Tutorials are virtual and recorded, so you can access them from wherever you are, whenever you need them. 

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Group Tutorials

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Classroom Days

Intensive learning sessions with professional experts.

Learning from experts and having the chance to ask questions is one of the most proven ways of getting qualified, quicker.

That's why we don't just provide you with the recorded content and exercises, but also intensive sessions with experienced trainers to allow you to get to grips with the content you need. 

All sessions are virtual and recorded, meaning you can get qualified from wherever you are, whenever you need it. 

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Training designed for the modern professional.


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Daily exercises

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On-demand video

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Live chat with your peers

Some would call them 'soft' skills. We prefer communication skills.

Being a great financial professional is so much more than just knowing the technical elements. You also need to have the interpersonal skills to understand and learn about your clients.

Our financial planner training academy goes beyond support with exams. We also include regular training sessions on things such as:

  • The art of listening and asking questions

  • How to present a financial plan

  • Understanding influence and motivation in your clients.

... and much more!

This gives you the skills required not only to be qualified, but to deliver financial planning to your clients that works

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Master your

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Available 24/7 on our platform and app.

Become qualified on the move! With our intuitive community platform and mobile app - powered by Mighty Networks, our Financial Planner Training Academy is available for you whenever you need it

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in membership.

All you need to do is join our community for £15 + VAT a month!

Yep, this is free for our members.

We want to make becoming a highly qualified financial planner as accessible as possible and remove some our profession's barriers to training & retaining world class talent.

That's why all of our financial planner training for Level 3 and 4 CII exams is included for all of our members, alongside all of the other great benefits. 

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Signing up is simple:


Join our community below, using our easy checkout.


You will receive an email with a magic link to create your profile.


Join the Academy Zone on the platform and get started!

"Invaluable for a financial planner starting out when learning how to control a meeting."

- Christopher Drew, Financial Planner

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Our Awards:







in minutes.

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To get started on your learning journey, all you need to do is sign up over there.

You will then receive an email inviting you to set up your profile on our community platform. 

Sign up:

Frequently Asked Questions (FAQs)

Here's our Director & Head of Content, Adam Owen, answering some of the Frequently Asked Questions that we get asked about the NextGen Planners Academy.

If you have any more questions, please drop us a note below.

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Get in Touch:

Leave us a message and one of our team will be in touch with you shortly.

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