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GET CHARTERED
The Fast Track to AF1 & AF4 Success in September 2025
Join the UK's Most Practical, No Fluff Training Programme for Financial Planners Who Want to Pass First Time
AF1- 27th May AF4 - 3rd June
WHY PLANNERS CHOOSE US
Passing AF1 (Personal Tax and Trust Planning) and AF4 (Investment Planning) isn’t just about learning theory. It’s about training smarter, not harder – with tutors who’ve done it, peers who get it, and resources that actually work in the real world.
We’ve helped hundreds of financial planners Get Chartered.
Now it’s your turn.
✅ Designed for busy professionals
✅ 3 month structure to fit into a busy work schedule
✅ Weekly masterclasses + on-demand content
✅ Access to real exam-style case studies
✅ Coaching + accountability from expert tutors
✅ Private community for peer support & quick fire Q&A
TIMELINE
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Enrolment opens: Now
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Enrolment closes: 4th June 2025 (or earlier if we sell out)
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Programme starts: 27th May for AF 1 and 3rd June for AF4
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Exam week: September 2025
WHAT YOU GET:
Structured 12-week AF1 or AF4 training programme
Live weekly deep dives with expert Chartered trainers
Complete resource hub with mock exams, technical content and walkthroughs
Replay access – rewatch any session, anytime
Private group coaching and Q&A
Exam-focused strategies that cut through the jargon
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WHAT
OUR STUDENTS SAY
“It was hands-down the best learning experience I’ve had. Passed first time, and I actually understood what I was doing!”
— Sophie L, Chartered Financial Planner
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“So much more engaging than anything else out there. The community and the accountability were game-changers.”
— Dan R, AF4 Graduate
WHO IS THIS FOR?
Enrolment Closes 4th June
You’re aiming to become Chartered in 2025
You’ve got some knowledge but need structure
You’re serious about passing first time
You want to learn alongside peers, not alone
You don’t want generic YouTube tutorials
– you want results
OUR AVERAGE FIRST-TIME PASS RATE IS
71%
What is a good pass rate?
Becoming a Chartered Financial Planner is no walk in the park!
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The industry standard is generally much lower for first-time pass rates and passes overall when people complete the exams via self-guided study.
OUR PACKAGE:
CII AF1, AF4, AF5, AF8 exam support*
Access to a huge library of video content & challenges
1:1 Coaching from experts (AF6, AF8) Group Coaching (AF1, AF4 + AF5)
Access to an experienced trainer to ask any questions
Track your progress wherever you are with our web and mobile app
ALL THIS FOR:
£500
+VAT
per candidate, per exam module
Plus NextGen Planners membership per candidate at £15 + VAT per month
* exam entry fees & materials not included
"I couldn’t have completed my chartered exams without NextGen Planners."
- Chanelle Pattinson, Wealth Wizards
OUR AWARDS:
WINNER
WINNER
WINNER
WINNER
WINNER
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