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GET
CHARTERED
Expert training and support helping qualified financial planners make the transition from CII Level 4 to Level 6 and develop world class skills & behaviours.
PART OF THE NEXTGEN PLANNERS TRAINING CONTRACT ®.
THE CHALLENGES WE SOLVE:
Not enough time to become a Chartered Financial Planner
Studying to become a Chartered Financial Planner being too difficult
Focussing on the wrong things when trying to become a Chartered Financial Planner
Spending too much time revising for exams in the wrong way
STUDY LESS.
PASS MORE.
We have turned our experience of working with hundreds of candidates into a core methodology that helps candidates to spend their time in the most efficient way.
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We blend knowledge sprint challenges with group tutorials, peer support groups, and virtual classroom days. All of these are supported by our Study Less Pass More methodology which helps candidates to drop the inefficient study methods that don't serve them.
This is backed up with a comprehensive set of study materials including on-demand video, audio, sample exam papers, benchmaring question packs and so much more.
WHAT WE DO:
Full training and support with CII AF1, AF4, AF5, AF8 exams.
Help financial planners to become Chartered in less time.
Give financial planners a support group of other financial planners like them.
Work on the extra-exam skills financial planners need to be world class.
Provide simple, digestible video content & exercises that are easy to understand.
Support all candidates to help them build a robust Personal Development Plan.
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MORE THAN JUST EXAM SUPPORT.
At NextGen Planners, we understand that exams are important, but ultimately being a financial planner means more than just technical knowledge.
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That's why alongside exam support to get Chartered, we also help people to identify and develop the other skills and knowledge they need to become a world class financial planner.
"I couldn’t have completed my chartered exams without NextGen Planners."
- Chanelle Pattinson, Wealth Wizards
WHAT'S INCLUDED?
The whole syllabus for Chartered Financial Planning Exams, on-demand, whenever delegates need it.
LIVE Weekly Tutorial Sessions where delegates can talk to a real tutor and ask questions.
A study format that allows delegates to become a Chartered Financial Planner at their own pace.
An accountability partner to help delegates become Chartered Financial Planners on time.
An easy to use app that allows delegates to study for Chartered exams wherever they are.
A comprehensive & detailed study schedule helping delegates stay on track.
A study format that allows delegates to fit exams around their work and lives.
2 days of pre-exam revision classroom sessions, helping delegates recap their knowledge.
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:
10 Classroom Days over 16 months
CII AF1, AF4, AF5, AF8 exam support*
Access to a huge library of video content and challenges
1:1 Coaching from experts
Advanced Communication Theory Training
Advanced Financial Planning Skills Training
ALL THIS FOR:
£2,000
+VAT
per candidate
Plus NextGen Planners membership per candidate at £12.90+VAT per month
* exam entry fees & materials not included
"Invaluable for a financial planner starting out when learning how to control a meeting."
- Christopher Drew, Financial Planner
OUR AWARDS:
