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NEW
Fast Track Your JO2 Success — September 2025 Exam
The most practical, no-fluff JO2 training programme for financial planners who want to study smarter and pass faster.
Enrolment Open Now — Limited Spaces
Why Planners Are Joining Our JO2 Programme
Passing JO2 (Trusts) can feel overwhelming. You’ve got a busy job and you don’t have time to waste on endless reading.
We’ve designed this programme to cut through the noise and help you get exam-ready, fast.
✅ Full syllabus coverage in a fraction of the usual study time
✅ Learn at your own pace when it suits you
✅ Real-world support from expert trainers
✅ Focus on what you really need to know to pass
TIMELINE
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Programme starts: Now
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Enrolment closes: 11th July 2025
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Exam week: September 2025
WHAT YOU GET:
8 bite-sized video modules — covering the full JO2 syllabus
Built-in practice questions in every module
Full-day live online classroom to reinforce your learning
On-demand access — fit study around your schedule
Exam-focused strategies to study smarter, not harder
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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 11th July
You want to pass JO2 in September 2025
You’re short on time and need efficient study
You want clear, focused content, not generic theory dumps
You want support from experts who know
what it takes
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:
£250
+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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