Building a financial planning career takes hard work, grit and also “deliberate skills”.
NextGen Planners is a community all committed to improving. We are looking for our members to continually develop and give back to others. Read about our services here.
Annual membership entitles you to:
- NextGen Premium content; and
- Access to NextGen Forum (only for members); and
- A discount of £75 on the annual conference; and
- A discount on all NextGen training events; and
- A regular newsletter full of content curated specifically for NextGen Planners
- Access to discounted software; and
- Priority invites to all training, events and initiatives.
You will make the cost of the annual membership back on the conference saving alone. More importantly, you’ll be helping us build the profession of the future.
Cost: £7.95 plus VAT per month payable by Direct Debit. You can also pay for 12 months in advance.
What’s in the Premium membership
The ticket prices you see in Premium are usually already discounted for Premium members. If you are unsure or need a discount code please email us at email@example.com.
In addition to the discounts that pay for the membership on its own:
We run monthly webinars hosted either by ourselves or expert guests on topics relevant to the next generation of Financial Planners.
Topics include “How to structure your week as a financial planner” and “How to present financial planning over video conference.”
This is the only conference organised by young and aspiring financial planners for young and aspiring financial planners. Take a look at this year’s agenda as it develops and purchase a heavily discounted ticket as a Premium member.
We run a Forum specifically for NextGen membership (it’s not designed for the drivel you see on other sites). The Forum is for discussing future training and events, asking questions, building networks and tapping into expertise.
We hold discussion groups around the country for NextGen Planners to discuss new thoughts, problems, ideas and opportunities over a drink in a relaxed, open environment.
We issue a bi-monthly newsletter to our Premium members with relevant articles and news for the Next Generation of Financial Planning.
We are working on a suite on online learning material and tests to cover off much of your annual CPD and more. This has been built and we are currently building up a library of content before launch.