We are delighted to introduce NextGen Progress, our training brand.
NextGen Progress reflects our attitude of “always learning”; we believe that financial planning is an art and that you must continually practice your craft.
The emphasis will always be on quality, with a programme built following feedback from financial planners and financial planning firms. The coming years will see us increasingly forced to compete against technology, have to talk through our fees with confidence and clarity, and try to engage with a generation that hasn’t had any real experience with financial planning.
The old ways of doing things won’t cut it in the new world, and we need to rise to the challenge. We built this training programme to tackle these issues head on.
Our programmes include:
- Training Contract: Zero to Level 4 or Zero to Level 5
- Level 4 to Level 6 Bridging Contract
- Aspiring Adviser Foundation Course
- Communication Skills Masterclass
- Paraplanner: 2nd Chair Meeting Skills
We expect the courses to fill quickly. We therefore operate a system whereby those who register their interest get first access.
To register your interest in general, please fill out the form at the bottom of this page and add the course(s) that interest you in the comments.