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Our

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Learn more about our different packages for financial professionals and businesses to grow, develop & thrive.

NextGen Membership

For individuals who want to develop themselves and their careers.

Access to our exclusive Community of financial professionals

Hundreds of hours of CPD content

Regular, independent content on best practice

Access to the
NextGen Planners Academy at no extra cost

24/7 access to the Community on our app

Regular weekly shows and events on big topics in finance

... and much more!

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Monthly Cost:

£15 + VAT
per month

Annual, one-off Cost:

(most popular!)

£154.80 + VAT
per year

Want to find out more?

Business Membership

For businesses who want to develop their people and scale to the next level.

Up to 10 memberships for your team (saving over £500 a year)

AI-powered CPD Dashboard for your firm

Over 30 HR Templates for your team

Over 60 Business Operations Templates

Training Pathway Templates

Over 50 Huge Discounts on Financial Planning Software

Monthly Power Hours with other business owners

Exclusive access to post Job Advertisements on our Jobs Board

Admin Foundation Training

Training on Xero and IO

Access to the NextGen Planners Innovation Labs

Fortnightly Training on AI for your team members

...and much, much more!

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Elite Firm Accreditation

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You don't just get access to all of the amazing benefits above. As a Business Member, you also have the opportunity to become a NextGen Planners Accredited Elite Firm. This badge identifies the financial planning firms in the UK who meet the criteria of world class.

Monthly Cost:

£100 + VAT
per month

(most popular!)

Annual, one-off Cost:

£1,000 + VAT
per year

Want to find out more?

Enterprise Membership: POA

Have you got more than 10 team members, or you're looking for something a bit more bespoke? Contact us below to discuss our Enterprise option.

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