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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!
Monthly Cost:
£15 + VAT
per month
Annual, one-off Cost:
(two months free!)
£154.80 + VAT
per year
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!
Elite Firm Accreditation
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
(two months free!)
Annual, one-off Cost:
£1,000 + VAT
per year
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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