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Recognising the leading training programs in the financial planning profession.

We help financial service businesses who share our values of reduced inequalities, quality education and innovation develop their in-house training programs.

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Awesome talent deserves an awesome training program. That's why we showcase the best of the best

What's included:


Approval from a trusted community of financial planners


A badge of endorsement that proves accreditation


Inclusion within the NextGen Planners Directory

What accreditation gives you:

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Credibility from a trusted resource for financial planners


A tool to provide integrity in your marketing mix


A method to valuably promote your training programme to the world

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Confidence that you are developing talent correctly

Our Process:

1. Application

This is where we begin to get to know you and your firm. There is no commitment at this stage, you are just helping us to understand the core details of your service and the values that you live by.

2. Assessment

The next step is to delve into the detail with our rigorous assessment interview. We put you through your paces so that your applicants can be sure your in-house training program will support their career development in the way that top talent deserves.

3. Award

If you are successful, this is the best part. We send you an ace certificate and promote your awesomeness everywhere. You get to use the NextGen Planners Accredited Training Program logo and we promote your program to our university partners.

4. Review

Every year, you get to go through our rigorous assessment interview again so that we can update your accreditation with the things you have done to innovate and drive the financial planning profession forward. Plus, we make sure that you are still cool.


Initial Accreditation:



This includes the full accreditation process and use of the accreditation logo, social media promotion, exclusive access to our University Boot Camp Program and inclusion in the NextGen Planners directory.

Annual Renewal:



This includes the renewal interview and use of the accreditation logo, social media promotion and inclusion in the NextGen Planners directory for another full year plus exclusive access to our University Boot Camp Program.

Success stories:

This accreditation recognises firms that put the learning and development of their teams at the heart of their business strategy and who recognise that by having a clear support structure for their people, they can deliver first class service to their customers.

The accreditation process consists of three rigorous stages, each designed to test not only the firm's commitment to life long learning put also their delivery on this commitment. The following firms have demonstrated that they meet or exceed these standards:

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Schedule a call:

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Book in a quick call with our Head of Content, Adam Owen.

Find out more about our process and the programme and get any questions answered.

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