Future leaders programme

The first cohort of the NextGen Planners Future Leaders Programme launches in April 2020. This 12 month, Chartered Management Institute recognised programme covers everything required to prepare financial planners, paraplanners and administrators for leadership roles within their businesses or to assist existing managers and directors to lead more effectively.

The programme is structured into 10 modules which are explored extensively during four classroom days spread over the course. Each month, delegates will be able to access high quality mentorship and coaching in leadership and management to ensure that their learning is on track and to provide support as they begin to explore the practical aspects of leadership.

Programme Schedule

DAY 1 Induction & Modules 1 & 2 20th April 2020 London
DAY 2 Modules 3, 4 & 5 2nd July 2020 London
DAY 3 Modules 6, 7 & 8 26th October 2020 London
OPTIONAL J07 October 2020 Regional CII exam centres
DAY 4 Modules 9 & 10 5th January 2021 London
PROJECT SUBMISSION 26th February 2021
GRADUATION 26th April 2021 London

Modules

MODULE 1

Creating a common sense of purpose

MODULE 2

Developing and maintaining effective working relationships

MODULE 3

Leading and motivating a team effectively

MODULE 4

Dealing with difficult or challenging people

MODULE 5

Supervision in a regulated environment

MODULE 6

Developing teams and individuals Managing

MODULE 7

Managing performance

MODULE 8

Giving constructive feedback

MODULE 9

Senior Management and Corporate Governance

MODULE 10

The structure of a board meeting and role of a Director

Additional support

Monthly 1:1 Telephone Coaching Sessions
Recorded Webinars
Assessment through completion and submission of final project
4 NextGen Planners Workbooks
CII Recognised Programme
CMI recognised certification upon completion
12 months CMI membership: Access to multi-media knowledge base; Free CMI events; CMI Membership Magazine; CMI Mentoring Programme

Pricing

NON-MEMBERS

£250 per month +VAT

(total cost £3,000+VAT)

NEXTGEN PLANNERS MEMBERS

£100 per month +VAT

(total cost £1,200+VAT)

Register your interest

Get in touch

If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.