Training contract

The NextGen Planners Training Contract provides full support and a comprehensive training package covering skills, knowledge and behaviours, including:

Monthly feedback to employers
Classroom revision days for each exam
Skills and behavioural classroom days
Comprehensive learner journey
Cash Flow Planning Training
50 recorded RO study modules
30 virtual classroom sessions
CII study materials and exam entry

This programme takes people with few or no financial services qualifications to Level 4 qualified and gives them the skills training they need to establish empathy, trust and rapport with new prospects and clients. There is also an option for each student to go beyond level 4 to Chartered Financial Planner status.

We believe the next generation of firms and advisers need a high level of training to compete in the future. We work with employers to tailor each programme to the needs of their candidate and their business.

Take the How to Build a Financial Planner Scorecard

Answer 15 questions about your Training Programme and get a FREE personalised report with recommendations on how to get the best out of your financial planners of the future.

Click here to find out more

How to Build a Financial Planner
3rd February 2021 at 12PM

In this webinar, our Director and Head of Content Adam Owen, showed employers the process of building a real financial planner, from zero qualifications all the way through to Chartered and beyond.

Thank you to all who attended this session. You can watch the recording down below:

Watch the recording

Register your interest

    Subscribe to our mailing list

    Become a Member

    CPD in a Box, A discount on the annual conference, NextGen Premium content & much more

    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.