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

The aim of the programme is to take people with few or no qualifications to Level 4 qualified and give 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 level 6 and hopefully Chartered.

The reason we are so passionate about this is because we believe the next generation of firms and advisers need a high level of training to compete in the future. As the training includes feedback to employers on progress and assistance building this into your own T&C processes, this programme offers excellent value for money. It is designed to allow smaller businesses to keep focussed on clients whilst also developing new advisers.

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