Training contract
The NextGen Planners Training Contract provides full support and a comprehensive training package covering skills, knowledge and behaviours, including:
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.
How to Build a Financial Planner
3rd February 2021 at 12PM
In this webinar, our Director and Head of Content Adam Owen, will show employers the process of building a real financial planner, from zero qualifications all the way through to Chartered and beyond.
There will be a Q&A section so you can get your questions on the Training Contract answered, and the session will be recorded so you can watch back anytime!
Click here to joinEpisode 90 - Helping People Make Better Decisions with George Agan
In this episode, Dan chats with George Agan of Pension Help, who is also the man behind Principles Personal Finance, an education project which has just been launched for the public.
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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.
