At our second annual conference we launched our Training Contract. The NextGen Planners Training Contract provides a full support and training package covering skills, knowledge and behaviours including:

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

CII study materials and exam entry

The aim of the programme is to take staff 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.