We do things differently here ✨
Our vision is to empower the financial planning community to turbo-charge world class, inclusive, innovative and collaborative people and businesses 🚀
We do this by unearthing and untangling the biggest challenges in financial planning that prevent people and businesses from being world class.
Our values are:
- Quality Education 🧑🎓: Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all financial planners.
- Industry, Innovation and Infrastructure💡: Build resilient infrastructure, promote inclusive and sustainable systemisation and foster innovation in financial planning.
- Reduced Inequalities 🤝: Reduce inequalities within and among the financial planning profession and actively strive for diversity and inclusion.
To achieve our mission, we help financial planners with the following:
👍 The Community: A thriving, engaged community of financial service heroes that help each other grow and develop every day, alongside tons of valuable content and resources.
🎓 The NextGen Planners Training Contract®: Our award-winning training and development program helping financial planning business owners to grow and develop their team members through exam support and more.
🚀 Blast Off: An accelerator program that helps financial planners grow and develop their own businesses and become successful entrepreneurs.
🙌 Future Leaders: A coaching program that builds future leaders in financial planning businesses and empowers them with the tools they need to lead.
⚡️ Advice Stack: Our innovative growth platform which helps financial planning business owners to grow and scale their businesses.
Our profession can't wait for change. We empower financial planners to be the change 🔥