NextGen Planners launch free support to members for CFP™ Exam

By Lora Benson | May 10, 2021


Financial Planning community NextGen Planners are launching free support for members sitting the CISI Level 6 Certificate in Advanced Financial Planning.

Beginning on 1st July, the 60 Day CFP™ Challenge will provide daily content in the run up to the September exam.

Content will include videos, written modules, revision checklists, mentor interviews, knowledge check quizzes and group tutorials.

With membership fees of just £12.90+VAT per month, NextGen Planners Head of Content, Adam Owen says, “The 60 Day CFP™ Challenge is another step in our strategy to support financial planners from classroom to boardroom.”

The CISI Level 6 Certificate in Advanced Financial Planning is the first of two modules required for the internationally recognised Certified Financial Planner designation and NextGen Planners have plans to support the level 7 case study module once the September cohort has completed the first exam.

Owen said, “At level 7, there is no higher achievement for Financial Planners in the UK and those who achieve the qualification standard will be part of an exclusive group. People taking on the challenge will benefit from having a support team of like-minded planners and we are working with the CISI to design a package of support for the case study element and will be partnering with some of the best trainers in the business.”

The CFP™ is a goal-based, holistic planning qualification which considers all aspects of the financial situation to formulate a plan and make recommendations which moves away from technical learning and focuses on a practical approach.

CISI Head of Financial Planning Sally Plant said, “We are delighted to collaborate with Next Gen on developing the Financial Planning community, focusing on our qualification which leads to the global CFP™ designation.  Next Gen are forward thinking, innovative and creative so we are excited to work with them on upcoming projects.”

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