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148 Educators providing Financial Planning courses delivered Online

Novia Financial

novia financial

Bath

Novia is based in Bath and was created in 2008 by a management team with decades of experience working in investments, and more precisely in Investment Platforms. Having all originally worked at platforms that were subsidiaries of asset management groups, their vision was to create an investment platform that put the customer at the heart of everything they do. Dedicated to delivering a leading wealth management service are our highly experienced Board, Executive Team and Sales Team. Novia's board is chaired by Mark Winlow, an experienced Independent Non-Executive Director in the financial services sector whose other roles include Ageas and Starling Bank. Our board also includes: Peter Cartwright (non-exec) - partner and Head of Private Equity at AnaCap, who brings extensive experience across the financial services sector, where he has operated throughout his career in an executive and non-executive capacity. Robert Massey (non-exec) - a managing director at AnaCap focusing on business services. He joined AnaCap from Oliver Wyman, where he was a Principal in the Financial Services practice. Ken Fry (independent non-exec) – brings considerable experience in financial services technology having been the CTO and latterly COO of Aberdeen Investment Management. Jane Dale (independent non-exec) – an experienced former finance director for several financial services business and currently a non-executive director for a range of financial service providers. Jane is chair of the Novia Audit & Risk Committee.

Nextgen Planners

nextgen planners

Liverpool

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 🔥