NexGen - What's the Deal?

The next generation of financial planners


As a subset of the Financial Planning Association, 'NexGen' is for individuals with 10 years or less of financial planning experience. As this younger generation (or career changers) may have different goals than more "seasoned" planners, it can be helpful to organize ourselves separately to focus on more appropriate topics. There are currently 33 NexGen chapters across the country and we are in the beginning stages of forming the Rhode Island chapter.

It’s up to us to make a statement of what the next generation of financial planners will be. We will aim to improve each other by collaborating on best practices, as well as educate the public on what we have to offer. You can make your voice heard about the creation and direction of this new chapter by expressing your interest today.

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