Why join Plannex Connect?
Unlock new growth, sharpen your skills and build a thriving financial planning business, with confidence and clarity.
2,200
Active members
150k+
Contributions in the last year
30,000
Hours of video watched per year
Your tribe is here.
Connected Community
24/7 access to a private forum, peer-led mastermind circles, and experienced mentors who keep you supported and accountable.
Expert Learning
Monthly live webinars and Q&A sessions with industry specialists to sharpen your skills and stay ahead of trends.
Smart CPD Toolkit
AI-powered CPD Pathfinder plus a library of downloadable templates, tools, and guides to streamline your professional development.
Exclusive Perks
Exclusive member-only discounts on events and partner offerings that save you money while expanding your network.
What Our Members Say
“It’s a brilliant environment to learn, especially as a career changer, and i have been fortunate enough to meet some world class financial planners through the community which has been such a help.”
-Dave Lewis
Trusted by over 2,000 financial planners across the UK and beyond
Individual Membership
- 24/7 access to our private online community
- Training and study support including R01-R05 (R06 available at an extra cost)
- AI-powered CPD tracking with CPD Pathfinder
- Monthly live expert webinars and Q&As
Join now
Business Membership
- 10 full Connect memberships for your team
- Training and study support including R01-R05 (R06 available at an extra cost)
- AI-powered CPD tracking with CPD Pathfinder
- AI training delivered by industry experts
- Jobs board and talent pool access
- Leadership peer groups and workshops
- Templates, tools and exclusive discounts
Join now
Individual Membership
£15/ Month + VAT
- 24/7 access to our private online community
- Training and study support including R01-R05 (R06 available at an extra cost)
- AI-powered CPD tracking with CPD Pathfinder
- Monthly live expert webinars and Q&As
Business Membership
£100/ Month + VAT
- 10 full Connect memberships for your team
- Training and study support including R01-R05 (R06 available at an extra cost)
- AI-powered CPD tracking with CPD Pathfinder
- AI training delivered by industry experts
- Jobs board and talent pool access
- Leadership peer groups and workshops
- Templates, tools and exclusive discounts
Individual Membership
£162/ Year + VAT ( 10% Off )
- 24/7 access to our private online community
- Training and study support including R01-R05 (R06 available at an extra cost)
- AI-powered CPD tracking with CPD Pathfinder
- Monthly live expert webinars and Q&As
Business Membership
£1000/ Year + VAT ( 2 Months Free )
- 10 full Connect memberships for your team
- Training and study support including R01-R05 (R06 available at an extra cost)
- AI-powered CPD tracking with CPD Pathfinder
- AI training delivered by industry experts
- Jobs board and talent pool access
- Leadership peer groups and workshops
- Templates, tools and exclusive discounts
Frequently asked questions
Do I need to be a financial planner?
No! As long as you have the right mindset, you are welcome.
I’m changing career, I want to move into financial planning. Is this for me?
Absolutely. We have exam support, career changing content and the community and support you need.
I need to pass exams. Can you help?
Heck yeah. We offer R01-5 support within the membership and have additional paid for services to get you through pretty much any financial planning exam you can think of.
Check out our TRAINING PAGE 👉 https://plannex.co.uk/training
Can I do a free trial?
We don’t offer one unfortunately, it’s £15+VAT though, and you can cancel anytime, so if it isn’t for you’ it’s not costing the world right?
How do you keep me safe?
We have a strict first strike policy to protect all of our members from all forms of harassment and bullying.
Is there a minimum tie-in period?
Nope. It’s our job to provide you with value. If you’re not finding the value, you can just drop us a message to cancel.
Is there an app?
Yes! When you sign up for membership, you get access to the Mighty app, which gives you access to all of our content and your community wherever you are, 24/7.
Do I have to be a certain age?
Absolutely not. We’re open to all who have the same mindset, whatever your age is.
Can I pay annually?
Yes, we have an Annual payment option (and it’s cheaper), giving you the ability to pay for your membership in one lump sum.
Do you offer corporate memberships?
Yes, we have our Business Membership, giving you access to even more exclusive content.
How much time does this take?
We understand that you are busy people, so this is a come and go service. You can use it whenever you have the time.
Can I add more than 10 people?
Yes – ask us about Enterprise plans.
Can this help train new hires?
Yes – from day one to Chartered.
What if we’re new to AI?
Great – our training is built to support you.
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