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Become Part of Our Holistic Wealth Planning Community

The Academy of Life Planning offers all the tools, guidance, and support you need to create a profitable, professional, and sustainable holistic wealth planning practice.

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Intro

We are independent financial planners dedicated to providing advice free from product sales

The book Your Money or Your Life.

Join the AoLP Holistic Wealth Planner [HWP®] Community – Your Professional Network!

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Join a friendly group of people who care about helping others in a fair and honest way. We work independently to make life easier for our clients, helping with things like saving money, pensions, taxes, and planning for the future.

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You don’t have to be a member of the Academy to use some of our helpful guides and tools—they’re free for everyone who signs up! But if you want to learn even more and get extra support, you can become a member for just £19 a month.

 

At the Academy of Life Planning, we help people learn and feel confident about looking after their money. We promise to be clear, supportive, and always do what’s right. We're here to help you every step of the way!

Business Set Up

Full business starter pack including website.

Membership

Join the £19/ month Holistic Wealth Planning community.

HWP® Accreditation

Training and accreditation as HWP® in 12 weeks.

Mentorship Options

Ongoing mentorship options for HWP® professionals.

Monthly Mentorship

Training and accreditation as HWP® in 12 months.

Discovery Meeting

Book a one-hour discovery call with Steve Conley, for £100.

How Much Does It Cost To Become A GAME Plan Practitioner?

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Our training programme starts with 12 one-to-one and group coaching sessions over 12 months. If you'd like to progress faster, you can complete the initial training in just 12 weeks, followed by nine monthly mentorship sessions to support your practice development.

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You’ll have access to ongoing mentorship, available both one-to-one and in a group setting, providing guidance tailored to your needs as you grow.

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We’ll also set up your own branded e-commerce website to get you started, with the option for ongoing maintenance at just £150 per month if needed.

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Please note that membership doesn’t include the one-to-one coaching sessions and isn’t designed as a direct route to accreditation. Instead, it’s an opportunity to access valuable resources and join a supportive community dedicated to your success.

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We’re here to help you every step of the way—your journey, your pace, your future!

Testimonials

Martin Turbin

(Chartered Financial Planner)

"A true trailblazer in non-intermediated financial advice, with a genuine passion to support financial advisers on their transition journey."

Jörg Schlüter

(Chartered Wealth Manager)

"I completed a course on the Game Plan, and it has been immensely helpful in building my financial coaching business, with concise and well-thought-out coaching and valuable support for idea exploration."

Richard Johnston

(Chartered Financial Planner)

"These expert planners possess extensive experience, knowledge, and unwavering integrity, making them an ideal choice for planners seeking growth and development."

Professional or Personal Services

The Academy of Life Planning: Helping You Succeed

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The Academy of Life Planning is here to teach, guide, and support you as you build a happy and meaningful career helping others with their life and money plans.

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For people who need help with their own planning, we offer two great choices:

  • Planning My Life: A simple, easy-to-use service that gives you everything you need to plan your life and money all by yourself. It’s like having your own toolkit for success!

  • Financial Life Coach: A friendly expert who helps you make good choices during big life moments. You only pay for the time you need.

 

At the Academy, you’ll find expert advice, useful tools, and a group of people cheering you on. We’ll help you create a future that matches what really matters to you!

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Features & Benefits

Start Your Own Business with Ease: Get Help, Spend Less, and See Big Results in Just Three Months!

We mix life planning, money tips, and accounting to make things easy and clear. By bringing these together, we help you feel safe with your money while also caring about your feelings, learning, and what makes you happy. â€‹Our way is perfect for people who want a balanced life where their money plans match what they care about most. It’s not just about looking after your money—it’s about building a life that feels right for you. With our help, you can feel sure that your plans for your life and money work perfectly together.

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Download
The Academy workbooks

 Download Your Free Starter Pack Today!

Change How You Help People with Money and Life Planning

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We know that planners like you want to focus on helping people, not just selling products. That’s why we’re here to help you switch to a better way of working—one that puts your clients first and makes a real difference in their lives.

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You can get started today by signing up for our free newsletter and starter pack, which includes:

  • Stand and Deliver! Discovering Your Money and Your Life (how to guide),

  • The Significant STORIES System (workbook),

  • The Human Capital Development Framework (workbook).

 

Start your journey today and be part of a new way of planning for a brighter future!

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By aligning with the M-Power Movement, the Academy of Life Planning demonstrates its unwavering commitment to financial empowerment. This partnership enhances our mission to provide comprehensive planning services, education, and tools, enabling individuals to take control of their financial futures. We believe in fostering a fairer society where financial knowledge is accessible to all, breaking down the barriers of traditional financial services. Together, we are redefining excellence and trust in the financial planning industry. Join us in this transformative journey.

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Find out more.

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AFFILIATE

By affiliating with the Consumer Duty Alliance, the Academy of Life Planning reinforces its commitment to providing education that not only meets regulatory requirements and professional standards but also genuinely enriches the lives and futures of those we serve. Together, we are setting new benchmarks for excellence and trust in the financial planning and advice sector.

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Find out more.

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Join Our Website Community for FREE

Connect with like-minded professionals, access exclusive resources and support, and become part of a transformative movement redefining financial planning.

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