Become a Holistic Wealth Planner (HWP®)
Planning Before Product. Integrity Before Income.
The Academy of Life Planning is building a new profession — one that puts people, not products, at the centre. The title Holistic Wealth Planner (HWP®) is a mark of integrity, competence, and commitment. It tells clients you will stand with them before, during, and after their dealings with financial systems, empowering them with knowledge, resilience, and independence.
Unlike industry advisers tied to sales, HWPs focus on human capital, life goals, and holistic well-being. This is planning as it should be: transparent, ethical, and life-centred.
What is a Holistic Wealth Planner?
An HWP® goes beyond traditional financial advice:
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No product sales, no commissions, no bias.
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Life-first planning: aligning finances with purpose, values, and ambitions.
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Empowerment over dependency: helping clients do it themselves, with you, or through trusted intermediaries when needed.
HWPs guide clients through every season of life — career transitions, family changes, resilience in hardship, building security, and designing legacies.
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What Do You Need to Qualify as an HWP®?
To become an HWP®, you’ll need:
Why Choose the HWP® Accreditation?
HWP® status sets you apart:
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Differentiation – join a prestigious network at the forefront of holistic planning.
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Specialised Knowledge – build technical and human capital skills beyond industry standards.
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Acknowledged Professionalism – HWP status offers parity with chartered peers while carving out a new path.
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Recognised Trust – consumers see HWP as a mark of quality, integrity, and independence.
Holding HWP® is more than a title. It’s a public commitment — to knowledge, to ethics, and to clients’ empowerment.
Regulatory Note: Holistic Wealth Planners
At AoLP, we provide generic advice — planning without product bias.
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Governed by UK consumer law (CMA), not the FCA.
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We do not recommend or arrange specific products.
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Clients who need regulated product advice are referred to licensed intermediaries.
This independence ensures our guidance is objective, transparent, and free from conflicts of interest.
A Higher Standard
HWP®s also embrace the Code of Chivalry:
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Service before self
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Courage in the face of resistance
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Integrity without compromise
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Guardianship of sovereignty
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Justice through advocacy
This is not just a professional pathway — it’s a pledge to raise standards, restore trust, and empower clients.
Join Our Community
Becoming a Holistic Wealth Planner is more than a career step — it’s joining a global movement to replace extraction with empowerment.
When you join, you gain:
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Access to a global peer network of ethical planners.
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Tools, training, and business-in-a-box resources.
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The credibility of the HWP® mark, recognised by clients and peers alike.
Start Your Journey Today
Your clients deserve more than sales.
They deserve a professional.
They deserve an HWP®.