Providing one-to-one mentorship, coaching, training, resources, and networking opportunities.
We help financial planners around the world develop a successful, sustainable, and future-ready business.
"Your ongoing support and guidance has also been fantastic, and I can’t thank you enough." - Katalyst Coach
"A big thanks to Steve for helping plant that seed to change my mindset. " - Binny Shah-Patel
"Steve has done an amazing job leading the Market Integrity Team, bringing together professional bodies, trade bodies and standards boards from all across the financial services industry..." Andy Agathangelou
SME News announced the Awards for the Academy of Life Planning for their 2020 Finance Awards, adding "Awardees must be able to demonstrate expertise within their given field, dedication to client service and satisfaction, and commitment to excellence and quality. Victors are not determined by popularity of votes, but by their contributions to their industry and sector."
Financial plans should contain all your assets. The different types of assets, according to the UK's Office for National Statistics, are financial, pension, property, business, and physical.
If your financial planner is paid on the sale of, or volume of sales of, financial assets then there is bias. They may favour you holding more financial assets, as that's how they get paid. We remove this bias by removing the conflicted remuneration. Our members offer non-intermediating financial planning on a fixed fee basis.
Non-intermediating financial planners are asset neutral and asset friendly. We have no asset bias. We are asset agnostic. In short, we sell plans not assets.
Intermediating financial planners are generally regulated by a conduct authority in the relevant jurisdiction as the conduct risk needs to be monitored due to the existence of asset bias. Financial planning, in general, is not a regulated activity in most jurisdictions, as this conduct risk has been removed.
Our 'Annual Mentorship & Membership' programme includes access to 'open resources', connection to our global planning community, our exclusive client-centred lifetime wealth forecasting technology - HapNav, and 12 monthly digital one-hour, one-to-one, practice development sessions with Steve Conley.
Whole-person paradigm -physical, mental, emotional, and spiritual.
Creating and maintaining the financial architecture to support your life goals.
When more assets are needed we show you how to create them with a business plan.
The Academy of Life Planning is the first non-intermediating financial planner network. We have provided membership, mentorship, business development, and award-winning assistance since 2012, and our heritage goes back much further.
A global community of financial planning firms and their advisers are at the heart of our business. Backed by decades of multi-award-winning experience and expertise in developing market-leading financial service propositions, we have the knowledge and capability to deliver a top-quality home for resilient and future-ready financial planners and their firms.
Offering exclusive digital support services to financial planning firms, financial planners, and their customers, we take pride in what we do.
Whether you’re an intermediary looking to transition to a financial planning business model, a financial planner seeking new planning opportunities, or an individual in need of impartial financial planning, we can help.
Our blueprint is open source and license free. Our members are free to use, modify, and share our business ideas and templates.
Make a transformation to a new planning paradigm before the old one becomes obsolete. The Game Plan is a proven non-intermediating financial planning process that adds real value for consumers. See our awards and client testimonials.
The services on offer to consumers from the Academy of Life Planning Limited are classed as generic advice, financial information, and financial education. The services offered to planners contain coaching, training, mentorship, and ongoing support on the services. We call these services non-intermediating financial planning.
There can be no risk of mis-selling when no financial products are ever sold. There can be no bad advice when no personalised advice or recommendations are ever given in relation to the buying or selling of specific investments. Without exception, we do not arrange or bring about deals, make arrangements with a view to transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about liquidation of debt. We simply offer personal financial plans.
Our planning services are designed as a stand alone service. If you want financial products, these can be accessed either on a DIY basis using Direct to Consumer (D2C) platforms or via financial intermediaries. If you are looking for a personal recommendation relating to an investment product you should consult a licensed investment adviser. Since the Academy of Life Planning Limited is NOT a financial intermediary firm, or a provider of financial products, or conducting any activities regulated by the UK's Financial Conduct Authority, we are NOT licensed with or regulated by the UK's Financial Conduct Authority.
The Academy of Life Planning is registered in England and Wales, registration number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom.
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