PROFESSIONAL ACCREDITATION PROGRAMME
Become a Total Wealth Planner — a new kind of professional for the age of AI and restored human agency.
The Academy of Life Planning trains qualified financial professionals to help people think clearly, organise complexity, and become less dependent on advice over time.
Move beyond product-led advice and build a planning practice that restores client agency — not dependency.
Most clients do not just need investment recommendations.
They need help making clear decisions during:
-
retirement
-
divorce
-
business change
-
redundancy
-
inheritance
-
later life
-
uncertainty and complexity
At the Academy of Life Planning, we help financial professionals develop the skills, tools, and frameworks to support the whole person — not just the portfolio.
This is planning built around:
-
human behaviour
-
life goals
-
decision-making
-
cashflow clarity
-
AI-supported thinking tools
-
long-term wellbeing
Not product distribution.
You will learn how to:
-
help clients clarify what matters before discussing money;
-
use AI-supported tools without replacing human judgement;
-
structure uncertainty into clear choices;
-
build a planning proposition not dependent on products or AUM;
-
support clients in becoming progressively less dependent on you.
Why This Matters
Information is no longer scarce.
Clients can now access AI tools, financial modelling, and technical information instantly.
The real value of a modern planner is helping people:
-
think clearly
-
organise complexity
-
navigate change
-
avoid costly mistakes
-
make decisions with confidence
That is the role of a Total Wealth Planner™.
Entry requirement: QCA Level 4 (or equivalent) financial services qualification. Not sure if you qualify?
This programme does not train practitioners to recommend, arrange or sell regulated financial products. It trains them to provide generic, educational and decision-support planning using the GAME Plan™ framework. In the UK, this work is designed to sit outside regulated financial advice, including the PERG 8.26 guidance on generic advice. Which means the barrier to transition is smaller than most advisers assume.
The future is not cheaper advice.
It is restored agency.
In a world where AI gives people access to information, modelling and technical explanations, the planner’s value is no longer to hold knowledge over the client. It is to help the client regain clarity, confidence and authority over their own decisions.
Every pathway begins from the same place:
what is already present in your life, your skills, and your decisions. Four ways to move forward — depending on where you are.
THE ACADEMY'S ROLE
A professional academy. Nothing more. Nothing less.
AoLP is the professional home for Total Wealth Planners.
We train, accredit and support qualified professionals who want to practise planning as agency restoration, not product distribution.
✓ We train financial professionals to a new standard
✓ We accredit graduates as Total Wealth Planners
✓ We provide ongoing mentorship and community
✓ We licence the GAME Plan™ framework to practitioners
This is not
X A financial advice service
X A financial product provider
X A coaching certification for non-professionals
X A consumer financial planning website
X A generic life coaching programme
A Total Wealth Planner is not an adviser with better tools.
A Total Wealth Planner is an agency-restoration practitioner.
They help people stabilise, structure, and surface options during complexity, stress or change — without taking over the client’s authority.
MATRICULATION
Who this programme is for
Entry Requirement
QCA Level 4 (or equivalent) qualified financial services professional
Financial Adviser
Wealth Manager
Accountant
Banker
Actuary
Paraplanner
Financial Planner
Broker
If you are an individual seeking personal financial planning, this programme is not for you. Please visit Total Wealth Plans instead.
YOUR JOURNEY
The path to becoming a Total Wealth Planner
01
Apply & Qualify
Confirm eligibility and programme alignment through our application process.
02
Train in the GAME Plan™
Master the methodology, tools, and practice model across your chosen study route.
03
Graduate as a TWP
Receive your Total Wealth Planner accreditation — certified, positioned, ready to practise.
03
Build Your Practice
Ongoing mentorship, advanced programmes, and the global TWP community.
THE PROGRAMME
Total Wealth Planner Accreditation
Built on the GAME Plan™ framework. Combining life planning, human capital, and financial architecture. Delivered through structured training and live practice application. Choose the pathway that matches your available time, current practice stage and desired level of mentorship.
FULL-TIME
Fast-Track
Intensive · 90 Days · Then 9 Months Embedding
£3,995
per annum — tuition fee
-
Accredited, live, and trading within 90 days
-
High-intensity 1-to-1 mentorship with Steve Conley
-
Practice website cloned and launched by day 90
-
9 months of monthly mentorship to embed and grow
-
Full course, CPD masterclasses, and PMC included
PART-TIME
Standard
Alongside Current Role · 12 Months
£2,995
per annum — tuition fee
-
Monthly 1-to-1 mentorship with Steve Conley
-
Practice website cloned and launched early in pathway
-
Full course, CPD masterclasses, and PMC included
-
Structured but flexible pacing
-
Accreditation on completion
COMMUNITY
Community
Peer Group Learning · 12 Months
£1,250
per annum — tuition fee
-
Learn through weekly live peer group sessions
-
4 Practice Management Circle sessions every month
-
Full course and CPD masterclasses included
-
Growing VOD library — 36+ sessions and counting
-
Accreditation on completion
SELF-PACED
Remote
Independent · Supported · Global
£545
per annum — tuition fee
-
Full GAME Plan Practitioner course access
-
CPD Masterclass VOD Series included
-
Learn at your own pace from anywhere in the world
-
Unlimited email Q&A support
-
Accreditation on completion
-
Upgrade to mentored route anytime
Not sure where to start?
If you’re curious about the Total Wealth Planner path but not ready to apply yet, start with a simple next step. These options will help you explore the approach, build clarity, and decide what feels right for you.
A low-cost, practical introduction to the approach.
A free, no-obligation 15-minute conversation.
A five-minute quiz to help you discover how confident and prepared you feel to become a Total Wealth Planner. Learn about your results here.
COMMUNITY & SUPPORT
Membership & Mentorship
Separate from the accreditation programme — ongoing support for practitioners at all stages.
Academy Membership
£24/ month
Access to the Academy resource library, member forums, downloadable frameworks, and the global TWP community.
Practice Management Circle
£99/ month
Our inner circle. Weekly live mentorship, case discussions, recordings, and direct access to Steve Conley and senior practitioners. The founders circle for serious practitioners.
THE PROFESSION
Traditional advice asks: “How do we serve clients profitably?”
AoLP asks: “How do we help people need us less over time?”
A new professional identity built for the age of AI — combining life planning, human capital, and financial architecture into a single, client-owned outcome.
Starts with what is already present
Before models, products, or projections—
the planner identifies and activates the assets already in the client’s life.
01
Puts life before money
Goals, values, and purpose come first. Money follows the plan — not the other way around.
02
Uses AI without losing human judgement
Technology amplifies capability. The planner remains the navigator.
03
Empowers clients, not controls them
Clients own their plan. The planner facilitates clarity — not dependency.
04
Builds a sustainable, purpose-driven practice
Income from planning, not products. A livelihood aligned with values.
Not Sure Where to Start?
Are you a professional or an individual?
Financial Professional
I want to become a Total Wealth Planner
Apply to the Academy's accreditation programme. Entry requires a QCA Level 4 financial services qualification.
> APPLY TO THE ACADEMY
Individual
I want to build my own financial plan
Visit Total Wealth Plans — our dedicated platform for self-directed personal financial planning.
Not sure where to start? Read our story — and understand why everything in the Academy fits together the way it does.
Geoff Dyckes
(Registered Life Planner)
“The Academy redefines modern financial planning through human outcomes, empowering planners beyond product sales toward intentional, richer lives.”
Jörg Schlüter
(Chartered Wealth Manager)
“Immensely helpful in building a financial coaching business — concise, thoughtful, and supportive.”
Neil Dissanayake
(FIA Institute of Actuaries)
"A genuine movement, not just a membership - the Academy has reshaped how I think about wealth, agency, and the planner's role in a changing world."
.png)
%20(2).png)
