The Academy of Life Planning is the "Best Global Support Network" for Non-Intermediating Financial Planners

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.

Best Financial Adviser Support Network 2020 & Award for Outstanding Contribution to Finance 2020

Excellence! Commitment! Dedication!

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."

2021 is about having a unique brand!

When someone asks, "why you?" You don't point to a certificate, you tell your story.

 

The Game Plan Generator is not a system taught in an on-line classroom format, with recorded learning modules and a one-size fits all solution. Everyone is coached individually in person on a one-to-one basis and the system is tailored to your needs.

 

You each build your distinct branded system. You may be a retirement planner, a crisis coach, a financial fitness coach, a life value planner, a game changer, a money instructor, a holistic financial planner, a purpose coach,  a green planner, etc..

 

What's your unique value proposition?

For Planners

For Consumers

About Us

Mentorship & Membership

Our 'Annual Mentorship & Membership' programme includes access to 'open resources', connection to our global planning community, our exclusive client-centred lifetime cashflow forecasting technology - HapNav, and 12 monthly digital one-hour, one-to-one, practice development sessions with Steve Conley. 

Be Part Of Our Network

We Show You How To Split Planning And Advice. Business in a Box. Ready to go!

Find purpose, inspire others to find theirs!

LIFE        PLANNING

Whole-person paradigm -physical, mental, emotional, and spiritual.

 

 

FINANCIAL PLANNING

Creating and maintaining the financial architecture to support your life goals.

 

 

FINANCIAL COACHING

Generic advice and financial education to empower you to create & run your own money.

 

 

What Makes Us Different?

We Sell Plans, Not Products. Because Plans Create Wealth, Not Products.

We are skilled at providing planners with a helping hand and reassurance

 

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 services propositions, we have the knowledge and capability to deliver a top-quality home for resilient and future-ready financial planners. 

 

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 the new paradigm before the old one is too far gone. The Game Plan is a proven non-intermediating financial planning process that adds real value for consumers. See our awards and client testimonials. 

Non-Intermediating

Financial Planning Does Not Have To Be A Regulated Activity.

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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