How to build a profitable online financial planning business without selling any products. All by giving a purpose to life and a wealth building plan.
SME News announced on 17th November 2020 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."
Our 'Annual Mentorship & Membership' programme includes access to our global planning community, wealth technology, and regular monthly digital one-hour one-to-one practice development sessions with Steve Conley.
95% of financial planners are intermediating in a heavily regulated market where investment returns are commoditised. Liberate yourself. Be part of a trusted community surrounded by like-minded financial planners, all sharing ideas and knowledge to create a commercially viable and sustainable future. Join the 5%.
We train, mentor, and support a growing global on-line financial planning community. We share the business blueprint and toolkit to set up a successful non-intermediating financial planning process. Our model is copyright free, free to modify, share, and use commercially. Learn a unique planning process that creates and protects wealth for your clients and enjoy monthly one-to-one on-line coaching support to help you develop a fast-growing, future-proofed, profitable, valuable, and sustainable business.
We forecast a decline in the heavily regulated adviser-distributors, a cash cow. There is a rising star, the unregulated productless holistic planner. In some markets the regulator has split advice and distribution to accelerate the transition from product-centred adviser to productless holistic planner. We too split advice from distribution. The result is a non-regulated activity we call non-intermediating financial planning. Regulation is unnecessary as there can be no mis-selling in a productless service. Because we are non-intermediating, we can act as the personal regulator for the client.
With over 30 years’ Chartered experience, providing expert professional advice to many thousands of financial planners, we know what it takes to help advisers and their customers achieve their future goals. As the world’s first non-intermediating financial planning network, our members deliver general advice and financial education to create and protect wealth in every area of their clients lives. This requires that we unlearn product sales processes and replace them with digital delivery of productless holistic financial planning.
For your initial no obligation consultation, please book via our Shop. The price is £45. Place your order today and we will contact you within two-working-days by phone or email to arrange an appointment at a time that is convenient for you.
We are experts at providing quality support and business development solutions for firms looking to transition from intermediaries to holistic financial planners. We can help future-proof your firm, establish new cash flow, and bring certainty in these uncertain times.
The Academy of Life Planning is a multi-award winning global digital non-intermediating financial planner network. We have provided training, business development, and assistance since 2012, and our heritage goes back much further.
A community of financial planning firms and their advisers are at the heart of our business. Backed by multi-award-winning experience and expertise in financial services, we have the knowledge and capability to deliver a top-quality home for financial planners.
Offering a range of digital support services to financial planning firms, financial planners, and customers around the world, we take pride in what we do.
Whether you’re an intermediary looking to transition to a futuristic business model, a planner seeking new planning opportunities, or an individual in need of professional financial planning, we can help.
“We are the future of financial planning. Unlike financial planners of the past, we are completely independent, with no affiliation, agencies, holdings, or ties with product providers ... no conflicts of interest whatsoever. Our only loyalty is to our clients. We work for the buyer, not the seller, which puts us in the business of placing client best interest first.”
What people are saying about the Academy of Life Planning. Click to view.
As featured in the media and at major conferences.
The Academy of Life Planning Limited operates as an international non-intermediating financial planner support group. We are faith neutral and faith friendly. We work with different values and perspectives in a respectful and sensitive way. The company offers a license free business blueprint, compliance guidance, research and technical help, personal development, technology support, practice development, introducer recruitment, marketing support, testimonials, and exit/succession planning services for its members and their firms. It serves a marketplace of non-intermediating financial planners, advisers, and brokers throughout the world.
We restrict our service so we can guarantee impartiality. Our service is productless. The services on offer from the Academy of Life Planning Limited are classed as generic advice, factual information or financial education. There can be no risk of mis-selling. No financial products are sold. There can be no bad advice. 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. 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, it is NOT regulated by the UK's Financial Conduct Authority.
We work to protect consumers. We protect customers by providing impartial generic advice and financial education. We educate consumers on how financial markets work so that they get a fair deal and can deal confidently with market participants. We undertake a fiduciary standard of obligation. We believe this is required for all institutions (corporations, non-profit, and governmental) to place the interests of all stakeholders, of humanity, democracy, and the living planet that sustains us, first above their own self-interest.
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. Telephone +44 (0)7850 102070.
We are members of the Association of Non-Intermediating Financial Planners.
For further details of our trade association visit www.anifp.com.
Copyright 2020 Academy of Life Planning Limited. All rights reserved.
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