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

Providing one-to-one mentorship and network membership. We help financial planners around the world develop a successful business.

LIFE        PLANNING

Planning your life goals -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 run your own money.

 

 

For Planners

For Consumers

About Us

Mentorship & Membership

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

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."

Be Part Of Our Network

We Show You How To Split Planning And Advice

Non-Intermediating

Financial Planning Does Not Have To Be A Regulated Activity

What Makes Us Different?

We Sell Plans Not Products

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

 

The Academy of Life Planning is the multi-award winning, global first, digital, non-intermediating financial planner network. We have provided membership, mentorship, training, business development, and 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 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 futuristic business model, a 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 templates.

 

In The Press

What people are saying about the Academy of Life Planning. Click any tab to view an amazing story.

Media Brands As featured in the media and at major conferences.

Prepare For A Wall Between Planning And Product

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 flows, and bring certainty in these uncertain times.

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, mentoring, training, membership, compliance guidance, research and technical help, technology support, practice development, marketing support, and exit/succession planning for its individual and corporate members.

 

We restrict our service so we can ensure impartiality. The services on offer from the Academy of Life Planning Limited are classed as generic advice, information, and 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 people by providing impartial generic advice, information, and financial education. We educate people 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. 

 

We are members of the Association of Non-Intermediating Financial Planners.

For further details of our trade association visit www.anifp.com.

 

Copyright 2021 Academy of Life Planning Limited. All rights reserved.

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