Providing one-to-one mentorship, coaching, training, open resources, and networking opportunities.
We help financial planners around the world develop a successful, sustainable, and future-ready business.
"Our vision is of people enjoying significance, clarity, and freedom in a digital world." - Kepaga
"Your ongoing support and guidance has also been fantastic, and I can’t thank you enough." - Katalyst Coach
"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."
Our 'Annual Mentorship & Membership' programme includes: access to 'open resources' for planning, our global planning community, our exclusive lifetime wealth forecasting software, and twelve monthly 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 plan.
Working life is replaced by multiple asset creation events requiring business planning.
The Academy of Life Planning is the first non-intermediating financial planner network. We have provided membership, mentorship, business development, new connections across a diverse network, 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 for kindred spirits, on the same transition, understanding the rules of the game, to transition to a financial planning business, a financial planner seeking a
complete break with the past and new planning opportunities, or an individual in need of impartial financial planning, we can help.
Our blueprint is open source. Our planning materials reside in the public domain. We release our materials under an open license that permits no-cost access, use, adaptation, and redistribution by
others with no or limited restrictions. Our members are free to use, modify, and share our business ideas and templates.
Transform 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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