We are providing personalised one-to-one mentorship, coaching, training, open resources, and networking opportunities.
We help financial advisers around the world build a future-ready non-intermediating financial planning 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." - Transparency Taskforce
SME News has again awarded these prizes to the Academy of Life Planning during their 2021 Finance Awards, adding, "After a tough year (and more!), it is a testament to your perseverance and dedication to have triumphed despite the many difficulties and pressures brought on by the pandemic, and we at SME News are delighted to have been able to recognise your unique contribution to the financial industry's thriving business community". This is a repeat of the Academy's success in 2020.
Our 'Annual Mentorship & Membership' programme includes access to 'open resources', our global community, our exclusive lifetime wealth forecasting software, and monthly one-hour one-to-one practice development sessions with Steve Conley.
When you remove product intermediation, the financial planning process changes, you no longer plan finances for the sake of the product. You plan for happiness. When you plan for joy, you put in place the financial architecture to make your client happy.
The time horizon for achieving happiness is a year or two, whilst at the same time checking that happiness is sustainable for life. How do we do that? We look at savings to fill the inevitable short-term valleys of reimagining. We look at business plans to create recurring income-producing assets for the long term.
We build Small & Medium Enterprises (SMEs). We combine life planning, financial planning, and wealth creation.
"We need to be in a constant state of reimagining, thinking through the next phase of every aspect of our lives. You can start that process at any time if you are committed to true change. Why not reimagine yourself before someone or something "reimagines" your life for you?"
- Michael Clinton is the author of ROAR into the second half of your life (Before It's Too Late), published in 2021.
"The traditional life required only the lightest planning touch and little in the way of reflection since it had certainty and predictability baked into it."
- Lynda Gratton & Andrew J. Scott are the authors of The 100-Year Life - Living and Working in the Age of Longevity, published in 2017 & 2020.
This unique approach to financial planning we call - the Game Plan. We show financial advisers how to build non-intermediating financial planning SMEs that create SMEs for their clients. We are skilled at helping businesses build businesses.
A repeated cycle of planning the whole-person - physical, mental, emotional, spiritual.
Creating and maintaining the financial architecture to support your life plan.
The job for 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 - to transition to a non-intermediating financial planning SME 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 SME 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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