PROFESSIONAL ACCREDITATION PROGRAMME
Become a
Total Wealth Planner
A professional academy for experienced financial services practitioners who want to restore human agency in the age of AI.
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Accredited training built on the GAME Plan™ framework
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Build a modern, AI-enabled planning practice
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Join a global community of Total Wealth Planners
Entry requirement: QCA Level 4 (or equivalent) financial services qualification. Not sure if you qualify?
This is not regulated financial advice in the UK — it sits entirely outside the regulatory perimeter under PERG 8.26. Which means the barrier to transition is smaller than most advisers assume.
WHAT WE ARE
A professional academy. Nothing more. Nothing less.
The Academy of Life Planning trains and accredits Total Wealth Planners. We are a professional institution, not a financial advisory service, not a financial product provider, and not a platform for individuals seeking personal planning.
✓ We train financial professionals to a new standard
✓ We accredit graduates as Total Wealth Planners
✓ We provide ongoing mentorship and community
✓ We licence the GAME Plan™ framework to practitioners
This is not
X A financial advice service
X A financial product provider
X A coaching certification for non-professionals
X A consumer financial planning website
X A generic life coaching programme
MATRICULATION
Who this programme is for
Entry Requirement
QCA Level 4 (or equivalent) qualified financial services professional
Financial Adviser
Wealth Manager
Accountant
Banker
Actuary
Paraplanner
Financial Planner
Broker
If you are an individual seeking personal financial planning, this programme is not for you. Please visit Total Wealth Plans instead.
YOUR JOURNEY
The path to becoming a Total Wealth Planner
01
Apply & Qualify
Confirm eligibility and programme alignment through our application process.
02
Train in the GAME Plan™
Master the methodology, tools, and practice model across your chosen study route.
03
Graduate as a TWP
Receive your Total Wealth Planner accreditation — certified, positioned, ready to practise.
03
Build Your Practice
Ongoing mentorship, advanced programmes, and the global TWP community.
THE PROGRAMME
Total Wealth Planner Accreditation
Built on the GAME Plan™ framework. Combining life planning, human capital, and financial architecture. Delivered through structured training and live practice application.
FULL-TIME
Fast-Track
Intensive · 12 Weeks
£3,995
per annum — tuition fee
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Rapid transition to practice
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High-intensity mentorship
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Priority cohort access
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Live offer and launch support
PART-TIME
Standard
Alongside Current Role · 12 Months
£2,995
per annum
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Monthly mentorship cadence
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Full tools and community access
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Structured but flexible pacing
SELF-PACED
Remote
Independent · Supported
£495
buy / £395 per annum (rent)
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Full practitioner curriculum access
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Learn at your own pace
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Upgrade to mentored route anytime
COMMUNITY & SUPPORT
Membership & Mentorship
Separate from the accreditation programme — ongoing support for practitioners at all stages.
Academy Membership
£24/ month
Access to the Academy resource library, member forums, downloadable frameworks, and the global TWP community.
Practice Management Circle
£99/ month
Our inner circle. Weekly live mentorship, case discussions, recordings, and direct access to Steve Conley and senior practitioners. The founders circle for serious practitioners.
THE PROFESSION
What is a Total Wealth Planner?
A new professional identity built for the age of AI — combining life planning, human capital, and financial architecture into a single, client-owned outcome.
01
Puts life before money
Goals, values, and purpose come first. Money follows the plan — not the other way around.
02
Uses AI without losing human judgement
Technology amplifies capability. The planner remains the navigator.
03
Empowers clients, not controls them
Clients own their plan. The planner facilitates clarity — not dependency.
04
Builds a sustainable, purpose-driven practice
Income from planning, not products. A livelihood aligned with values.
Not Sure Where to Start?
Are you a professional or an individual?
Financial Professional
I want to become a Total Wealth Planner
Apply to the Academy's accreditation programme. Entry requires a QCA Level 4 financial services qualification.
> APPLY TO THE ACADEMY
Individual
I want to build my own financial plan
Visit Total Wealth Plans — our dedicated platform for self-directed personal financial planning.
Martin Turbin
(Chartered Financial Planner)
“A true trailblazer in non-intermediated financial advice, with a genuine passion for supporting advisers on their transition journey.”
Jörg Schlüter
(Chartered Wealth Manager)
“Immensely helpful in building a financial coaching business — concise, thoughtful, and supportive.”
Richard Johnston
(Chartered Financial Planner)
“An ideal choice for planners seeking growth grounded in integrity.”
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