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

Providing one-to-one mentorship, coaching, training, resources, and networking opportunities.

We help financial planners around the world develop a successful, sustainable, and future-ready business.

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."

2021 is about having a unique brand!

When someone asks, "why you?" You don't point to a certificate, you tell your story!

 

AoLP is not like those training guys, who serve you one-to-many or none-to-many and give you a one-size fits all solution. Everyone is coached individually. You each have your distinct business model, set of values, vocation, purpose, story, inspiration, and Unique Benefit System. You are a retirement planner, a crisis coach, a financial fitness coach, a life value planner, a Game changer, the money instructor, a holistic financial planner, a purpose coach,  etc.. What's your unique value proposition?

For Planners

For Consumers

About Us

Mentorship & Membership

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

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.

 

 

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 future-ready 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.

 

Make a transformation to the new paradigm before the current one is too far gone. The Game Plan is a proven non-intermediating financial planning process that adds real value for consumers. See our award- winning client testimonials. 

Be Part Of Our Network

We Show You How To Split Planning And Advice. Business in a Box. Ready to go!

What Makes Us Different?

We Sell Plans, Not Products. Because Plans Create Wealth, Not Products.

Non-Intermediating

Financial Planning Does Not Have To Be A Regulated Activity.

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 similar 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 youwant 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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