The GAME Plan Masterclass Series 1 (2024)

CPD Masterclass Series – Holistic Financial Life Planning Join Steve Conley for this powerful 13-part online programme from 2024, designed to transform your approach to financial life planning. Each session includes a 2-hour video masterclass and downloadable workbook filled with practical tools and templates. Across the series, you’ll explore how to integrate purpose, values, impact, and wellbeing into financial strategies. Move beyond traditional advice to help clients create lives of meaning, security, and legacy. What’s Included: ✅ 13 x 2-hour expert-led masterclasses ✅ Downloadable, actionable workbooks ✅ Lifetime access to all recordings ✅ CPD-accredited learning ✅ Tools to use immediately in client work What You’ll Learn: Build detailed lifetime liability forecasts Align plans with clients’ values and talents Create purpose-driven economic strategies Develop compelling personal visions Identify and monetise intangible assets Turn goals into action with project plans Design cashflows for life and livelihood Guide clients to thrive in later life Plan for legacy, impact, and self-transcendence Model resilience with “what-if” scenarios Support clients to launch meaningful ventures Deliver truly holistic, Kokoro-based plans This is more than CPD—it’s a full-spectrum upgrade to your practice, mindset, and client impact. Who it’s for: Financial planners, life coaches, and advisors ready to integrate wisdom, wellbeing, and purpose into their client work. Your next step: Enrol now to unlock the tools, insights, and confidence to lead a new era of financial life planning.