CPD Masterclass Series 3 — 2026
Supporting professionals as they cross the bridge into Total Wealth Planning
Begin 2026 with clarity and confidence by joining our GAME Plan CPD Masterclass Series—a carefully designed programme created to support professional Total Wealth Planners as the industry continues to evolve.
Each session, led by Steve Conley, combines practical insight with grounded guidance, helping you apply the GAME Plan in ways that strengthen your practice, deepen client impact, and reinforce professional integrity.
These sessions are available exclusively to Practice Management Circle members. They are not just training sessions, but structured opportunities to think differently, gain confidence, and translate ideas into meaningful action.
If you’re ready to move beyond dependency-based models and build a practice rooted in empowerment, 2026 is your moment. Join us and take the next step across the bridge—towards a more confident, human-centred future for financial planning.
Mastering Total Wealth Planning in the Age of Empowerment
CPD Masterclass — Series 3
Audience: Professional Total Wealth Planners
Format: Monthly CPD Masterclass (live + recording)
Design principle: Identity → Capability → Application → Execution
Series 3 Curriculum & Schedule
Tues 13 Jan 12:00 PM
The AI GAME Plan
Episode 1 — Foundations of the Future Practice
The empowering Total Wealth Planner practice of the future
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Why AI changes who holds agency in planning
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From expert dependency to client empowerment
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The planner’s evolving role as architect, guide, and steward
Tues 10 Feb 12:00 PM
Richard Barrett’s 7 Levels of Psychological Development
Episode 2 — Inner Development & Professional Maturity
And the evolution of the Total Wealth Planner
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Psychological maturity and planner integrity
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Why inner development sets the ceiling for client outcomes
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Mapping planner development to practice design
Tues 10 Mar 12:00 PM
AI Lifetime Cash Flow Planning
Episode 3 — From “Done For You” to “Done By You”
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Why traditional cashflow tools reinforce dependence
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Empowerment-first planning architectures
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Supporting client capability, not learned helplessness
Tues 7 Apr 12:00 PM
The Shift from Dependence to Empowerment
Episode 4 — Regulation, Risk & Responsibility
And the regulatory perimeter
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Understanding the perimeter without being trapped by it
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Ethical empowerment vs regulated dependency
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Designing practices that are safe even when systems fail
Tues 5 May 12:00 PM
Shalom Schwartz Values Assessment & Total Wealth Planning
Episode 5 — Identity Before Strategy
“Who I am” before “what I do”
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Values as the root of financial behaviour
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Identity-led planning conversations
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Designing plans people actually live
Tues 2 Jun 12:00 PM
Stephen R Covey’s Whole Person Paradigm
Episode 6 — The Whole Person Framework
Exploring the four asset categories of human capital
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Physical, emotional, mental, and spiritual capital
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Why financial capital is downstream
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Building balance, resilience, and sustainability
Tues 30 Jun 12:00 PM
Empirical Studies in Human Capital Theory
Session 7 — Evidence, Not Ideology
Empirical Studies in Human Capital Theory
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What the research actually shows
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Human capital as the primary wealth driver
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Translating theory into practical planning frameworks
Tues 28 Jul 12:00 PM
Joseph Campbell’s Hero’s Journey
Episode 8 — Narrative as a Planning Tool
Crafting transformational client journeys
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Moving clients from confusion to coherence
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Story as a planning architecture
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Avoiding rescue dynamics and saviour traps
Tues 25 Aug 12:00 PM
Creation & Execution Mastery
Episode 9 — From Intention to Manifestation
Crafting transformational client journeys
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Moving clients from confusion to coherence
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Story as a planning architecture
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Avoiding rescue dynamics and saviour traps
Tues 22 Sep 12:00 PM
Bridge-Mode Communication Strategies
Episode 10 — Communicating Through Change
For an industry in evolution
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Speaking to people in transition
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Reducing defensiveness and fear
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Leading change without confrontation
Tues 20 Oct 12:00 PM
The 90-Day Plan
Episode 11 — Making It Real
Where the tyre hits the road
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Turning insight into action
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Structuring execution cycles
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Measuring progress without pressure
Tues 17 Nov 12:00 PM
James Clear & Action Planning
Episode 12 — Behaviour That Sticks
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Habit formation for clients and planners
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Small changes, compounding impact
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Embedding Total Wealth Planning into daily life