Clear pathways. Ethical pacing. No pressure.
At the Academy of Life Planning, we don’t sell products or push people into decisions.
We provide structured pathways that help individuals and professionals move forward with clarity, confidence, and integrity — at a pace that feels right.
Choose the Pathway That Fits You
🧭 For Individuals
Become confident in managing your own financial life
This pathway is for people who want:
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clarity about their money and future
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education instead of sales
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tools to make decisions independently
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optional guidance without pressure
Includes:
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self-directed learning resources
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practical planning tools
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optional one-to-one support
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access to a supportive global community
Build a client-first, ethical planning practice
🧭 For Financial Planners & Advisers
This pathway is for professionals who want to:
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move beyond product-led advice
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practise with transparency and independence
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build a business they genuinely own
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grow without compromising values
Includes:
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membership and professional resources
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structured training and accreditation
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optional mentorship
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business setup and launch support
How Support Works
(at a glance)
We offer support through four clear layers — you choose what you need.
1. Membership & Community
Access resources, learning libraries, tools, and peer support.
2. Training & Masterclasses
Practical education in holistic, life-first planning (CPD options available).
3. Mentorship
Optional one-to-one guidance with Steve Conley, focused on clarity and competence — not dependency.
4. Launch & Growth Support
For professionals who want structured help setting up or evolving their practice.
No bundle is compulsory.
No pathway is forced.
What We Don’t Do
To be clear:
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We don’t sell financial products
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We don’t recruit for providers
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We don’t pressure people into change
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We don’t promise outcomes we can’t control
Our role is support and structure, not control.
