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Personal Mentorship for Non-Intermediating Advisers

What's Included

Everything You Will Need To Be A Non-Intermediating Financial Planner

The GAME Plan Generator

At the Academy, we train you on a purpose-built planning toolkit in a way that makes sense for non-intermediating financial planners.

Ongoing Mentorship

Planning is an art as much as a science, helping you build your soft skills and use them professionally will be central to your continued success.

Video Helpline

If you like your queries dealt with quickly and effectively, you'll love our front-line video support service.

Become a Non-intermediating Financial Planner - Trained & Authorised on the GAME Plan.


Twelve-months Virtual Mentorship via interactive programme - £450 (or pay £45 per month, cancel at any time). Fast track is an intensive three-month version available for £950. Ask for details.


Virtual Mentorship includes:

  • Quarterly one-to-one in person with Steve Conley via one-hour video call.
  • Unlimited availability to Steve by mobile or email as and when questions/ problems arise.
  • Monthly global interactive video conference with the partner community – sharing insights, methods, practice management techniques and market developments.
  • Full access to extensive library of practice materials for use free from licence.
  • Peer group structured mentorship for case sharing.
  • Home study programme to learn ‘The GAME Plan Generator’.
  • Virtual ongoing case review support for real life back at home client cases.
  • Practice management guidance and support.
  • Continuing education opportunities at a discount.
  • Option to book more time with 50% discount off standard rates.


Due to the covid-19 outbreak, there are currently no public events, workshops or residential training courses. Everything uses remote working best practice. 


Applicants may already be, but not necessarily, qualified as a financial planner (the science) or a life planner (the art) of life and money coaching. This virtual life & money adviser programme aims to build on those skills and the material outlined in Steve’s book:


Your Money or Your Life: Unmask the highway robbers – enjoy wealth in every area of your life. £11.99 in Shop (Free postage).



See what the celebs had to say about our Virtual Adviser programme:

Citywire/ NMA

Money Marketing

Kinder Institute

Ten Exclusive New Skills You Will Learn


Unique to this programme only, this equips mentees with the following TEN exclusive skills.

  1. The G.A.M.E. Plan Generator: Understanding and proficiency in the non-intermediating financial planning system and using methodology behind The Game Plan.
  2. Multi-Dimensional Planning: The Planner helps the client create wealth in every area of their life. Mind. Body. Heart. Spirit. And Bank Account.
  3. Natural Cycle from Creation to Manifestation: Deep understanding of the ancient roots and natural laws supporting the system.
  4. The Financial Freedom Forecaster: Using lifetime cash-flow forecasting tools to put the financial architecture (Means) in place to support Goals.
  5. Multi-dimensional & Virtual Personal Coaching: To support the Execution stage.
  6. Virtual Business Coaching: To align life, money and business for your clients with methods from a multi-award-winning multi-market-leading proposition architect.
  7. Non-intermediating financial planning (NIFP): A unique method of financial planning that is non-regulated.
  8. Virtual Adviser: How to deliver financial planning remotely, online. To domestic and international clientele.
  9. Values-based: How to be faith neutral, faith friendly, acting with integrity and being respectful of diversity and the planet, from the values-based adviser and award-winning founding lead of the market integrity team of the Transparency Taskforce.
  10. Business & practice management support and guidance from experienced business development professionals.


The programme leads to accreditation, registration and listing as a Registered Game Planner (RGP) on the Academy of Life Planning website. The leader, Steve Conley, posts topic and agenda ahead of virtual meetings. Calls are interactive – utilising chat rooms to encourage audience engagement.


Join our network - the potential is unlimited; the opportunity is unregulated.



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