Non-intermediating financial planning (NIFP) is an international movement started by us in England in 2012. Today, we operate across six continents. In the U.S.A. they call us Asset
We are the world's first non-intermediating financial planning network.
We train, mentor, and support a fast-growing, global, online, NIFP community. We share a masterplan you can follow, the business blueprint
and toolkit to set up and run a successful NIFP Small & Medium Enterprise (SME). Enjoy being part of a fast-growing network of like-minded people. A supportive online global
We are a one-stop shop providing everything you need.
There are many highly skilled and reputable trainers, who specialise on aspects of NIFP: such as listening skills, financial coaching, and financial life planning. We respect them, recommend them
to deelpen you knowledge, and encourage you to use them to improve your abilities. But when the training is done, then what? How do you build and run a successful business?
There is only one place that provides everything you need to have, and teaches you everything you need to know, to set up and run a successful NIFP business - and holds your hand from start
to finish - and that's right here.
We provide regular one-to-one personalised and expert mentorship. Enjoy monthly one-to-one, online, coaching support to help you
develop an exciting, fast-growing, future-proofed, profitable, valuable, and sustainable new business.
Learn a unique holistic planning process that creates and preserves wealth for your clients. That creates wealth & wellbeing in every
area of their lives. Our comprehensive packages include the much-coveted G.A.M.E. Plan Accreditation and G.A.M.E. Plan Mentor Accreditation certificates. As a qualified practitioner, you
will have life planning skills, financial planning skills, financial coaching skills, proposition development skills, asset stategy skills, and business planning skills.
We are not aware of any other firm that provides you with a complete business model that you are free to use, modify and share commercially without fear of infringing intellectual property
rights. Our model is 'open source': copyright-free.
All this is personalised to your Unique Selling Proposition and offered at amazingly affordable prices. We wanted to create an absolute 'no-brainer' decision for any aspiring, sustainable,
future-ready financial planning practice.
Enjoy free access to the world's first end-user lifetime financial planning tool linked to open banking software.
Enjoy much, much more ...
We Are Reshaping The Definition Of Financial Planning
We specialise in supporting Non-Intermediating Financial Planners. We provide support to you either as a stand-alone service in a firm regulated for distributing securities, or as a separate
We take a real tailored hands-on interest in your business, where your support is bespoke and you will feel part of a network of like-minded people. We help planners grow their businesses
compliantly, professionally, and profitably. We instil confidence in you and your business.
We offer the job lot. Our range of services includes the sharing of a license-free blueprint, compliance advice, marketing support, general guidance, business documentation, proven processes,
wealth technology, mentoring, coaching, training, webinars, helpdesk support, events, and much more. We are a one-stop-shop for the lot.
We Move With The Times, To Keep You Resilient and Future-Ready
The journey from an intermediating financial adviser to a non-intermediating financial planner is often more challenging and time-consuming than people think. We help you save time and money. For
those who successfully complete the journey, the rewards for the firm and clients are immense.
The Academy of Life Planning adviser support network will give you the blueprint, tools, and practical help to shorten your journey, and save you money, as you transition to the non-intermediating
financial planner. We believe we are the world's first network to offer to support you in setting up and growing a successful non-intermediating financial planning firm.
We deliver online support and personalised solutions to a global network of online non-intermediating financial planners and their firms. With a focus on non-intermediating financial planning, our
members are typically small, life or financial, planning or coaching, firms, around the world, servicing a global tribe of satisfied clients online, face-to-face, in groups, workplaces, or via a
Our virtual support team and planning members are knowledgeable, friendly, and there to help. They are extremely helpful in all areas and have the appropriate knowledge, experience, and
qualifications relevant to their roles and the areas in which they may be assisting you.
Do You Want Your Business To Reflect Your Own Values?
If buying personalised support works well for you, our specialised support is award-winning and second to none. We tailor make our support to meet your unique and individual requirements. We build
the business of you. We work with you on a one-to-one basis, because all businesses are not the same.
We keep up to date with current regulations. We provide impartial views and recommendations. We are very approachable if ever you have any concerns. We deal with things efficiently and
Our core service brings together the best in online personalised support. This level of support is designed to:
- Provide face-to-face, via Zoom, one-to-one tailored mentorship support - for the same price as, or less than, a typical automated one-to-many training programme. Discuss matters in private.
Receive 100% of our attention. Build a Unique Branded System.
- Provide an out-of-the-box non-intermediating financial planning business framework for you to adapt, use, and share commercially without licensing issues. You need this new way because
disruptor business models are completely different from what's already there. We help you to unlearn old ways and habits, and replace them with a new paradigm of thinking.
- Provide you with a compliant, tried, and tested planning process suitable for holistic non-intermediating financial planning, with utmost professionalism and efficiency. Using the whole-person
paradigm, to satisfy the four basic needs of your clients: to live, to learn, to love, and to leave a lasting legacy.
- Keep you informed of relevant issues – saving you time searching for and reading articles, regulatory reports, and surveys.
- Provide you with up-to-date guidance and specimen procedural documents – saving you time in creating documents from scratch, and saving you on legal fees drafting them.
- Provide you with someone to email for those difficult day-to-day issues – giving you the reassurance that you are adopting the correct approach. You can always email us, as often as you like, and
a suitably qualified person will reply at no extra cost.
- Provide you with a comprehensive development programme for you and your staff. Whilst we encourage you to develop your skills through quality additional third-party training courses available in
the market, everything you need can be found right here within our unique programmes. This saves you money.
- UNIQUELY: We are particularly helpful with your step-by-step transition from the financial intermediary to a non-intermediating financial planner.
Book your one-hour consultation to find out more.