Annual mentorship and membership will get you up and running as Generic Financial Planner in a year.
(Fast track is a three-month intensive version, and includes an Annual Mentorship & Membership Programme.)
Annual Mentorship & Membership includes:
Two bonuses are included:
A 12-month HapNav License, our lifetime cash flow planning app.
A 12-month MoneyFitt License, our extensive private finance content library.
See Our Partners for details.
There are no public events, workshops, or residential training courses. Everything uses remote working best practices.
Applicants may already be, but are not necessarily, qualified as a financial planner (the science) or a life planner (the art) of generic financial planning. This virtual generic financial planning adviser programme aims to build on those skills as a planner and coach, 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.
The GAME Plan Generator is a thoroughly researched exclusive generic financial planning process, with origins dating back thousands of years, so there can be no doubt about its authenticity or intellectual ownership. At the Academy, we train you on this planning toolkit in a way that makes sense for you. Our templates are copyright-free, free for you to reuse, modify and share. You can create your own systems and become an authority in your chosen field.
Where you want to be up and running with your Generic Financial Planning firm within 90 days, we offer an upgrade to annual mentorship and membership, with Fast Track. This provides you with the full end-to-end personal client experience of The GAME Plan, plus accreditation as a GAME Plan Practitioner on successful completion of the fast-track programme.
Unlike conventional financial planning processes, which focus on plans for saving money you've already made, the generic financial planning process includes plans for making money in the first place. Our founder, Steve Conley, was a leading proposition architect for the banks. He had to create new assets for businesses every year. He has included his framework in the Game Plan to help you. If you would like to see examples of creating wealth for our clients, please check out our case studies.
There is basic membership of the Academy. This option is simply access to everything, unlimited email support, access to Town Halls, closed Facebook groups, etc. It is ideal for members who have completed the Game Plan accreditation programme. Their Generic Financial Planning business is ticking along nicely. They do not require regular mentorship one-to-ones with an accredited Game Plan mentor. They can purchase ad hoc one-to-one meetings as and when needed. In other words, this service is for years two-plus where a light-touch service is required.
Members choose the Annual Mentorship and Membership when setting up a Generic Financial Planning business over twelve months. It includes twelve one-hour Zoom calls with a Mentor, one a month typically. We expect to have trained and accredited the member on the Game Plan (TGP) over the twelve months; in the end, they are TGP accredited and have a successful business up and running. It has everything the Annual Membership has as well. Ideal year one if you are in no rush, and thereafter if your firm is still under development.
The Fast-Track is for members who want to be fully accredited and up and running within three months. It is Annual Mentorship and Membership and has an additional twelve hours of one-to-one Zoom meeting support over the first ninety days. We run these extra twelve hours over six two-hour sessions fortnightly. You are taken through The Game Plan as if you were a client, plus all the techniques are shared, and you get comprehensive notes of every meeting. On top of that, you get the Annual Mentorship and Membership. In short, you get six two-hour process sessions with a Mentor, plus twelve one-hour practice development and management sessions with the Mentor, one-to-one, tailored, personalised, a unique value proposition designed for just you. Ideal if you want your business now.
Fast track upgrade is for Annual Mentorship & Membership members who decide the Game Plan is pretty amazing once they get into it, and they want to get up and running with a Generic Financial Planning business within the next three months.
Two bonuses are included:
A 12-month HapNav License, our lifetime cash flow planning app for each and every participating Generic Financial Planner.
A 12-month MoneyFitt License, our extensive private finance content library for each and every participating Generic Advice Financial Planner.
See Our Partners for details.
Four in five advisers are carrying out regulated business on behalf of another firm. Often the other firm prohibits the setting up of a side-hustle Generic Financial Planning firm. You can instead create a two-part sales process within your Financial Planning firms, provided your network will allow it.
How do I do it?
Generic Financial Planning is simply Financial Planning without Financial intermediation. Split your regulated process into Part 1: Financial Planning and Part 2: Financial Intermediation. We will show you how.
Part 1: Financial Planning
Try to offer this on a fee-for-service basis. Follow our Game Plan process. Deliver a Financial Plan to your client.
Part 2: Financial Advice
If your client chooses intermediation for assets, then follow your normal financial intermediation process and charge your asset-based fee.
This way, you can offer your services to clients who do not want you to run their assets, such as savvy rich preferring to run their money on platforms, members of workplace pension schemes, buy-to-let landlords, business owners, clients of discretionary managers, and those that don't already have wealth. You could increase your potential prospect list tenfold.
If you choose Fast Track, we can have you up and running with your new business model in just three months, plus you get to receive annual mentorship and membership support.
Benefits for generic financial planners:
See what the key market influencers had to say about our programme:
Unique to the Academy of Life Planning only, this equips mentees and members with the following TEN-exclusive skills.
The programme leads to accreditation, registration, and listing as an Accredited GAME Plan Practitioner on the Academy of Life Planning website. The founder coach, Steve Conley, posts topics and agenda ahead of virtual meetings. Calls are interactive – utilising chat rooms to encourage audience engagement.
Consider joining our network, where the potential for growth and success is boundless and the opportunities for advancement are limitless. Our network offers an unregulated platform to explore and leverage your potential to achieve unparalleled success.