Four Pathways to Total Wealth Planner Accreditation
Find the route that fits where you are — and where you want to go.
Every pathway leads to the same destination: accredited, conflict-free, and commercially resilient as a Total Wealth Planner.
Not sure which pathway fits? Start here. No pressure. No sales script. If it is not a fit, we will say so.
The Destination
All four pathways lead to accreditation as a Total Wealth Planner — qualified to deliver the GAME Plan™ methodology, equipped with the tools and community to build a commercially sustainable practice, and positioned on the client's side of the table.
No product sales. No regulatory exposure. No conflicts of interest.
Financial planning built around plans rather than products sits outside the regulatory perimeter under PERG 8.26. The barrier most advisers imagine is considerably larger than the one that actually exists.
Over 60 practitioners have already made this transition through the Academy. What they consistently report: client reaction was better than expected, regulatory exposure was lower than feared, and the commercial transition was more achievable than anticipated.
The question is not whether this is the right direction. It is which pathway fits your situation.
The Four Pathways
Remote Pathway™ — £545/year
Independent study. Supported. Global.
For financial professionals who want to master the Total Wealth Planning methodology at their own pace — studying independently, from anywhere in the world, with full course access and Academy membership included.
What's included:
-
GAME Plan Practitioner Online Course — full access on Wix Programs
-
CPD Masterclass Series — 12+ sessions per year with workbooks and VOD access
-
36+ session library — now in its third year
-
Total Wealth Planner accreditation on completion
-
Academy Membership throughout
-
Unlimited email Q&A support
-
AI GAME Plan™ tools and resources
-
Additional mentorship available at £200/hour
Standalone value: £760 — yours for £545. Saving: £215.
This pathway is for you if:
-
You are self-motivated and prefer independent learning at your own pace
-
You are based outside the UK or prefer flexible remote study
-
You want structured course material without group or 1-to-1 commitment
-
You are budget-conscious and want the most accessible entry point to accreditation
Community Pathway™ — £1,250/year
Peer group learning. Shared practice.
48 live sessions per year.
For financial professionals who learn best through discussion, shared experience, and peer accountability — supported by weekly live group sessions and a growing community of practising Total Wealth Planners.
What's included:
-
GAME Plan Practitioner Online Course — full access on Wix Programs
-
CPD Masterclass Series — 12+ sessions per year with workbooks and VOD access
-
36+ session library — now in its third year
-
Total Wealth Planner accreditation on completion
-
Full Practice Management Circle membership
-
4 live group sessions every month — 48 per year
-
Complete VOD library of all recorded sessions
-
Peer network of practising Total Wealth Planners
-
Academy Membership included
-
Unlimited email Q&A support
-
AI GAME Plan™ tools and resources
-
Additional mentorship available at £200/hour
Standalone value: £1,757 — yours for £1,250. Saving: £507.
This pathway is for you if:
-
You learn best through discussion and peer accountability
-
You want live weekly group sessions alongside structured self-study
-
You value being part of a community of professionals on the same journey
-
You want accreditation with peer support — not in isolation
Standard Pathway™ — £2,995/year
Personal monthly mentorship. Practice website included. 12 months.
For financial professionals who want to integrate Total Wealth Planning into their existing practice — with personal monthly guidance from Steve Conley, a live trading website, and full course access throughout.
What's included:
From the start:
-
GAME Plan Practitioner Online Course — full access on Wix Programs
-
CPD Masterclass Series — 12+ sessions per year with workbooks and VOD access
-
36+ session library — now in its third year
-
Your practice website cloned from a proven Total Wealth Planner template
-
Personal Wix setup session — leave with a live trading website
Throughout 12 months:
-
12 x monthly 1-to-1 mentorship sessions with Steve Conley
-
Total Wealth Planner accreditation on completion
-
Full Practice Management Circle membership
-
4 live group sessions every month — 48 per year
-
Complete VOD library of all recorded sessions
-
Peer network of practising Total Wealth Planners
-
Unlimited email Q&A support
-
Business planning templates and ongoing support
-
Priority access to Steve at £200/hour
Standalone value: £4,652 — yours for £2,995. Saving: £1,657.
This pathway is for you if:
-
You have an existing practice you want to evolve — not replace overnight
-
You value personal monthly guidance alongside structured course material
-
You want to integrate Total Wealth Planning gradually at a pace that suits you
-
You want a live trading website included from the start
90-Day Glidepath™ — £3,995
Accredited. Live. Trading. In 90 days.
For financial professionals who are ready to move now. The complete 12-month pathway — Fast-Track accreditation in 90 days, practice website live by day 90, then 9 months of monthly mentorship to embed and grow your practice.
What's included:
Phase 1 — Accreditation and Launch (Days 1–90):
-
6 x 90-minute Fast-Track accreditation sessions with Steve Conley
-
Total Wealth Planner accreditation on completion of Phase 1
-
GAME Plan Practitioner Online Course — full access on Wix Programs
-
CPD Masterclass Series — 12+ sessions per year with workbooks and VOD access
-
36+ session library — now in its third year
-
Your practice website cloned from a proven Total Wealth Planner template
-
Personal Wix setup session — leave with a live trading website by day 90
-
AI GAME Plan™ tools and full Academy resource library activated
Phase 2 — Embedding and Growth (Months 4–12):
-
9 x monthly 1-to-1 mentorship sessions with Steve Conley
-
Full Practice Management Circle membership throughout
-
4 live group sessions every month — 48 per year
-
Complete VOD library of all recorded sessions
-
Peer network of practising Total Wealth Planners
-
Unlimited email Q&A support
-
Business planning templates and ongoing support
-
Priority access to Steve at £200/hour
Standalone value: £5,852 — yours for £3,995. Saving: £1,857.
This pathway is for you if:
-
You want to be accredited and trading — not still thinking about it — within 90 days
-
You want personal support from someone who has guided over 60 practitioners through the same transition
-
You are ready to sit on the client's side of the table — trusted, conflict-free, and commercially resilient
-
You want a complete 12-month support structure — not just accreditation and then left to it
On completion: Graduates are invited to continue with the Standard Pathway™ at £2,995/year — maintaining monthly 1-to-1 mentorship as your practice grows. Year two costs £1,000 less than year one.
Not Sure Which Pathway Fits?
The most common question I receive is not "which pathway is right for me?" It is "am I ready?"
The answer, for most advisers I speak to, is yes — with the right structure around them.
A free 15-minute clarity call gives you a straightforward, honest answer to that question — based on your specific situation, your practice, and your timeline.
No sales. No pressure. If a pathway is not right for you, I will say so.
If it’s not a fit, we’ll say so.
Already Working With Steve?
If you are an existing mentee or PMC member looking to upgrade your pathway — the Fast-Track Upgrade is available exclusively to existing members.
Fast-Track Upgrade — £1,800 6 x 90-minute GAME Plan accreditation sessions over 12 weeks. Add to your existing mentorship package.
Other Services
Not ready for a full pathway? Two other services may be the right starting point.
Strategy Session — £995 until 31 March 2026 (standard £2,000) A focused 90-minute strategic intervention for advisers who want clarity on how AI is changing the profession — and what their next move should be. Use promo code STRATEGY995.
Adviser Exit Support™ — from £750 Pre-legal commercial support for regulated advisers facing exit pressure, repayment demands, or contractual constraint from networks, consolidators, or national firms.
What We Do Not Do
To be clear about how we operate:
-
We do not sell financial products
-
We do not recruit for providers or networks
-
We do not pressure people into decisions
-
We do not promise outcomes we cannot control
-
We do not use sales scripts or artificial urgency
Our role is support and structure — not control.
Every pathway conversation starts with an honest assessment of fit. If a pathway is not right for your situation, we will tell you.
Delivered personally by Steve Conley BSc FCII — Chartered Financial Planner, Chartered Insurer, and founder of the Academy of Life Planning.
This is not regulated financial advice. Financial planning built around plans rather than products sits outside the regulatory perimeter under PERG 8.26.