top of page

Plans & Pricing

A support subscription of £4.99 per month provides access to Academy OS membership apps and contributes towards app maintenance and the AI tokens that power the tools. It applies to new and existing Academy members and is separate from Academy Membership. My Life Record remains free. Subscribe through My Life Record.

  • ACADEMY MEMBERSHIP

    24£
    Every month
    For supporters of the Academy, personally or professionally. Includes community support, learning resources and video channels. Open to practitioners and non-practitioners. Excludes live sessions.
     
    • Academy OS guidance and support desk;
    • Unlimited email Q&A;
    • Short-question community support;
    • Private WhatsApp community;
    • Webinars, recordings and member events;
    • Planning resources and updates;
    • A second opinion when something does not feel right;
    • Additional 50-minute Strategy Zoom Meetings for £50
  • Best Value

    ACADEMY MEMBERSHIP

    245£
    Every year
    For supporters of the Academy, personally or professionally. Includes community support, learning resources and video channels. Open to practitioners and non-practitioners. Excludes live sessions.
     
    • All Academy Membership benefits
    • for less than the cost of eleven monthly payments.
    • Join Annually

  • PRACTICE MANAGEMENT CIRCLE

    99£
    Every month
    For financial professionals building commercially viable, agency-led practices in the age of AI. Turn the principles of Total Wealth Planning into a working business model.
     
    • Paid training and professional support
    • Live group learning, shared practice, professional community
    • everything in Academy Membership;
    • four live Practice Management Circle sessions each month;
    • agency-led practice development;
    • Academy OS practitioner learning;
    • Total Wealth Planning business infrastructure;
    • case discussion and peer challenge;
    • private practitioner community;
    • Academy CPD masterclasses and recordings;
    • peer and supplier networking;
    • relevant professional and industry developments; and
    • Additional 50-minute Strategy Zoom Meetings for £50

  • PRACTICE MANAGEMENT CIRCLE

    995£
    Every year
    A full year of group learning, practice development and professional community for people building agency-led businesses.
     
    • Paid training and professional support
    • Receive all Practice Management Circle benefits
    • for less than the cost of eleven monthly payments.
    • JOIN ANNUALLY

  • COMPLETE PROGRAMME SELECTION

    595£
     
    Online training combining Academy OS Foundations and GAME Plan™ Practitioner training, leading to Total Wealth Planner accreditation.
     
    • Academy OS Foundations training
    • Practical use of Academy OS to support client agency
    • GAME Plan™: Goals, Actions, Means and Execution
    • Total Wealth Planner accreditation on completion
    • All nine online training programmes included
    • GAME Plan masterclasses, Goliathon and Rebuild & Thrive

  • REMOTE TRACK ACCREDITATION

    840£
     
    Annual Membership plus Complete Programme Selection.
    Valid for one year
    • Annual Membership.
    • Complete Programme Selection for life of membership.

  • PEER TRACK ACCREDITATION

    1,590£
     
    Practice Management Circle plus Complete Programme Selection.
    Valid for one year
    • Practice Management Circle for a year.
    • Complete Programme Selection for life of membership.

  • STANDARD TRACK ACCREDITATION

    2,495£
     
    Accredited, live, and trading as a Total Wealth Planner in one year — with 12 months of personal support to embed and grow your practice.
    Valid for one year
    • Bespoke one-to-one training
    • Accredited as a Total Wealth Planner within a year
    • 12 x monthly 1-2-1 mentorship sessions in months 1–12
    • Complete Programme Selection for life of membership.
    • Pre-designed website template
    • Full PMC membership throughout — weekly sessions, VOD etc
    • Additional 50-minute Strategy Zoom Meetings for £50

  • FAST-TRACK ACCREDITATION

    3,495£
     
    Accredited, live, and trading as a Total Wealth Planner in 90 days — then 9 months of personal support to embed and grow your practice.
    Valid for one year
    • Bespoke one-to-one training
    • Accredited as a Total Wealth Planner within 90 days
    • 6 x 90-minute Fast-Track accreditation sessions with Steve
    • + 9 x monthly 1-2-1 mentorship sessions in months 4–12
    • Complete Programme Selection for life of membership.
    • Pre-designed website template
    • Full PMC membership throughout — weekly sessions, VOD etc
    • Additional 50-minute Strategy Zoom Meetings for £50

AUTOMATIC RENEWAL: Monthly and annual memberships renew automatically at the end of each billing period, giving you uninterrupted access to Academy resources and support. You remain in control. You can manage or cancel your subscription through your account settings or contact us for assistance. One-time course and accreditation payments do not renew automatically.

bottom of page