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Choose Your Membership

Join the Academy of Life Planning and gain access to practical tools, community support, independent expertise and the latest thinking on restoring human agency in financial planning. Academy Membership is open to anyone interested in the Academy in a personal or professional capacity. Choose flexible monthly membership or save with annual membership.

  • Academy Membership

    24£
    Every month
    Monthly membership of the Academy of Life Planning.
     
    • Full access to Academy OS
    • AI Life Planner: Guidance and resources
    • Financial Activation Measure
    • My Life Record
    • Private WhatsApp community
    • Short-question community support
    • Topic-based member groups
    • Unlimited email Q&A support
    • Regular updates, webinars and exclusive events
    • Academy Webinar VOD Channel
    • New tools, resources and continuous improvements
    • Independent second opinion when something doesn't feel right
    • Business planning templates and support
    • Reassurance before making an important financial decision
    • Early warning when heading into difficult financial waters
    • Priority email support during complexity, stress or change
    • Short telephone check-ins when something unexpected happens
    • Trailblazing, pushing the walls down so you don't have to
    • Additional one-to-one planning support £200/hour
  • Best Value

    Academy Membership

    245£
    Every year
    Annual membership of the Academy of Life Planning. Receive all Academy Membership benefits for less than the cost of eleven monthly payments.
     
    • Full access to Academy OS
    • AI Life Planner: Guidance and resources
    • Financial Activation Measure
    • My Life Record
    • Private WhatsApp community
    • Short-question community support
    • Topic-based member groups
    • Unlimited email Q&A support
    • Regular updates, webinars and exclusive events
    • Academy Webinar VOD Channel
    • New tools, resources and continuous improvements
    • Independent second opinion when something doesn't feel right
    • Business planning templates and support
    • Reassurance before making an important financial decision
    • Early warning when heading into difficult financial waters
    • Priority email support during complexity, stress or change
    • Short telephone check-ins when something unexpected happens
    • Trailblazing, pushing the walls down so you don't have to
    • Additional one-to-one planning support £200/hour

  • Practice Management Circle

    99£
    Every month
    For financial planners serious about building a commercially viable, agency-led practice. Provides the strategic, operational & peer support needed to turn principles into a working business model.
     
    • Everything included in Academy Membership, plus:
    • Four live business support sessions each month with Steve
    • Practice development and business operations support
    • Total Wealth Planning business infrastructure
    • Private practitioner peer community
    • Free access to all Academy CPD masterclasses
    • Peer and supplier networking
    • Legislative, regulatory and industry updates
    • Priority access to Steve for additional support £200/ hour

  • Practice Management Circle

    995£
    Every year
    For financial planners serious about building a commercially viable, agency-led practice. Provides the strategic, operational & peer support needed to turn principles into a working business model.
     
    • Everything included in Academy Membership, plus:
    • Four live business support sessions each month with Steve
    • Practice development and business operations support
    • Total Wealth Planning business infrastructure
    • Private Peer Community
    • Free access to all Academy CPD masterclasses
    • Peer and supplier networking
    • Legislative, regulatory and industry updates
    • Priority access to Steve for additional support £200/ hour

  • Monthly Mentorship + PMC Membership

    299£
    Every month
    Monthly Mentorship + Monthly Membership + PMC. Perfect for ongoing mentorship!
     
    • Everything in Practice Management Centre + Membership, plus:
    • One-hour video 1-to-1 mentorship sessions monthly with Steve
    • Access to all member meetings and webinars.
    • Access to the comprehensive library of support materials.
    • Unlimited e-mail support.
    • Discounts on partner services.
    • 30-Day free trial for HapNav
    • Academy Membership.
    • AoLP VOD Channel Access.
    • FREE Access to LIVE CPD Masterclasses
    • Additional mentorship sessions £200/hour.

  • Remote Pathway™

    545£
    Every year
    Learn the Total Wealth Planning methodology independently — study at your own pace, anywhere in the world, with full Academy membership included.
     
    • GAME Plan Practitioner Online Course — 12-month rental inclu
    • Total Wealth Planner accreditation on completion
    • CPD Masterclass Series — 12+ masterclasses per year
    • 12–24 hours of structured CPD content annually
    • Academy Membership — full access throughout
    • Academy Webinar VOD Channel access
    • AI Life Planner and GAME Plan™ tools
    • Unlimited bottomless email Q&A support
    • Regular updates, webinars, and exclusive events
    • Additional mentorship available at £200/hour
    • Worth £640 individually — yours for £545. Saving: £95.
    • Worth £880 individually — yours for £545. Saving: £335.

  • Community Pathway™

    1,250£
    Every year
    Learn Total Wealth Planning through weekly peer group sessions and shared practice — with full PMC membership and online course access included.
     
    • GAME Plan Practitioner Online Course — 12-month rental inclu
    • Total Wealth Planner accreditation on completion
    • CPD Masterclass Series — 12+ masterclasses per year
    • 12–24 hours of structured CPD content annually
    • Full Practice Management Circle membership
    • 4 live group sessions every month — 48 per year
    • Growing VOD library of recorded sessions
    • Peer network of practising Total Wealth Planners
    • Academy Membership included
    • Unlimited bottomless email Q&A support
    • AI GAME Plan™ tools and full Academy resource library
    • Additional mentorship available at £200/hour
    • Worth £1,877 individually — yours for £1,250. Saving: £627.

  • Standard Pathway™

    2,995£
    Every year
    Personal monthly mentorship with Steve Conley over 12 months — integrating Total Wealth Planning into your existing practice, with your website live and trading by month three.
     
    • 12 x monthly 1-to-1 mentorship sessions with Steve
    • Total Wealth Planner accreditation on completion
    • CPD Masterclass Series — 12+ masterclasses per year
    • 12–24 hours of structured CPD content annually
    • Your practice website cloned, personalised, and live
    • Wix setup session — leave with a trading website
    • GAME Plan Practitioner Online Course — 12-month rental
    • Full PMC membership throughout — weekly sessions, VOD etc.
    • Unlimited bottomless email Q&A support
    • AI GAME Plan™ tools and full Academy resource library
    • Priority access to Steve at £200/hour
    • Worth £4,772 individually — yours for £2,995. Saving: £1,777

  • 90-Day Glidepath™

    3,995£
     
    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
    • Accredited as a Total Wealth Planner within 90 days
    • 6 x 90-minute Fast-Track accreditation sessions with Steve
    • CPD Masterclass Series — 12+ masterclasses per year with wor
    • 12–24 hours of structured CPD content annually
    • Your practice website cloned, personalised, and live by day
    • Wix setup session — leave with a trading website
    • 9 x monthly 1-2-1 mentorship sessions in months 4–12
    • GAME Plan Practitioner Online Course — 12-month rental
    • Full PMC membership throughout — weekly sessions, VOD etc
    • Priority access to Steve at £200/hour
    • On completion you are invited to the Standard Pathway™
    • Worth £5,972 individually — yours for £3,995. Saving: £1,977

  • The GAME Plan Practitioner Online Course

    395£
     
    RENT the GAME Plan Practitioner Online Course for flexible training at your own pace. Earn certification and enhance your skills as an accredited practitioner today! [BUY in Shop]
    Valid for 12 months
    • Online training course for accredited GAME Plan practitioner
    • Text, workbooks, templates, exercises, over 50 hours video
    • Part I: Goal Setting
    • Part II: Action Planning
    • Part III: Means Management
    • Part IV: Execution Coaching
    • The GAME Plan Practitioner Certificate and Accreditation
    • Hours of CPD Workshops & Workbooks
    • 30-Day free trial for HapNav lifetime cashflow app.
    • Additional mentorship sessions £200/hour.

  • Adviser Exit Support™ — Ongoing Support

    495£
    Every month
    Monthly one-to-one support from Steve Conley while your exit matter unfolds — commercial intelligence, decision support, and a professional ally throughout. Cancel at any time.
     
    • One scheduled Zoom session per month with Steve Conley
    • Ongoing commercial orientation and decision support
    • Sense-checking of correspondence and proposed responses
    • Identification of sequencing decisions as matters develop
    • A consistent professional ally throughout period of change
    • Unlimited email Q&A support between sessions
    • Complete independence — no platform or legal conflicts
    • £500/month — cancel at any time, no minimum term, no penalty

Automatic Renewal Notice At the Academy of Life Planning, we want to ensure that you have continuous access to our valuable resources, mentorship, and support without any interruptions. To make things as seamless as possible, our pricing plans are set to renew automatically. This means that once your current billing period ends, your plan will renew for the same period (monthly or yearly), keeping you connected to the Academy’s benefits and opportunities. If you ever feel like adjusting or cancelling your plan, you’re in complete control. You can easily manage your subscription through your account settings or reach out to our friendly support team for assistance – we’re always here to help. Automatic renewal not only protects your membership but also allows you to stay focused on what matters most: achieving your goals and benefiting from continuous growth within our community. We’re committed to supporting you every step of the way, so please feel free to contact us with any questions. Thank you for trusting us as your partner in your life planning journey. We’re excited to be part of your progress, month after month, year after year!

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