top of page

Plans & Pricing

Choose the level of capability, community or professional development that fits where you are now. Academy OS helps people manage their own information, planning and decisions across the whole of life and wealth. Many of our tools are free. Academy Membership adds continuing access, community and human reassurance. Professional plans support practitioners building agency-led businesses. Accreditation develops competence in combining GAME Plan™, Academy OS™ and episodic human expertise. Your membership also helps support Get SAFE’s free public-interest tools and pro bono work. Advice out. Agency in.

  • ACADEMY MEMBERSHIP

    24£
    Every month
    For people who want to manage their own life and financial planning using Academy OS—with community and human support available when it matters.
     
    • Academy OS access and support desk;
    • Total Wealth Plan™;
    • Financial Activation Measure™;
    • My Life Record™;
    • private WhatsApp community;
    • short-question community support;
    • unlimited email Q&A;
    • webinars, recordings and member events;
    • new tools, resources and improvements;
    • a second opinion when something does not feel right;
    • early warning during complexity, stress or change;
    • short telephone check-ins when something unexpected happens;
    • additional in-depth human support available at £200 per hour
  • Best Value

    ACADEMY MEMBERSHIP

    245£
    Every year
    For people who want to operate their own life and financial planning system continuously—with trusted human support available episodically when it matters.
     
    • 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.
     
    • 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 individual support available at £200 per hour.

  • PRACTICE MANAGEMENT CIRCLE

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

  • ACADEMY OS FOUNDATIONS

    595£
     
    An independent introduction to agency-led human–AI planning for qualified financial professionals considering Total Wealth Planner accreditation.
    Valid for 12 months
    • the Academy operating model;
    • foundations of GAME Plan™;
    • guided exploration of Academy OS™;
    • responsible human–AI practice;
    • proportional human expertise;
    • professional conduct and boundaries;
    • Academy learning resources; and
    • email question support.
    • Does not confer Total Wealth Planner accreditation
    • Payment credited to full accreditation (valid 6 months).

  • TOTAL WEALTH PLANNER ACCREDITATION

    2,495£
     
    Professional accreditation in agency-led human–AI planning using GAME Plan™ and Academy OS™. A 12-week group programme for QCA Level 4 or equivalently qualified financial-services professionals.
    Valid for 12 months
    • on-line live cohort workshops;
    • GAME Plan™ methodology;
    • Academy OS™ practitioner competence;
    • whole-person and human-capital planning;
    • responsible AI use and assurance;
    • proportional planning and episodic expertise;
    • shared casework and peer learning;
    • professional conduct and specialist referral;
    • observed practice and assessment;
    • Total Wealth Planner accreditation on successful completion;
    • Academy Membership; and
    • 12 months of Practice Management Circle support.
    • Limited to 8–10 founding practitioners.

  • FAST-TRACK ACCREDITATION

    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
    • + 9 x monthly 1-2-1 mentorship sessions in months 4–12
    • Academy OS Foundations Programme
    • Full PMC membership throughout — weekly sessions, VOD etc
    • Priority access to Steve at £200/hour

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