The GAME Plan Practitioner Programme
Become a Future-Ready Holistic Wealth Planner
Overview:
The GAME Plan Practitioner Programme is a comprehensive online course designed to equip you with the knowledge, skills, and tools to guide clients towards financial clarity and life fulfilment. This certification and accreditation programme empowers you to master goal setting, action planning, means management, and execution coaching—giving you the framework to help individuals create, implement, and sustain their ideal financial and life plans.
For a one-off investment of £395, you gain 12 months of flexible, self-paced learning, with a structured approach that ensures practical application and professional accreditation.
What's included?
✔ 12 structured modules across 4 key areas of planning
✔ Over 50 hours of video content led by expert mentors
✔ Hundreds of in-depth articles, workbooks, and practical exercises
✔ Knowledge tests to reinforce learning and track progress
✔ Certification & accreditation as an official GAME Plan Practitioner
This programme is designed for Academy Membership, which grants you full access to professional tools, including:
✔ HapNav – A dynamic tool for financial navigation
✔ MoneyFitt – A cutting-edge wealth planning resource
✔ Bottomless email support from experienced mentors
As a bonus, you also receive:
24+ hours of CPD Masterclasses & Workbooks—expanding your expertise and ensuring you remain ahead of the curve.
Course Breakdown: The Four Pillars of The GAME Plan
🟢 Part I: Goal Setting (Modules 1-3)
Define clear, meaningful objectives that align with personal values and financial aspirations. Learn how to help clients clarify their vision, identify priorities, and set achievable, purpose-driven goals.
🟠 Part II: Action Planning (Modules 4-6)
Bridge the gap between goals and results with an effective action plan. Gain expertise in creating structured, step-by-step plans that turn intentions into measurable outcomes.
🔵 Part III: Means Management (Modules 7-9)
Master financial resource allocation. Learn how to guide clients in managing income, assets, and investments in a way that supports their long-term financial well-being and life ambitions.
🟣 Part IV: Execution Coaching (Modules 10-12)
Support clients through the execution phase, ensuring follow-through, overcoming challenges, and adjusting strategies as needed. Develop the coaching skills required to help individuals stay on track and refine their plans over time.
Certification & Accreditation
Upon successful completion of the course, you will receive:
✅ GAME Plan Practitioner Certification – Recognising your expertise in holistic financial and life planning
✅ Accreditation as a GAME Plan Practitioner – Demonstrating professional competence and commitment to future-ready financial coaching
✅ Official recognition within the Academy of Life Planning community – Joining a network of like-minded professionals dedicated to empowering others
Why Enrol?
✔ Learn at Your Own Pace – Complete the course flexibly over 12 months
✔ Gain Exclusive Access – Use HapNav & MoneyFitt for real-world application
✔ Receive Continuous Support – Unlimited mentor guidance via bottomless email support
✔ Earn CPD Credits – Access to 24+ hours of masterclasses and workbooks
✔ Future-Proof Your Career – Position yourself as a holistic wealth planner ready to serve in a changing financial landscape
Who Is This Course For?
💡 Financial planners, coaches, and advisers seeking a holistic, client-centred approach
💡 Professionals looking to enhance their skills and gain accreditation
💡 Individuals passionate about guiding others to financial and life success
Join the Programme Today!
Part 1: Goals and Values
Learn to align life goals with personal values through the GAME Plan framework, which integrates spiritual and philosophical wisdom. You’ll explore tools like the Significant STORIES System and the Schwartz values model to uncover your core values, aligned with the whole-person paradigm (mind, body, heart, and spirit). This module helps you craft a personal character statement that reflects your authentic self.
Outcome:
A personal character statement to guide your clients toward living an authentic life.
Part 2: Goals and Talents
In this module, you’ll explore talents as intangible assets, essential for building human capital. By combining these talents, you help clients discover their unique selling point (USP). Tools like a SWOT analysis and the Joseph Campbell Hero’s Journey framework will be used to map personal stories to entrepreneurial opportunities.
Outcome:
A personal SWOT analysis that identifies and leverages individual talents for a sustainable livelihood.
Part 3: Goals and Passions
This module dives into uncovering passions and favourite futures through questioning techniques that reach the heart’s core. You’ll learn how to guide clients in visualising their ideal next chapter and shaping their financial goals around what truly inspires them.
Outcome:
Mastery of sensitive and empathetic questioning to help clients connect deeply with their life passions.
Part 4: Goals and Purpose Statement
Crafting a purpose statement is the heart of this module. You will help clients consolidate their life goals into a powerful narrative that inspires action and sustains motivation. You’ll also test its effectiveness by ensuring it resonates deeply with their aspirations.
Outcome:
A compelling Purpose Statement with affirmations and a life script that serves as a guide for future actions.
Part 5: Actions and Obstacles
Here, we introduce the Blockbuster ROADMAP framework to identify and overcome obstacles. Using questioning and listening techniques, you’ll help clients define and tackle barriers that may be standing in their way, keeping their vision alive and focused.
Outcome:
A comprehensive list of obstacles that stand in your client's path to freedom.
Part 6: Actions and the Project Plan
In this module, you’ll assist clients in transforming their obstacles into achievable steps through action plans. Your role will be to coach, ensuring they feel confident about overcoming challenges and staying on course.
Outcome:
A detailed project plan outlining actions needed to overcome obstacles.
Parts 7 & 8: Means and Cash Flow
You will learn to integrate the Financial FREEDOM Forecaster framework into your practice, helping clients project income, expenses, and financial capital over their lifetime. This module focuses on creating robust financial strategies, including contingency planning and ensuring that their financial goals align with their life aspirations.
Outcome:
A cashflow forecast with actionable strategies to repair financial shortfalls.
Parts 9 & 10: Means and Human Capital Development
Explore the Human Capital Development Framework, designed to help clients develop entrepreneurial opportunities to build sustainable livelihoods. This module covers strategies such as SWOT analysis, Mission Statement, PESTLE analysis, and Go-to-Market strategies to enhance both financial and human capital.
Outcome:
A fully developed human capital strategy to maximise wealth generation potential.
Parts 11 & 12: Execution and GAME Plan Report
Pull all the elements together into a comprehensive GAME Plan report. You will coach clients on ongoing action, ensuring their financial and human capital strategies work together to bring their ideal future into reality.
Outcome:
A detailed GAME Plan report, integrating life goals, action steps, financial, and human capital plans for ongoing success.
Certification:
Upon successful completion of the 12-part programme, participants will receive accreditation as Game Plan Practitioners. This title signifies a holistic understanding of financial and life planning, equipping practitioners with tools to coach clients through a comprehensive approach to achieving both financial and personal fulfilment.
Join Now:
By joining this programme, you’re not only adding to your professional credentials but also deepening your ability to guide clients in living purposeful, balanced lives. Our framework ensures that the planning process goes beyond finances, touching on values, talents, and passions, all essential for crafting a future worth pursuing.
Enrol today and begin your journey towards becoming a Game Plan Practitioner.
This programme is your key to transforming how you engage with clients, helping them not just plan for financial security but to thrive holistically, ensuring they have the means and human capital to live their favourite future.
