Join Our Personal Financial Planning Support Network

The Academy of Life Planning provides EVERYTHING needed to build profitable, professional, and sustainable Personal Financial Planning practices.

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Intro

Say Goodbye to Conflicted Investment Advice—Welcome to True Client-First Financial Planning:

Join a supportive community of professional financial planners who focus on creating meaningful plans, not selling products.
Here, our clients are empowered to become their own financial advisers, with guidance every step of the way.
Develop holistic financial plans that cover all aspects of life—financial, physical, social, environmental, and spiritual.
Fast-track your career with our elite planner accelerator programme and accreditation with the highly regarded "Game Plan" Practitioner Certification.
Experience ongoing professional and revenue growth within a thriving, collaborative network designed for your continuous development.
Enjoy personalised support, mentor-mentee relationships, and a community that increases client value and keeps you accountable and inspired.
Build muliple channels and your practice on transparency and integrity, with our approach focused on helping you succeed.

At AoLP we help Personal Financial Planners: Empowering Your Financial Future We're transforming the world of financial planning by giving you the power. Our planners are your guides, not middlemen, dedicated to helping you take control of your financial destiny. Full Control and Independence Our groundbreaking approach ensures you have complete control over your finances and personal data, paving the way to genuine financial independence. Comprehensive Support Receive tailored coaching and access to extensive learning resources, all designed to help you excel in this new financial landscape. Education Over Sales We’re not here to sell you financial products. Our mission is to educate and empower you, enabling you to make well-informed financial decisions. Unbiased and Honest Advice Get impartial guidance that connects you with independent resources, ensuring every step is taken with integrity and transparency. Simplifying Your Transition Transitioning to a non-intermediary financial model might seem challenging, but we’re here to support you at every stage. Skill Enhancement Our training programmes elevate traditional product sellers into well-rounded financial advisers, enhancing their ability to offer diverse and personalised services. Join Our Visionary Community Become part of a forward-thinking community dedicated to changing lives through accessible and innovative financial planning. Together, we can drive meaningful change. Our Core Values: Empowerment Integrity Innovation Community Personal Development Decentralisation

Start Your Journey

Testimonials

Martin Turbin

(Chartered Financial Planner)

"A true trailblazer in non-intermediated financial advice, with a genuine passion to support financial advisers on their transition journey."

Jörg Schlüter

(Chartered Wealth Manager)

"I completed a course on the Game Plan, and it has been immensely helpful in building my financial coaching business, with concise and well-thought-out coaching and valuable support for idea exploration."

See Their Stories

Richard Johnston

(Chartered Financial Planner)

"These expert planners possess extensive experience, knowledge, and unwavering integrity, making them an ideal choice for planners seeking growth and development."

Features & Benefits

Launch Your Business with Ease: Personalised Support, Low Start-Up Costs, and Fast-Track Success in Just Three Months

Our method artfully melds life planning, financial strategy, and accountancy. This synergy presents a sturdy blueprint for securing not only fiscal stability but also emotional, intellectual, and spiritual enrichment. It's an all-encompassing approach tailored for individuals aspiring for a balanced life, anchored by robust financial foundations and life objectives resonating with their intrinsic values.

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Our seasoned coaches are at hand to navigate you seamlessly through the intricacies of establishing your new endeavour. Each session is meticulously tailored, addressing your unique requirements and aspirations.

One-to-one Coaching

Join our exclusive network of non-intermediating financial planners and access a vibrant community of like-minded professionals for collaboration, insights sharing, and peer support on your transformative journey.

Step into our elite circle of non-intermediating financial planners, immersing yourself in a dynamic community of aligned professionals. Engage in collaborative exchanges, glean valuable insights, and benefit from the collective support of peers as you traverse this evolutionary path.

Network Membership

Industry experts providing invaluable one-to-one mentorship to help you with business development strategies, skill refinement, and mastering the non-intermediating financial planning process known as the Game Plan. Benefit from their wisdom and experience to accelerate your growth.

Benefit from unparalleled mentorship with seasoned industry connoisseurs. They'll guide you in honing business growth strategies, sharpening your expertise, and mastering the distinctive non-intermediating financial planning approach, termed the 'Game Plan'. Leverage their profound knowledge and experience to expedite your professional ascent.

Personal Mentorship

Differentiate yourself as a Game Plan practitioner through our accredited training program. Learn non-intermediating financial planning intricacies and earn your well-deserved accreditation, showcasing your commitment to exceptional client service

Elevate your stature as a Game Plan specialist by delving into our esteemed accreditation programme. Immerse yourself in the nuances of non-intermediating financial planning, securing your distinguished accreditation. This hallmark not only attests to your dedication but also underscores your unwavering commitment to delivering unparalleled service to your clientele.

The Game Plan Accreditation

Simplify and streamline your operations with our comprehensive tech stack, empowering your clients with ownership and control of assets and data. Access tools and resources to set up your back office efficiently, automate processes, and enhance productivity.

Optimise your operations with our all-encompassing e-Commerce technology suite, designed to empower your clients with unyielding ownership and control over their assets and data. We furnish you with cutting-edge tools and resources, ensuring your back office is set up with precision, processes are automated seamlessly, and your productivity is elevated to its zenith.

Advanced Technology Support

Our dedicated support team is here for you every step of the way, ready to address your questions, concerns, and challenges. Never feel alone on your journey to success with our reliable support

Your journey to success is our shared vision. With our devoted support team by your side, rest assured that every query, concern, or challenge you encounter is promptly addressed. Enjoy limitless e-mail Q&A assistance, and should you require an added layer of support, ad-hoc meetings are readily available at your beck and call.

Unwavering Day-to-day Support

Unlock exclusive discounts on a range of essential services, maximizing the value you receive as a member of our community

As a valued member of our community, indulge in preferential discounts on an array of indispensable services, amplifying the benefits of your association with us. We've meticulously curated a platform brimming with exclusive deals and offers, tailor-made to cater to the unique needs of generic financial planning advice firms.

Exclusive Cost Savings & Opportunities

Stay ahead of the curve with our informative webinars. Led by industry experts, these webinars cover a wide range of relevant topics that will enhance your professional knowledge and skills.

Commit to your enduring professional growth. Stay at the forefront of industry advancements with our insightful webinars. Spearheaded by seasoned industry luminaries, these sessions delve into a spectrum of pertinent topics, poised to bolster your professional acumen and skill set.

Continuous Professional Enhancement

Members unite under a shared vision: reshaping the market through many-to-many marketing. By pooling strengths and resources, members amplify their impact, which is especially beneficial for smaller firms. Collaborative avenues include Joint Ventures, Cross-Promotion, Affiliate Marketing and Co-Creation.

Online Business Owner Collaboration (OBO)

Download

Kick-Start Your Financial Freedom: Download Your Free Starter Pack Now!

Recognising the distinct aspirations of financial planners, we're dedicated to guiding your transition towards a client-driven approach. Shift from traditional product-focused strategies to a more sustainable plan-based revenue model.

Together, let's set a new benchmark in financial planning. Start by subscribing to our newsletter and receive our complimentary starter pack, which includes:

Comprehensive Financial Planning Guide: Gain access to an in-depth guide that helps you transition from product-focused strategies to a client-centric, plan-based approach.
Exclusive Tools and Resources: Utilise specialized tools and resources designed to streamline your financial planning process and enhance your client interactions.
Step-by-Step Coaching: Receive step-by-step coaching tips to effectively implement sustainable financial strategies and grow your practice.
Ongoing Support and Updates: Stay informed with regular updates and continuous support to ensure your success in the evolving landscape of financial planning.

Get Your Free Starter Pack

By aligning with the M-Power Movement, the Academy of Life Planning demonstrates its unwavering commitment to financial empowerment. This partnership enhances our mission to provide comprehensive planning services, education, and tools, enabling individuals to take control of their financial futures. We believe in fostering a fairer society where financial knowledge is accessible to all, breaking down the barriers of traditional financial services. Together, we are redefining excellence and trust in the financial planning industry. Join us in this transformative journey.

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AFFILIATE

By affiliating with the Consumer Duty Alliance, the Academy of Life Planning reinforces its commitment to providing education that not only meets regulatory requirements and professional standards but also genuinely enriches the lives and futures of those we serve. Together, we are setting new benchmarks for excellence and trust in the financial planning and advice sector.

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Join our website community for FREE and connect with like-minded professionals, access exclusive resources and support, and be part of a transformative movement.