Join Our Holistic Wealth Planning Adviser Community

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

Intro

Holistic Wealth Planning Without Product Recommendations

Join the AoLP Holistic Wealth Planner [HWP®] Community – Your Trusted Professional Network

Become part of a supportive network of like-minded professionals, all dedicated to delivering value-added services while staying within regulatory guidelines. Whether you’re passionate about personal financial planning or generic advice on areas like investments, pensions, tax, probate, and practice development, our community is here for you.

With free subscription access available to everyone—including non-AoLP members—you can explore a range of resources tailored to your needs. For those looking to deepen their professional journey, membership starts at just £19 per month. Discover our unique development pathway for financial planners who prefer a non-intermediary, holistic approach to their work.

At the Academy of Life Planning, we are a financial education company dedicated to empowering individuals and professionals with the knowledge and tools they need to confidently take control of their financial future, all while ensuring transparency and support every step of the way.

Business Set Up

Full business starter pack including website.

Membership

Be part of the AoLP Holistic Wealth Planning Advice community.

HWP® Accreditation

Training and accreditation as HWP® in 12 weeks.

Mentorship Options

Ongoing mentorship options for HWP® professionals.

Monthly Mentorship

Training and accreditation as HWP® in 12 months.

Discovery Call

Book a one-hour discovery call with Steve Conley, for £100.

Subscribe FREE!

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."

Testimonials

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 brings together life planning, financial strategy, and accountancy in a way that’s simple, clear, and effective. By blending these elements, we provide a solid foundation that helps you achieve financial security while also focusing on your emotional, intellectual, and spiritual well-being. This all-encompassing approach is tailored for those looking to live a balanced life, with strong financial support that’s aligned with what truly matters to you. It’s not just about your finances – it’s about building a life that reflects your values and goals, so you can move forward with confidence and peace of mind.

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Our experienced coaches are here to guide you every step of the way as you start your new venture. Each session is personalised to meet your specific needs and goals, ensuring you get the support that’s right for you. We focus on making the process smooth and easy to follow, helping you build a clear path forward with confidence.

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.

Join our supportive community of like-minded holistic wealth planners, where you'll connect with professionals who share your values and goals. Engage in meaningful conversations, exchange valuable insights, and benefit from the collective wisdom of your peers. Together, we'll help you grow and succeed on your journey, offering guidance and encouragement every step of the way.

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.

Gain invaluable mentorship from experienced industry experts who are here to help you grow. They’ll support you in developing effective business strategies, enhancing your skills, and mastering the unique holistic wealth planning approach, known as the 'Game Plan.' With their deep knowledge and guidance, you’ll be able to fast-track your professional development and reach new heights in your career.

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

Take your expertise to the next level by becoming a Holistic Wealth Planner HWP® through our respected accreditation programme. You’ll gain a deep understanding of holistic wealth planning and earn a qualification that highlights your dedication to excellence. This accreditation not only strengthens your professional credibility but also shows your commitment to providing exceptional service to your clients.

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.

Streamline your operations with our comprehensive e-Commerce technology suite, designed to give your clients full control over their assets and data. We provide you with the latest tools and resources to ensure your back office is set up efficiently, processes are seamlessly automated, and your productivity is maximised. With everything in place, you’ll be able to focus on what matters most—delivering great service and growing your business.

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

We’re with you every step of the way on your journey to success. Our dedicated support team is here to promptly address any questions, concerns, or challenges you may have. You’ll have unlimited e-mail Q&A assistance, and if you ever need extra support, we’re happy to arrange ad-hoc meetings whenever you need them. We’re committed to ensuring you feel fully supported and confident as you move forward.

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, you’ll enjoy exclusive discounts on a wide range of essential services, enhancing the value of your membership with us. We’ve carefully selected a variety of deals and offers designed specifically to meet the needs of holistic wealth planning firms, helping you access the tools and resources you need to succeed. It’s our way of making sure you get the most out of your partnership with us.

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.

Invest in your ongoing professional development and stay ahead of industry trends with our engaging webinars. Led by experienced industry experts, these sessions cover a wide range of relevant topics designed to strengthen your skills and enhance your knowledge. It's a great way to keep growing and ensure you’re always ready to take on new challenges in your field.

Continuous Professional Enhancement

Our members come together with a shared goal: to reshape the market through collaborative many-to-many marketing. By combining their strengths and resources, they create a bigger impact—especially for smaller firms. Opportunities for collaboration include joint ventures, cross-promotion, affiliate marketing, and co-creation, all designed to help you grow and succeed together.

Online Business Owner Collaboration (OBO)

Download

Kick-Start Your Holistic Wealth Plan: Download Your Free Starter Pack Now!

Recognising the distinct aspirations of holistic wealth 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 holistic wealth planning. Start by subscribing to our newsletter and receive our complimentary starter pack, which includes:

Comprehensive Holistic Wealth 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 specialised tools and resources designed to streamline your holistic wealth 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 holistic wealth 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.

Find out more.

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.