At the Academy of Life Planning, we’re proud to announce that 9 out of 10 of our members are qualified to competent adviser status (Level 4), and 3 out of 4 have achieved Chartered status or beyond (Level 6+). This might come as a surprise to those who once viewed us as a community of unqualified coaches. In fact, the opposite is true: we are a collective of experienced, expert financial professionals who have stepped up from the regulated adviser industry to embrace the profession of financial planning.
Our mission has always been to elevate the role of financial life planning, focusing on a holistic approach that integrates life goals, human capital, and financial wellbeing. Now, we’re taking that commitment further by working to formalise Academy membership with globally recognised titles and accreditation. 🏆
Why is this Elevation Important? 🤔
âś… Recognised Accreditation: Gain official titles that truly reflect your expertise and professional standing in the field.
âś… Boost Credibility: Enhance your reputation with clients, peers, and industry partners, showing you belong to a community of highly qualified professionals.
âś… Exclusive Access: Enjoy networking opportunities, resources, and events that help you grow both personally and professionally.
âś… Commitment to Ethics: Join a network that upholds the highest ethical standards and is dedicated to excellence in financial life planning.
This professional recognition is part of our mission to democratise financial planning, ensuring transparency, ethics, and accessibility for all. We’re excited to see how this next step will strengthen not just your individual practice, but our entire community as we continue to innovate and lead the financial planning profession.
A Beacon of Transformation and Empowerment
At the Academy, we believe financial planning is more than numbers—it’s a journey of self-discovery, purpose, and well-being. We are here to equip both individuals and planners with the tools, wisdom, and guidance to navigate life with clarity and confidence.
Our comprehensive membership services support both personal growth and professional excellence, offering essential knowledge that empowers you to make informed, values-driven decisions. By aligning financial well-being with your broader life goals, we aim to provide the foundation for lasting success.
We also ensure that our members stay ahead of industry best practices, providing access to cutting-edge tools and a global network of support. Personalised coaching and mentorship are central to our approach, helping you tailor your financial planning journey to your unique circumstances.
Join Us on This Journey
The Academy of Life Planning is not just a community; it’s a movement towards achieving financial security, personal growth, and a life aligned with your deepest values. We’re dedicated to your success and to creating a future where financial planning is transparent, ethical, and accessible to all.
đź’ˇ Stay connected by subscribing to our media channels and be the first to track our progress as we elevate Academy membership to new heights. Together, we are shaping the future of financial planning!
Membership Benefits
Joining the Academy of Life Planning brings a wealth of opportunities for both personal and professional growth. Here’s what you can expect as part of our membership and mentorship communities:
âś… Globally Recognised Expertise: Gain access to resources that will help you advance to official titles and accreditation, enhancing your professional reputation and setting you apart in the financial planning profession.
âś… Ongoing Professional Development: Stay at the forefront of market trends with access to cutting-edge tools, financial life planning frameworks, and exclusive webinars led by thought leaders in the field.
âś… Networking Opportunities: Connect with a global community of like-minded financial planners and mentors who share your commitment to ethical and transparent financial planning. Share insights, experiences, and collaborate on innovative solutions.
âś… Exclusive Content and Resources: Enjoy access to members-only content, including financial activation tools, cash flow modelling, business planning templates, VOD training channels, and regular updates to ensure your practice stays ahead of the curve.
âś… Tailored Mentorship: Receive personalised coaching from experienced financial planners who have transitioned from the regulated adviser industry to the holistic financial life planning profession. Our mentors will help guide your career and support you as you align financial planning with broader life goals.
âś… High Ethical Standards: As a member of the Academy, you will be part of a community committed to upholding the highest ethical standards, ensuring that your clients always receive advice that prioritises their best interests.
Take the Next Step
If you’re ready to elevate your career and join a community dedicated to excellence in financial life planning, now is the perfect time to get involved. Sign up today to become part of the Academy of Life Planning’s membership and mentorship communities.
By joining us, you’ll not only enhance your professional qualifications, but you’ll also gain access to a global network of support, mentorship, and resources designed to help you succeed.
🚀 Become a member now and step into a future where your expertise is recognised, your practice is elevated, and your contribution to the financial planning profession is truly valued.
Visit our website or email us at info@aolp.co.
Academy of Life Planning 