Welcome to a future-ready approach to financial planning, where your career aligns with your values, and your clients’ lives are genuinely transformed. The Academy of Life Planning (AoLP) offers an inspiring alternative to traditional financial adviser academies, free from product sales targets, regulatory burdens, and corporate red tape.
Here, you are not just trained to deliver advice—you are empowered to create a thriving, independent business that inspires trust, builds lasting client relationships, and allows you to live and work on your terms.
What You Can Expect
- Tailored Business Set-Up Support:
Launch your own brand and customer proposition with our “business in a box” start-up package. This includes a personalised e-commerce website, CRM system, tailored Google Workspace setup, and tools to market and manage your business effectively. - Expert Training & Mentorship:
Become an accredited GAME Plan Practitioner with 12 hours of personalised training, plus a full year of monthly one-to-one mentorship to ensure your success. - Ongoing Development & Community:
Access a vibrant network of peers, weekly meetings, live CPD masterclasses, unlimited email support, an extensive library of resources, and exclusive forums to keep you at the cutting edge of holistic financial planning. - Freedom & Ownership:
No sales quotas, no earnings clawbacks. With AoLP, all the revenue you generate is yours, and you own 100% of the business you build—from day one.
Why Choose the Academy of Life Planning?
- Aligned with Your Values:
Say goodbye to sales-driven models and hello to a purpose-led career focused on improving lives. Your clients will trust and respect your services, free from the taint of product sales. - Future-Ready & Flexible:
Operate a location-independent, time-flexible business. Work when and where you want, with no regulator breathing down your neck. - Unlimited Potential:
Build a scalable, lasting income stream through knowledge-based services. Earn while you sleep and never feel like you’re simply exchanging time for money. - A Legacy You’ll Be Proud Of:
Whether you choose to sell your business, transition ownership, or continue working as long as you love what you do, you’ll have created a career and legacy to be proud of.
Why Now?
With the industry shifting and clients increasingly seeking empowerment over delegation, AoLP positions you at the forefront of a new financial planning paradigm. Break even by month two of trading and enjoy the rewards of a career built on trust, freedom, and impact.
Join the Academy of Life Planning Today
Let’s redefine financial planning together. Take the first step toward a fulfilling, future-proof career as a Holistic Wealth Planner. Visit the Academy of Life Planning website for details. Or, download our services brochure HERE.
Q&A: Everything You Need to Know About the Academy of Life Planning
Q: What is the Academy of Life Planning (AoLP)?
The AoLP is a transformative platform for financial professionals who want to break free from the constraints of traditional product-focused models. We provide comprehensive support to help you launch and grow your own business as a Holistic Wealth Planner, empowering clients without selling financial products.
Q: How is AoLP different from other financial adviser academies?
Unlike traditional academies, AoLP prioritises your independence and your clients’ trust.
- No sales targets: You won’t be tied to selling financial products or pressured by quotas.
- No regulatory burdens: Our approach doesn’t require FCA regulation, saving you from the costs and stress of compliance.
- Ownership from day one: The business you build is 100% yours, with no earnings clawbacks or restrictions.
Q: What kind of training and support does AoLP offer?
We provide a complete package to set you up for success, including:
- Personalised training to become a GAME Plan Practitioner (12 hours of one-to-one tuition).
- A full year of practice development mentorship with monthly check-ins.
- Access to peer support, live CPD masterclasses, weekly meetings, and a library of tools and resources.
- A “business in a box” start-up package, including your website, CRM system, marketing tools, and more.
Q: I’m worried about starting a business. How does AoLP help mitigate the risks?
We understand that moving to self-employment can feel daunting, so we provide:
- Business planning expertise to help you hit the ground running.
- Tools and strategies for building diverse income streams, reducing reliance on any single channel.
- Support to ensure you break even by month two and start earning sustainable income quickly.
Q: What’s the earning potential for Holistic Wealth Planners?
With AoLP, your income is entirely yours—no commissions or clawbacks. While earnings depend on your business growth, members typically match or exceed the income of regulated advisers, without the associated stress, liabilities, or high insurance costs.
Q: Who is AoLP for?
AoLP is ideal for financial professionals who are:
- QCA Level 4 accredited (or higher) and looking for a career focused on helping people rather than selling products.
- Ready to embrace self-employment and take ownership of their work.
- Seeking a future-ready, purpose-driven career that aligns with their values.
Q: How does AoLP ensure my success in the long term?
We support your journey every step of the way:
- You’ll join a vibrant, supportive community of peers and mentors.
- Regular training and CPD opportunities will keep your skills sharp and your services future-proof.
- You’ll have the freedom to scale your business, create passive income streams, and build a lasting legacy.
Q: What’s the cost of joining AoLP?
AoLP offers an affordable upfront cost for training and set-up. This small investment is typically recouped within the first two months of trading. Unlike traditional academies, there are no ongoing earnings clawbacks—your revenue is 100% yours.
Q: What are the next steps to join the AoLP?
Getting started is simple:
- Book a discovery call to discuss your goals and learn more about our approach.
- Complete your enrolment and start your personalised training programme.
- Launch your business with full support from the AoLP team and community.
Ready to Take the Next Step?
If you’re ready to transform your career and join a future-ready movement in financial planning, the Academy of Life Planning is here to support you every step of the way. Let’s create a career you’re proud of—one that inspires both you and your clients.
Choosing Your Career Path: AoLP vs. Alternative Academies
When deciding which career path is right for you, it’s essential to consider the values, structure, and long-term implications of each route. Here’s a clear comparison to help you make an informed decision:
1. Purpose and Focus
- AoLP:
The Academy of Life Planning focuses on helping people without selling financial products. As a Holistic Wealth Planner, your role centres on empowering clients with knowledge, guidance, and a transformative financial planning process. It’s purpose-driven work that aligns with your values and allows you to truly improve lives. - Alternative Academies:
Most other academies have a sales-driven approach. They train you to sell regulated financial products, such as investments or pensions, often under pressure to meet sales targets. While this can be lucrative, it may feel less fulfilling for those seeking a client-centred, advisory role.
2. Ownership and Independence
- AoLP:
From day one, you own 100% of your business, including all revenues, your client relationships, and your brand. There are no clawbacks, commission splits, or restrictions. Your income is entirely yours, and you’re free to scale your business in the way that suits you best. - Alternative Academies:
Often, your client book belongs to your employer or sponsoring firm for a period of years. In some cases, even after you’ve “graduated,” you may face restrictions on your earnings or find your independence limited.
3. Financial Considerations
- AoLP:
AoLP requires a modest upfront investment for training and business set-up. This cost is typically recouped by month two of trading, and all future revenues are yours. There are no hidden fees or long-term deductions. - Alternative Academies:
While many offer free or subsidised training, the costs are often recouped through significant earnings splits or clawbacks over time. These deductions can far exceed the initial cost of training and may impact your long-term financial independence.
4. Regulatory Burdens
- AoLP:
As a Holistic Wealth Planner, your work is not regulated by the FCA, saving you from the significant costs and stress of compliance. There’s no need for costly PI insurance, regulatory audits, or the liabilities associated with product advice. - Alternative Academies:
Most alternative academies prepare you for a regulated adviser role, which comes with strict FCA compliance requirements. This involves ongoing costs for professional indemnity insurance, audits, and the risk of liabilities from past advice or mis-selling claims.
5. Training and Support
- AoLP:
AoLP offers personalised training with one-to-one mentorship, monthly practice development meetings, and a comprehensive “business in a box” package. You’ll also join a supportive community of peers and have access to CPD masterclasses, forums, and exclusive tools. - Alternative Academies:
Training in alternative academies tends to focus on technical knowledge, with less emphasis on soft skills, business ownership, or personal branding. While they may offer mentoring, it’s often tied to meeting sales objectives rather than your holistic development.
6. Client Relationships and Market Trends
- AoLP:
AoLP positions you in a future-ready market where clients increasingly seek empowerment over delegation. Your focus is on building trust and delivering value, without the conflicts of interest that can arise from selling products. - Alternative Academies:
Before starting, you’re often asked to create and present a business plan. In many cases, this primarily involves listing family, friends, and acquaintances to whom you’ll be expected to sell products. However, the relationships you build through this process typically remain tied to the organisation, not to you, leaving you without ownership of your client base once your training is complete. The traditional sales-focused approach often targets wealthy delegators—a shrinking, highly competitive market. The trust issues stemming from past mis-selling scandals can also create barriers when building client relationships.
7. Work-Life Balance and Scalability
- AoLP:
AoLP promotes a flexible, work-from-anywhere model. Your business can generate passive income through knowledge-based services, allowing you to scale without being tied to trading time for money. It’s a career that feels less like work and offers unlimited growth potential. - Alternative Academies:
Many regulated adviser roles involve long hours, rigid structures, and a heavy reliance on active client meetings. Scaling can be challenging, as your income is often tied to the number of hours you work or the volume of products you sell.
Final Considerations
When choosing your path, ask yourself:
- Do you want to own your career and business, or work within someone else’s framework?
- Do you value independence and client trust over sales-driven targets?
- Are you ready to align your work with your values, creating a legacy you can be proud of?
The AoLP route is ideal for professionals who want to make a difference, work on their terms, and build a sustainable, purpose-led career. If you’re ready to leave behind the limitations of traditional financial advice and embrace a future-ready, empowering model, the Academy of Life Planning is here to support you every step of the way.
Academy of Life Planning 