As Consumer Duty regulations reshape the financial advice landscape, regulated firms are increasingly narrowing their focus to serve wealthier clients. While this realignment improves profitability and compliance, it also deepens the advice gap — leaving many prospective clients underserved.
But what if you could still support these individuals and create a new revenue stream for your firm? Enter the Academy of Life Planning Affiliate Programme — a win-win solution that empowers clients to take control of their financial futures, while allowing your firm to generate passive income through purposeful engagement.
The Shifting Landscape: From Delegation to Empowerment
Under FCA rules, firms are reassessing value propositions and pricing. Many are limiting full-service regulated advice to clients above certain thresholds, pushing others toward “targeted support” — often little more than product promotion.
But this overlooks a fundamental truth: 90% of people, 90% of the time can manage their own finances with the right tools and support. They only need personalised advice in moments of change, stress, or complexity.
By offering these clients a credible, structured self-directed planning solution — one that focuses on empowerment rather than product sales — you provide real value, in line with Consumer Duty expectations.
The Scalable Economics of Self-Directed Planning
Traditional financial advice is high-touch and high-cost. But with one-to-many (“done-with-you”) and none-to-many (“done-by-you”) models, a single planner can serve hundreds of clients at a fraction of the cost. It’s an opportunity to serve those falling through the net while ensuring your firm remains profitable and compliant.
The Academy of Life Planning provides exactly that: a complete solution that you can refer clients into — or deliver yourself — with minimal overhead and maximum impact.
Introducing the GAME Plan Practitioner Programme
At the core of the Academy offering is the GAME Plan Practitioner Programme — a 12-month, self-paced, accredited course that helps individuals become their own financial planners, or train to support others as holistic wealth planners.
What Clients Receive:
- 12 structured modules covering Goals, Actions, Means & Execution
- Over 40 hours of expert-led video content
- Hundreds of practical tools, templates, and exercises
- Accreditation as a GAME Plan Practitioner
- Access to exclusive tools like HapNav and MoneyFitt
- Bottomless email support from experienced mentors
- 28+ hours of CPD masterclasses and workbooks
This is more than financial education — it’s a life planning transformation that empowers individuals to align money with meaning.
Generate Income with Purpose: Become an Affiliate
As an affiliate, your firm can:
- Extend support to underserved clients
- Align with a values-based, future-ready movement
- Offer a cost-effective, proven alternative to regulated advice
- Earn income while you sleep
💸 Here’s How It Works:
- Earn £59 per GAME Plan sale
- Share our exclusive £100 discount code (WHOLESALE100) to incentivise uptake
- Support people you can’t serve under your current model — while earning passive income
Example: 📧 If you have a mailing list of 2,000 and just 3% convert, that’s £2,950 in income — for sharing a course that genuinely transforms lives.
You’ll also earn 20% commission on any other purchase through your link — including high-ticket items like the Elite Planner Accelerator (£5,000 = £1,000 commission).
Your Marketing Kit Includes:
- ✅ Pre-written promotional email
- ✅ Social media ad text
- ✅ Square image for Instagram/Facebook
- ✅ LinkedIn carousel post
🎁 Everything you need to promote with confidence
🕒 Affiliate opportunity available until 30 June 2025 (with potential extension)
Serve More. Earn More. Make a Bigger Impact.
Becoming an Academy affiliate is more than a commercial opportunity — it’s a mission-aligned strategy to empower clients, support underserved communities, and future-proof your business.
Whether you’re a regulated firm looking to offer more for less, or a planner seeking new streams of purpose-led income — this is your moment.
🌍 Make an impact. Earn an income. Empower a movement.
👉 Start today at www.aolp.info
Your Money or Your Life
Unmask the highway robbers – Enjoy wealth in every area of your life!
By Steve Conley. Available on Amazon. Visit www.steve.conley.co.uk to find out more.
Academy of Life Planning 