The Holistic Wealth Planner (HWP) pathway is designed for professionals who want to redefine financial planning for the 21st century.
Unlike product-driven advice, Holistic Wealth Planning is client-centred, transparent, and empowerment-focused, equipping you to help people align their money with their values, purpose, and well-being.
As a Holistic Wealth Planner, you’ll gain the skills, tools, and community to:
- Apply a robust and repeatable planning framework that puts life before money.
- Deliver a pure, product-free proposition that builds trust and long-term client relationships.
- Evidence and document decisions transparently, reducing compliance and reputational risk.
- Inspire client confidence that you can guide them to achieve their life goals.
- Deepen relationships that often lead to referrals and lasting impact in your community.
Holistic Wealth Planners aren’t advisers—they are change-makers building the future of financial planning.
How to become a Holistic Wealth Planner
To earn recognition as a Holistic Wealth Planner professional, you’ll complete a pathway built on four pillars:
1. Entry requirements
The Academy of Life Planning welcomes:
- Qualified financial advisers seeking to pivot from sales-driven advice to holistic planning.
- Career changers with people-focused backgrounds (e.g. coaching, teaching, management, community leadership).
- Values-driven professionals ready to build a business model that prioritises people over products.
No FCA permissions are required to practice Holistic Wealth Planning, since it is planning, not product intermediation.
2. Education & Learning
You’ll be introduced to:
- The GAME Plan™ framework (Goals, Actions, Means, Execution) – a universal planning cycle rooted in ancient wisdom and modern practice.
- Human, social, and natural capital methods to complement traditional financial capital.
- The Significant S.T.O.R.I.E.S. System™ – a structured approach to uncover client values and priorities.
- Practical Notion-based toolkits to deliver plans consistently and efficiently.
Learning is modular and accessible, blending self-study, group workshops, and mentoring.
3. Ethics & Philosophy
Holistic Wealth Planners commit to the AoLP Code of Integrity, ensuring:
- Transparency in fees and process.
- Zero product bias or hidden incentives.
- Client empowerment as the ultimate measure of success.
This ethical foundation positions you as a trusted guide in an industry often criticised for opacity.
4. Experience & Practice
Through mentoring and peer practice you will:
- Apply frameworks in real-world client scenarios.
- Develop skills in coaching, listening, and guiding life transitions.
- Build a planning business aligned to your lifestyle and values.
By the time you complete the programme, you’ll have a proven model to attract clients, deliver value, and grow sustainably.
Getting started
Are you ready to become a Holistic Wealth Planner?
Choose the path that matches your background:
- I am a financial adviser looking to transition from products to planning.
- I am a career changer seeking a purposeful profession.
- I am already practising in coaching or consulting and want to integrate financial life planning.
Our resources & support
When you join the Academy of Life Planning, you gain access to:
- Workbooks & templates to structure your client process.
- Mentoring sessions with experienced Holistic Wealth Planners.
- Peer community groups to share insights and referrals.
- Workshops & masterclasses on practice-building and empowerment tools.
Apply to become a Holistic Wealth Planner professional
Once you complete the training and mentoring, you’ll receive recognition as a GAME Plan Practitioner™ and be invited to join our global community of Holistic Wealth Planners.
Membership is renewed annually and includes access to continuous learning, peer support, and the latest empowerment tools.
👉 Apply today and start your journey towards becoming a Holistic Wealth Planner.
Frequently Asked Questions
Is this the same as becoming a regulated adviser? No. Holistic Wealth Planning is advice-free and product-free. You may choose to partner with regulated advisers, but your core role is planning, not product sales.
How long does it take to qualify? Most planners complete the pathway in 90 days, with ongoing mentorship as they establish their practice.
Do I need prior financial qualifications?
Not necessarily. What matters most is your ability to listen, guide, and empower clients. Many of our most successful planners came from outside finance, bringing coaching, teaching, and people-focused skills into their practice.
That said, a poll of our members revealed that 95% hold financial qualifications at QCA Level 4 or above, and 75% at Level 6 or above. This reflects the professional calibre of our community and demonstrates how highly financial expertise is valued within Holistic Wealth Planning.
In short: you don’t need prior financial qualifications to start, but if you have them, you’ll find yourself in excellent company.
🔑 From extraction to empowerment: This is your chance to join a profession that changes lives—yours and your clients’.
Academy of Life Planning 