Four pathways. One purpose: helping people take ownership of their lives and financial decisions.
By Steve Conley | Academy of Life Planning
People can access more financial information than ever. They can ask AI to explain a pension, organise their records or explore a planning question.
What they still need is the capability to connect that information to the life they want to live.
That changes the professional opportunity.
The planner of the future will not be the client’s operating system. They will help the client operate one.
At the Academy of Life Planning, our accreditation pathways prepare you for that role: a Total Wealth Planner who helps people understand their situation, examine choices and take informed action while retaining ownership of their decisions.
What does a Total Wealth Planner do?
Total wealth planning begins with the whole person: their purpose, health, relationships, capabilities, work and financial resources.
The question is wider than “What should you do with your money?”
It asks: “What do you want your life to make possible—and what resources could help you get there?”
Our approach combines three elements:
- GAME Plan™: Goals, Actions, Means and Execution—a method for connecting what matters to practical action.
- Academy OS: the person-owned operating system that helps individuals organise information, explore choices and maintain their living plan.
- Human support: perspective, challenge and expertise when the person needs it.
The individual remains in control. Your contribution helps them become more capable of operating their own plan.
Start with the complete training collection
The Academy Complete Programme Selection brings all nine online training programmes together for a one-time payment of £595, with lifetime access to the collection.
It includes:
- Academy OS Foundations;
- the four GAME Plan™ Practitioner programmes: Goal Setting, Action Planning, Means Management and Execution Coaching;
- GAME Plan Masterclass Series 1 and Series 2;
- The Goliathon Masterclass; and
- The Rebuild & Thrive Masterclass.
The collection includes the remote learning pathway to GAME Plan Practitioner accreditation. Academy OS Foundations develops your understanding of agency-led human–AI planning; the practitioner programmes help you apply the GAME Plan method.
Buying access is the beginning of the learning process. Accreditation follows successful completion of the applicable accreditation requirements.
You can purchase the collection independently or choose a pathway that adds community support, professional group learning or personal mentorship.
Choose the support that suits you
People learn differently. Some want intensive individual training. Others want monthly guidance, a professional community or the freedom to study independently.
Our four Total Wealth Planner accreditation pathways reflect those differences.
Fast Track — £3,495
Personal training. Accelerated progress.
Work individually with me towards accreditation within 90 days, followed by nine months of mentorship to help embed your learning and develop your practice.
Fast Track includes:
- lifetime access to the complete online training collection;
- six 90-minute one-to-one accreditation sessions;
- nine monthly mentorship sessions in months 4–12;
- a pre-designed website template; and
- 12 months of Practice Management Circle membership.
Choose this route if you want concentrated individual tuition and personal support as you move into practice.
Standard Track — £2,495
Independent learning. Personal mentorship.
Study the complete online training collection with twelve monthly one-to-one mentorship sessions with me across months 1–12.
Standard Track includes:
- lifetime access to the complete online training collection;
- twelve monthly personal mentorship sessions;
- a pre-designed website template; and
- 12 months of Practice Management Circle membership.
Choose this route if you want regular individual guidance and time to apply what you learn between conversations.
Peer Track — £1,590
Independent learning. Professional community.
Combine the £595 complete training collection with one year of Practice Management Circle membership at £995.
PMC provides live group learning, practice development, case discussion, peer challenge, professional community and access to masterclasses and recordings. It also includes Academy Membership.
Choose this route if you are comfortable studying independently and value learning alongside other practitioners as you build your practice.
Training is paid for once, with lifetime access. Continuing PMC membership costs £995 a year if retained.
Remote Track — £840
Learn at your pace. Ask for support when needed.
Combine the £595 complete training collection with one year of Academy Membership at £245.
Academy Membership provides community support, email Q&A, learning resources and video channels. It is open to people with a personal or professional interest in the Academy, including those who are not actively running a Total Wealth Planning practice. Live sessions are not included.
Choose this route if you prefer independent study with a community to stay connected to and support when questions arise.
Training is paid for once, with lifetime access. Continuing Academy Membership costs £245 a year if retained.
Compare the pathways
| Pathway | Initial price | Human support included |
|---|---|---|
| Fast Track | £3,495 | Six 90-minute accreditation sessions, nine monthly mentorship sessions in months 4–12 and 12 months of PMC |
| Standard Track | £2,495 | Twelve monthly mentorship sessions in months 1–12 and 12 months of PMC |
| Peer Track | £1,590 | 12 months of PMC, including Academy Membership |
| Remote Track | £840 | 12 months of Academy Membership; excludes live sessions |
Every pathway includes lifetime access to the Academy Complete Programme Selection. Fast and Standard also include a pre-designed website template. Their initial prices cover the first 12 months of the stated human support.
Already accredited?
Existing accredited GAME Plan Practitioners and Total Wealth Planners can purchase lifetime access to the Academy Complete Programme Selection for £595.
Use it to refresh your knowledge, develop your Academy OS practice and revisit the training whenever it is useful. You do not need to buy another supported pathway simply to access the collection.
Training and app access are separate
The training collection teaches you how to use the methods and operating model. Academy OS membership apps have a separate £4.99 monthly support subscription, contributing towards maintenance and the AI tokens that power the tools.
This subscription is separate from Academy Membership. My Life Record remains free.
Subscribe to Academy OS through My Life Record.
Your next step
Choose the level of support that will help you learn, apply and develop your practice. Accreditation depends on successful completion of the requirements; the pathway determines how you are supported along the way.
Explore the pathways and enrol.
If you would like to discuss which route fits your experience and goals, book a 50-minute Strategy Zoom Meeting for £50 through our website.
The purpose of becoming a Total Wealth Planner is to help people build lives they can understand, shape and own.
Agency before advice. Capability beyond the conversation.
