Imagine Being a Total Wealth Planner — With Total Wealth OS Beside You

You are sitting with a client. They are not here because they need a product. They are not here because they need someone to take over. They arrive because life has become complicated — a retirement decision, a business sale, a redundancy, an inheritance, a divorce, a fraud they are only beginning to understand, an … Continue reading Imagine Being a Total Wealth Planner — With Total Wealth OS Beside You →

The Academy of Life Planning: 2025 Review & Our Direction for 2026

From Improving the Old System to Building the New As 2025 comes to a close, it’s clear that this has not been a year of incremental growth for the Academy of Life Planning — it has been a year of structural change. Rather than scaling the old financial planning model, we made a conscious decision … Continue reading The Academy of Life Planning: 2025 Review & Our Direction for 2026 →

💠 Ethical AI and the Future of Financial Planning: What the ACCA–CISI Report Means for Academy Members

By Steve Conley, Founder – Academy of Life Planning Artificial Intelligence (AI) is no longer a futuristic concept — it is already embedded in the daily operations of finance, from automated compliance and client analytics to portfolio management and advice delivery. But with great automation comes great ethical responsibility. Last week, the Association of Chartered … Continue reading 💠 Ethical AI and the Future of Financial Planning: What the ACCA–CISI Report Means for Academy Members →

Your Path to Profit as an Academy Member

From your first affiliate link to running your own full-service practice — here’s how you can earn income while serving clients with integrity. You’ve joined the Academy of Life Planning because you believe in ethical, human-first financial planning. But how do you turn that passion into income? This guide shows you three simple, progressive ways … Continue reading Your Path to Profit as an Academy Member →

🌿 The Connect & Contribute Referral Programme

🌿 The Connect & Contribute Referral Programme A New Way to Grow Your Practice—And Support the Movement Welcome, Planner! At the Academy of Life Planning, we believe in shared success. That’s why we’re excited to introduce Connect & Contribute—our new referral programme that connects values-aligned practitioners like you with individuals actively seeking holistic financial guidance. This is more … Continue reading 🌿 The Connect & Contribute Referral Programme →

The Game Plan Evolution: CPD Masterclass Series (Season 2)

Building on the success of last year's programme, the Academy of Life Planning is delighted to announce the launch of Season 2 of our Continuous Professional Development Masterclass Programme for 2025. This series, titled "The Game Plan Evolution," is designed to further empower financial planners with the skills and insights needed to excel in an … Continue reading The Game Plan Evolution: CPD Masterclass Series (Season 2) →