How to become an accredited Total Wealth Planner

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 … Continue reading How to become an accredited Total Wealth Planner →

Are you ready to build a whole-person planning practice?

A new practice does not always begin with a new qualification. Sometimes it begins with a different idea of what your qualifications are for. Many professionals have spent years becoming good at the work. They can analyse complex situations, explain trade-offs and help people make consequential decisions. Yet the structure around them often defines their … Continue reading Are you ready to build a whole-person planning practice? →