Tag: mentorship

Case Study: When Compliance Goes Wrong — How the Academy of Life Planning Stepped In to Restore Fairness and Professional Standards

A true story (with identifiers removed) illustrating why conduct supervision and mentorship matter — both inside and outside the FCA perimeter. 1. The Background: From Adviser to Empowered Planner After years working in a traditional financial-advice firm, one planner decided to take a bold step: to leave the world of product intermediation and build a … Continue reading Case Study: When Compliance Goes Wrong — How the Academy of Life Planning Stepped In to Restore Fairness and Professional Standards →

🚀 Elevating Academy Membership to Professional Status! 🚀

At the Academy of Life Planning, we’re proud to announce that 9 out of 10 of our members are qualified to competent adviser status (Level 4), and 3 out of 4 have achieved Chartered status or beyond (Level 6+). This might come as a surprise to those who once viewed us as a community of … Continue reading 🚀 Elevating Academy Membership to Professional Status! 🚀 →