The Academy of Life Planning
Build a professional Total Wealth Planning practice.
Train as an independent solopreneur using one ethical method, one proven process, and one client-centred plan.
Explore fit. Ask questions. No sales pressure.
Everything we teach is grounded in real practice — not theory, hype, or product sales.
This is for professionals who want to:
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build an independent, ethical planning practice
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work directly with clients — without selling products
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earn a living through clarity, judgement, and process
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operate as a confident solopreneur, not an employee
This is not for you if you’re looking for:
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financial-product distribution
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“get rich quick” coaching
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passive income schemes
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generic life-coaching certification
This clarity protects everyone’s time — including yours.
Become a Total Wealth Planner™
A Total Wealth Planner™ helps clients make confident decisions across:
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money and financial structure
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work, income, and career direction
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timing, trade-offs, and life transitions
You are trained to deliver one core outcome:
A clear, client-owned Total Wealth Plan.
No advice dependency. No product bias. Just disciplined planning.
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One ethical method. One proven process. One plan.
We train you to work using:
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The GAME Plan™ — a structured planning method clients can understand and own
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A repeatable client journey — clarity call → plan → review → optional support
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A product-free model — your income comes from planning, not commissions
This keeps your work clean, compliant, and scalable.
A clear path from enrolment to practice
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Free 15-minute clarity call
We explore your background, goals, and fit. -
Total Wealth Plan Experience (£297)
You complete your own Total Wealth Plan using the AI-powered GAME Plan, with a one-hour debrief. -
Choose your pathway
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DIY membership
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Peer-supported route
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Slow-track professional formation
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Fast-track launch programme
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You progress at a pace that fits your life and responsibilities.
Choose the level of support that suits you
Why Total Wealth Planning is growing
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Clients want clarity, not products
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Professionals want independence, not quotas
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Regulators are moving away from conflicted models
This is not a trend.
It’s a structural shift.
The Academy exists to prepare professionals for that reality.
Led by experience, not theory
The Academy is founded and led by Steve Conley, a Chartered Financial Planner with decades of experience across banking, regulation, and ethical planning.
The method you learn is the method he uses.
No franchising. No licensing hype. Just practice, refined.
Common questions, answered
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You don’t need to be FCA-authorised
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You don’t sell financial products
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You don’t need prior coaching qualifications
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You keep full independence over your practice
Everything is explained clearly before you commit.
Martin Turbin
(Chartered Financial Planner)
“A true trailblazer in non-intermediated financial advice, with a genuine passion for supporting advisers on their transition journey.”
Richard Johnston
(Chartered Financial Planner)
“An ideal choice for planners seeking growth grounded in integrity.”
