The Academy of Life Planning
Become an Accredited Total Wealth Planner in 12 Weeks or 12 Months
A guided professional transition pathway for financial advisers and professionals who want to move from product-led advice into a done-by-you + done-with-you Hybrid Total Wealth Planning model.
Explore fit. Ask questions. No sales pressure. If it’s not right for you, we’ll say so.
This Pathway Is for You If You Want To:
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Become an accredited Total Wealth Planner
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Transition away from product-led advice
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Build a done-by-you + done-with-you hybrid practice
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Work directly with clients using a clear, ethical method
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Earn a living through judgement, clarity, and process
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Operate as a confident solopreneur, not an employee
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Future-proof your career in a post-commission world
This Pathway 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
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A franchise or scripted sales model
This clarity protects everyone’s time — including yours.
What Is a Total Wealth Planner™?
A Total Wealth Planner is a modern professional who integrates:
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Human capital
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Financial capital
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Life planning
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AI-powered planning tools
to help 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 disciplined outcome:
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A clear, client-owned Total Wealth Plan.
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No advice dependency.
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No product bias.
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Just structured planning.
You don’t just learn a method.
You become an accredited GAME Plan Practitioner operating a hybrid planning model.
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One Ethical Method. One Proven Process. One Professional Standard.
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
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A formal accreditation pathway — GAME Plan Practitioner status
This keeps your work:
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Clean
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Compliant
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Client-centred
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Scalable
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Professionally credible
Your Pathway Into Total Wealth Planning
Step 1 — Discovery Call (Free)
We explore your background, goals, and fit.
Step 2 — Total Wealth Plan Experience (£297)
You complete your own Total Wealth Plan using the AI GAME Plan, with a one-hour debrief.
Step 3 — Choose Your Pathway
Fast-Track Pathway (12 Weeks)
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Accreditation in 12 weeks
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High-intensity mentorship
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Front-loaded execution support
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Priority access
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Live offer launch
Apply for Fast-Track
Standard Pathway (12 Months)
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Accreditation in 12 months
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Monthly mentorship cadence
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Full access to tools and community
Apply for Standard Pathway
Most serious transitioners choose the Fast-Track.
Two Pathways.
One Professional Destination.
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
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AI is shifting agency from experts to clients
This is not a trend.
It’s a structural shift.
The Academy exists to prepare professionals for that reality — with a formal transition pathway into a new professional identity.
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.”
