Join the Academy of Life Planning’s ELITE Programme: Your Path to Becoming a Self-Employed Holistic Wealth Planner

Are you ready to transform your career and step into a future where you’re in control of your own financial planning practice? The Academy of Life Planning’s ELITE Programme is designed for financial coaches, advisers, and planners who are looking to become self-employed Holistic Wealth Planners. With a focus on both financial and human capital, this programme offers an empowering alternative to the traditional financial advice route.

What You Get in Year One

For less than ￡4,000, you’ll receive world-class training and mentorship over 12 months, starting with an intensive 12-week course that leads to your accreditation as a Game Plan Practitioner. Upon completing this training, you’ll earn the Holistic Wealth Planner qualification, setting you on the path to an impactful, client-centred career.

The programme includes:

• One-to-one mentorship: 12 months of monthly practice development sessions tailored to help you build and grow your business.
• Membership in the Academy: Full access to our tools, community, and ongoing support, keeping you connected and well-resourced.
• Your own branded website and e-commerce shop: Launch your practice with a professional online presence, complete with a CRM, VOD channel, booking system, and more.

The tech stack comes with an additional support fee of ￡150 per month from launch to full ownership, offering you a cost-effective way to establish your brand.

Beyond Year One

In your second year, membership fees drop to just ￡19 per month, with flexible mentorship options available depending on the frequency of sessions you need. Monthly mentorship costs from an additional ￡100 per session if you choose to continue. The best part? All fees earned are paid directly to you—there are no deductions, and we don’t retain any of your earnings.

No Leads, But a Go-to-Market Strategy

Unlike other programmes that promise leads (but often under-deliver), the Academy provides you with a personalised go-to-market strategy tailored to your unique strengths and market. This approach empowers you to build a business around your values and skills, with full control over how you operate.

Preferred Entry Level: QCF Level 4

While our programme is open to a range of financial professionals, we recommend that participants hold a QCF Level 4 financial qualification to get the most out of the training.

Compare to the Traditional Adviser Route

Consider this: M&G Wealth, a well-known player in the financial advice industry, recently announced that it will increase the proportion of income it retains from its advisers—up to 50% from 2025. Although their 14-month training promises 100 leads in the first year, these leads are not guaranteed to turn into clients, and advisers are tied into long-term agreements, often without seeing significant earnings early on.

With the Academy of Life Planning, you own 100% of your earnings from the start. There are no lock-in periods, and you can cancel anytime if you feel the programme isn’t for you. Our approach is transparent, client-centred, and designed for professionals who want to build meaningful, long-term relationships with their clients—without being tied to product sales or commissions.

Why Choose the Academy of Life Planning?

• Flexibility and autonomy: You’re in control of your career. Build a practice that aligns with your values and serves your clients holistically.
• Transparent fees: All income goes directly to you, and you have the freedom to scale your business without worrying about deductions.
• Tailored mentorship and support: Get the guidance you need to succeed in your career as a Holistic Wealth Planner, with ongoing access to tools, a community of like-minded professionals, and one-to-one coaching.

If you’re looking for a career where you own your success, not just your practice, the Academy of Life Planning’s ELITE Programme is the perfect next step.

Ready to take control of your future? Join us today and start building the business of your dreams.

For further information:

1. Visit our website here .
2. Download the Elite brochure here .

Regulatory Note:

At the Academy of Life Planning, we focus on providing holistic financial planning services that are centred around generic advice and guidance. Since we don’t distribute financial products or give advice on specific investments, our members do not need to register with the Financial Conduct Authority (FCA). While our members are professional and registered with recognised professional bodies, they are not conducting FCA-regulated activities.

Instead, our services are governed by UK consumer protection laws, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. We are regulated by the Competition and Markets Authority (CMA), not the FCA, because our planning services do not involve specific investment recommendations or regulated activities under Section 22 of the Financial Services and Markets Act 2000.

We don’t arrange or bring about deals, make arrangements for transactions, or provide instructions related to any investment business. Additionally, we do not offer advice on debt liquidation. Our financial planning services are stand-alone, designed to empower you to make informed decisions about your finances. Should you require financial products, you’re free to access them directly from the market or through licensed intermediaries.

If you’re looking for specific recommendations on investment products, we recommend consulting a licensed investment adviser. Our role is to help you plan and align your finances with your life goals, giving you clarity and confidence in your financial journey.

We’re here to support you in building a brighter financial future, providing trustworthy and transparent services that put your needs first.

Questions & Answers

Q: What is the ELITE Programme, and who is it for?

A: The ELITE Programme is a comprehensive career development programme designed for financial coaches, advisers, and planners who want to transition to self-employment as a Holistic Wealth Planner. It’s ideal for professionals who are passionate about financial planning that focuses not just on financial capital but on the whole person—aligning finances with life goals, values, and well-being. If you’re ready to take control of your career and build your own practice, this programme is for you!

Q: What do I receive in the first year of the ELITE Programme?

A: In the first year, you get:

• Training and accreditation as a Game Plan Practitioner within 12 weeks, leading to your Holistic Wealth Planner qualification.
• 12 months of mentorship, with monthly one-to-one practice development coaching.
• Membership to the Academy of Life Planning, which includes tools, resources, community access, and ongoing support.
• Your own personalised and branded website, e-commerce shop, CRM, VOD channel, blog, forum, and booking system.

For less than ￡4,000, you’ll have everything you need to start your journey as a self-employed Holistic Wealth Planner.

Q: What makes the ELITE Programme different from other financial adviser academies?

A: Unlike other academies, we offer complete ownership of your earnings—no fees are retained by the Academy. You are in full control of your business and income, with no lock-in contracts. While some programmes may promise leads but take a percentage of your income, we focus on providing you with a personalised go-to-market strategy, so you can build long-term relationships and grow your business authentically. Plus, there are no long-term tie-ins; you can cancel anytime.

Q: Do I need any qualifications to join the ELITE Programme?

A: While we recommend participants hold a QCF Level 4 financial qualification, we welcome anyone who has a passion for holistic financial planning and is ready to take the next step in their career. If you have the right mindset and commitment, the ELITE Programme will provide you with the tools and support you need to succeed.

Q: Is there a membership fee after the first year?

A: Yes, from the second year onwards, membership to the Academy is only ￡19 per month, which gives you continued access to tools, support, and our professional community. You also have the option to continue monthly mentorship from an additional ￡100 per month, tailored to help you grow your practice even further.

Q: Does the Academy provide leads?

A: No, we don’t provide leads. Instead, we equip you with a personalised go-to-market strategy tailored to your skills and strengths, empowering you to build your client base. While other programmes may offer leads, these often don’t result in meaningful, long-term client relationships. We believe in giving you the tools to create a sustainable, client-centred practice from day one.

Q: How does the ELITE Programme compare to traditional financial adviser roles?

A: Many traditional adviser roles, like those in the M&G Wealth Academy, retain a large portion of the income generated from clients—up to 50% in some cases. These academies often require long-term commitments and charge for additional services, like marketing or office supplies. In contrast, with the ELITE Programme, you keep 100% of your earnings and have the flexibility to cancel at any time. There’s no tie-in, and all the tools and resources you need are yours to use and personalise.

Q: What is included in the tech stack?

A: The tech stack includes a fully personalised and branded website, e-commerce shop, CRM, VOD channel, blog, booking system, and more. This technology is designed to help you run your business smoothly and efficiently from day one. The support fee for the tech stack is ￡150 per month after launch until you take over ownership, ensuring you have everything you need to manage your practice.

Q: Can I cancel at any time?

A: Yes, you can cancel the ELITE Programme at any time. We believe in offering a flexible, no-tie-in solution because we understand that circumstances can change. Your success is our priority, and we want you to feel empowered and in control of your career every step of the way.

Q: How do I get started with the ELITE Programme?

A: It’s easy! Just visit the Academy of Life Planning website and book an initial consultation to discuss your goals and how the ELITE Programme can support your transition to a Holistic Wealth Planner. From there, we’ll guide you through the next steps and set you on your journey to a fulfilling, self-employed career.

Q: If I have debts, can I still start a Holistic Financial Planning business?

A: Yes, absolutely! Having debts doesn’t prevent you from starting a Holistic Financial Planning business. Your current financial situation, including any debts from previous employment, doesn’t need to be fully resolved before you begin this new career. In fact, our programme is designed to support you in building a sustainable business while offering flexibility and guidance as you work towards your financial goals.

At the Academy of Life Planning, we understand that life circumstances can vary, and we’re here to help you succeed no matter where you’re starting from. With the right planning, focus, and support, you can grow a thriving business while working towards financial freedom.