The Game Plan Evolution: CPD Masterclass Series (Season 2)

Building on the success of last year’s programme, the Academy of Life Planning is delighted to announce the launch of Season 2 of our Continuous Professional Development Masterclass Programme for 2025. This series, titled “The Game Plan Evolution,” is designed to further empower financial planners with the skills and insights needed to excel in an ever-evolving industry.

What is “The Game Plan Evolution”?

“The Game Plan Evolution” is a comprehensive series of masterclasses aimed at enhancing your professional development. Our mission is to revolutionise financial planning by promoting transparency, integrity, and accessibility, and this programme is a pivotal step towards that goal.

Key Features of the Programme:

• Flexible Learning: Engage in a blend of online and in-person sessions tailored to fit your schedule, ensuring a seamless balance between professional development and personal commitments.
• Expert Guidance: Learn from industry leaders who are passionate about fostering sustainable livelihoods and challenging the status quo in financial planning.
• Holistic Approach: Integrate social, environmental, and spiritual well-being into your financial planning practice, creating a lasting impact for your clients.
• Community Support: Join a collaborative network of like-minded professionals dedicated to combating financial exploitation and reducing global poverty.

Schedule of Masterclasses:

The programme is structured to provide in-depth knowledge and practical skills across various aspects of financial planning. Each masterclass is designed to build upon the previous one, ensuring a cohesive learning experience.

Why Enrol in “The Game Plan Evolution”?

By participating in this programme, you’ll gain:

• Enhanced Expertise: Develop a deeper understanding of holistic financial planning, enabling you to provide more comprehensive and meaningful advice to your clients.
• Increased Credibility: Earn a respected certification that showcases your commitment to ethical and transparent financial planning practices.
• Personal Growth: Achieve ‘Kokoro’—a balanced life enriched with financial security, emotional fulfilment, intellectual growth, and spiritual abundance.

How to Get Started:

Enrolling in “The Game Plan Evolution” is straightforward and accessible. Visit our website at www.aolp.info/the-game-plan-evolution to find detailed information about the programme, including the curriculum, schedule, and enrolment process.

Join Us in Transforming Financial Planning

At the Academy of Life Planning, we believe that true financial planning goes beyond numbers; it’s about empowering individuals to lead fulfilling lives. “The Game Plan Evolution” is your opportunity to be part of this transformative movement.

Take the next step in your professional journey and make a lasting impact. Enrol in “The Game Plan Evolution” today and become a catalyst for positive change in the world of financial planning.

For any questions or further assistance, please don’t hesitate to contact us. We’re here to support you every step of the way.

Let’s build a future where financial planning is synonymous with integrity, transparency, and holistic well-being.

2025 Academy of Life Planning Event Summary: Empowering Your Practice and Purpose

Step into 2025 with renewed focus and confidence through the Academy of Life Planning’s Game Plan Event Series. Designed to provide practical tools and innovative strategies, this masterclass schedule empowers financial planners to grow their practices while making a meaningful impact. Each session, led by Steve Conley, offers actionable insights, inspiring ideas, and the skills to create lasting change for clients.

Why Join These Masterclasses?

These sessions are more than professional development—they’re an opportunity to expand your expertise, build confidence, and align your practice with your values. Whether you’re looking to deepen your knowledge, embrace holistic financial planning, or connect with like-minded professionals, this programme is your gateway to transformative growth.

Highlights of the 2025 Schedule

1. 14 January – The Evolution Expert: Unlocking Human Potential: Explore Evolutionary Coaching principles to guide clients through the stages of psychological development, fostering self-awareness and aligning with their higher purpose.
2. 6 February – The Profit Planner: Building a Roadmap to the Future: Create actionable business plans that transform your clients’ dreams into measurable milestones using practical frameworks for financial clarity and sustainability.
3. 4 March – The Eudaimonia Architect: Finding True Fulfilment: Shift focus from short-term goals to a purposeful life by connecting clients’ aspirations to their core values, enabling a legacy of lasting significance.
4. 27 March – The Hero’s Guide: A Blueprint for Transformation: Learn to apply Joseph Campbell’s Hero’s Journey to empower clients to overcome challenges and achieve profound personal growth.
5. 15 April – The Subconscious Specialist: Turning Dreams into Reality: Unlock the power of the subconscious to inspire clients to reprogramme limiting beliefs and align actions with their ideal future.
6. 13 May – The Prisca Theologian: Discovering Universal Wisdom: Embrace insights from global spiritual traditions to craft holistic life plans that integrate emotional, intellectual, and financial well-being.
7. 10 June – The Contemplative Consultant: Embarking on The Great Journey: Use mindfulness and reflection to guide clients through challenges, helping them find clarity, resilience, and purpose.
8. 8 July – The Perimeter Prefect: Redefining Financial Planning: Operate confidently outside the regulatory perimeter with education-focused strategies that prioritise client empowerment over sales.
9. 5 August – The Cycle Coach: Planning in Harmony with Life’s Elements: Apply the Productive Cycle framework to put clients’ life goals at the centre of financial planning, inspiring balance and fulfilment.
10. 2 September – The M-POWER Mentor: Taking Control of Financial Futures: Equip clients with knowledge and tools to manage their finances confidently, fostering independence and empowerment.
11. 25 September – The Comfy Consumer: Balancing Well-Being and Consumption: Help clients find the optimal balance between financial security, meaningful spending, and impactful contributions.
12. 14 October – The Divine Designer: Discovering Your True Self: Guide clients in peeling back the veils of ego and materialism to uncover their deeper purpose and live authentically.
13. 11 November – The Detox Executor: Elevating Mind, Body, Heart, and Spirit: Introduce a holistic framework for achieving balance and well-being across all areas of life—physical, mental, emotional, and spiritual.
14. 9 December – The Lead Generator: Expanding Your Client Base: Discover effective, authentic lead-generation strategies to grow your practice while building trust and meaningful relationships.

Flexible Learning Options

Join the Academy as a member today to secure your spot and gain exclusive access to all upcoming sessions. Keep an eye on our Weekly Waffle newsletter for your personalised invitations and updates—your journey to success starts here!

Achieve Your 2025 Goals

Join us for these transformative sessions and take your practice to new heights. With a focus on holistic planning and ethical transparency, 2025 is your year to make a difference.

Read More.

Book your place today and start the journey towards a more impactful, balanced, and successful practice. Together, let’s redefine financial planning for the future.