Welcome to the PlanHappy Lifestyle Financial Planning monthly subscription training course.

Accessing your course

This couldn’t be easier.

Simply work through each module as its released, watching the videos and reading the guides then complete the associated assessments where relevant.

Client booklets

Modules containing the client booklets will be released alongside the relevant course module, so that you can learn the theory and then put this into practice with your clients.

Webinars & Tutorial Videos

Each month you’ll also be able to sign up for a Masterclass webinar, which you can access on the webinar page link at the top right of this page. Here you’ll also find a range of bite-sized video tutorials, that you can watch at any time and that we’ll add to over time.