PlanHappy Academy – Comprehensive Financial Planning Training.

It’s all online ready to access wherever and whenever you choose…

Welcome to the Academy

Whether you’re a financial planner, adviser, work in client services, compliance or paraplanning there’s content in here to help you develop in your role or develop your business.

The cornerstone of the PlanHappy Academy is the Core Client Process that shows exactly HOW to deliver a fantastic Lifestyle Financial Planning service and how that can help you, your business and most importantly your clients.

There’s lots more great content coming soon on the other areas you need for a successful business.

PlanHappy Core Client Process

End-to-end, step-by-step Lifestyle Financial Planning service you can install in your business immediately.

Coaching & Presentation skills

Proven techniques to improve your coaching performance, build trust and engage even more clients.

Marketing & Lead Generation

How to generate leads for your business. Understand the methods needed to get more clients knocking on your door.

Pricing & Commercials

How to pitch and price your service – Know when, what and how much to charge to ensure your clients buy into you and your service.

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