Joining the PlanHappy Lifestyle Financial Planning Academy is easy – simply choose the membership option below. You can upgrade from the Free Trial to full membership at any time.

There is no lock in period or cancellation charge – simply subscribe for as long as you feel you are getting value. You can cancel at anytime with no more to pay.

Academy Memberships

Free Trial

Free

For 30 days!

  • A taster of the comprehensive end-to-end Lifestyle financial Planning process with Step-by-step walkthrough for each client meeting.
  • Previews of the first 25 modules.
  • Video Guides for each module with accompanying Document Guide  and Online Self Assessments to check your understanding.
  • Access to a selection of recordings of previous Q&A Masterclasses
  • Access to Private Members Facebook group for discussion and support
  • Not just the WHY, but the HOW!
  • No card details required – just sign in
  • FREE for 30 days

 

Full Membership

£147 per month

Including VAT

  • A comprehensive end-to-end Lifestyle financial Planning process with Step-by-step walkthrough for each client meeting.
  • Over 120 modules explaining each step in detail across seven process stages.
  • Modules released weekly in bite sized chunks to allow you to learn at your own pace.
  • Video Guides for each module with accompanying Document Guide  and Online Self Assessments to check your understanding.
  • Bespoke Lifestyle Financial Planning Report Templates to present to your clients.
  • Modules covering the Core Client LFP process, Marketing & Lead Generation, How to Price Your Service, Estate Planning, Business Skills, Coaching & Presentation Skills and much more (everything you need to supercharge your business!)
  • Weekly online live Q&A Masterclass Webinar with Neil and other PlanHappy experts
  • Access to Private Members Facebook group for discussion and support
  • Not just the WHY, but the HOW!
  • Cancel at any time

 

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