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Welcome to the Academy of Life Planning Google Sheet
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This sheet provides a variety of tools and resources to help you with your financial planning. The tools include a prompt marketplace, a comprehensive financial education library, and example case studies.
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DocumentDescriptionLinks to Download Documents
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About the AcademyOne pager describing the services of the Academy of Life Planning, Spilsby.https://docs.google.com/document/d/1r9Ile22qWWGGnvJK0g2bZUtBBYzUuNCMWu253sHbVhw/edit?usp=sharing
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Governance Charter:The AoLP Governance Charter June 2025https://docs.google.com/document/d/14emWbLbqTQ6XzV5q7JczrJCnbRkZzG_g/edit?usp=sharing&ouid=109344511325103183202&rtpof=true&sd=true
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Consumer Protection NoticeThe Academy of Life Planning (AoLP) is committed to transparency, fairness, and consumer protection in all our services.https://drive.google.com/file/d/13qYGWsyuV0hu5GtzALPG8XK2fkrmdEHi/view?usp=sharing
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Welcome Packet:The Welcome Packet is sent to all new clients to introduce them to the service.https://drive.google.com/file/d/1mezrnVCQ0tGN2VoWb-9a3wlDnOeo6rnh/view?usp=sharing
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Terms & Conditions AoLPThese terms and conditions apply for professional members of AoLP.https://drive.google.com/file/d/1r23bbNyIrG4AULvrR0X9mBFqZb1KZaRp/view?usp=sharing
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Terms & Conditions FLCThese terms and conditions apply for personal clients of FLC.https://drive.google.com/file/d/18MA7sWpd8hRPgW6Cg4qzKMo4nL2nF_bj/view?usp=sharing
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FactfindShort AoLP Factfindhttps://drive.google.com/file/d/1UJMa0asINzbNQo_OBI6TdMolMWqguRmb/view?usp=sharing
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Website TermsThese are the terms of use for a website.https://drive.google.com/file/d/1JeCaf_WcHGZV34iIzwkiJYZ7eRHQbmtC/view?usp=sharing
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Privacy NoticeThis is a privacy notice.https://drive.google.com/file/d/1Y8ZUdUWnONx6Bn0sDHGJdlwofnb6FlxL/view?usp=sharing
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The Rule Book:The CMA Rule Book: Guiding Principles, Client Engagement, and Ethical Standards for Trusted Financial Planning https://drive.google.com/file/d/10ICe7yPFmG2l0vPY31Jck6UjL2f9Frfz/view?usp=sharing
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FCA "Two-Hat" RuleFCA Rules For Dual Regulated & Unregulated Roleshttps://drive.google.com/file/d/1fxIqA-eivLCkoNQV5LSCAEMJLjgkCIIP/view?usp=sharing
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Rules of ChivalryThe Knights of Aquarius Rules of Chivalryhttps://drive.google.com/file/d/1cj3FhLhfRHI4WRJCMktxLBN9dLuuQP9-/view?usp=sharing
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Startup Checklist:This is a start-up checklist for financial planners.https://drive.google.com/file/d/1XtYQZV7gT8UYh7ZyOps_qHEDA6DiOj1r/view?usp=sharing
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Total Wealth Planner QuizDo You Have What It Takes to Become a Total Wealth Planner?
Professional Diagnostic Assessment		https://aolp-totalwealthplanner.scoreapp.com
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Kokoro QuizPersonal balance scoreapphttps://planningmylife.scoreapp.com
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Financial Activation ScorecardWealth in every area of your life?https://hapnav.scoreapp.com
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The Game Plan Explained:Stand and Deliver Your Money and Your Life! This detailed document explains the Game Plan process. March 2026.https://drive.google.com/file/d/1cc3Px9yh2TUgCIHDM61wfZvtrjDrprmu/view?usp=sharing
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The Game Plan Brochure:This brochure provides an overview of the Game Plan.https://drive.google.com/file/d/1KRLbZYw5Ghp0vaGJFhVUewbMG--PvQAs/view?usp=sharing
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The Total Wealth Planner Brochure:This bochure provides an overview of the Financial Planner to Total Wealth Planner offering from AoLP.https://drive.google.com/file/d/1ZgXS5nu0Lz9GszsnbvgdlH5GibPS75Tx/view?usp=sharing
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The Elite Programme:This document explains the fast-track business in a box ready to go with full-accreditation in 12 weeks.https://drive.google.com/file/d/1SX7IdwmhkdumuloDeVqPmnyKb39XFXhT/view?usp=sharing
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What is a Total Wealth PlannerSales Aid Describing the different Financial Planners: Restricted, Independent, and Total. Total doesn't mean selling multiple products! It means planning the whole client.https://drive.google.com/file/d/1A1bYhIqY2Gn6USZeD4vSrj7DbS4neMMV/view?usp=sharing
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The Sponsorship ProgrammeAoLP Partnership and Sponsorship Proposal (Sep 2025)https://drive.google.com/file/d/1h9ZQapi1OD6hH41tr2zTTB46XxSkqIxD/view?usp=sharing
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Pre-Strategy Session QuestionnaireLoad up into Claude or OpenAI's Chat GPThttps://drive.google.com/file/d/1GXDV50mrSYn9sWDmlSTPZEqUs3GCw4GH/view?usp=sharing
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TXT file uploadhttps://drive.google.com/file/d/1ALiW_vKIjyPdyRrFhrwO6Zob0QhkwroR/view?usp=sharing
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HapNav Tech Spec:This is the latest HapNav Tech Spec (Nov 2024)https://drive.google.com/file/d/1ZGbPvKwRrCYJ4IhgIS8qbhaY6s3usB1F/view?usp=sharing
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HapNav planner pays set up videohttps://vimeo.com/812482923?share=copy
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Ikigai One PagerWhat are you good at, love to do, the world needs and will pay for.https://drive.google.com/file/d/1rsggKqBM3bqhUSFfmXvxLo3d16BkwNeL/view?usp=sharing
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Tech Stack Set Up:Website Briefing Document.https://docs.google.com/document/d/1A_uk8ahYDX3_ZbhcfOOXnqp9yC2Tacm2/edit?usp=sharing&ouid=109344511325103183202&rtpof=true&sd=true
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Branding Briefing Document.https://docs.google.com/document/d/1Iy23_Gn23DvAOJKrjK5XW_EbigitmV3g/edit?usp=sharing&ouid=109344511325103183202&rtpof=true&sd=true
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Guidance on VulnerabilityNavigating Life Planning with Vulnerable Clients: Best Practices for Life Plannershttps://academyoflifeplanning.blog/2024/06/09/navigating-life-planning-with-vulnerable-clients-best-practices-for-life-planners/
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Website:For more documents and information, visit our website.https://www.aolp.info/
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The Academy in a Mindmap:
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