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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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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:These terms and conditions apply for financial planner members and individual members.https://drive.google.com/file/d/1NGGN-NLka_IddulfbGb13acooBukNAy7/view?usp=sharing
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The Rule Book:The Financial Life Coach Rule Book: Guiding Principles, Client Engagement, and Ethical Standards for Trusted Financial Planning https://drive.google.com/file/d/1ZSvJUo9Lp-54l5JxOFV0jtReOW8Ng5aJ/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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The Game Plan Explained:Stand and Deliver Your Money and Your Life! This document explains the Game Plan process.https://drive.google.com/file/d/1iG1WrD-n7-suw33lRfIYRA0TyHOxWaL-/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/1kpkCLgk3deHcVcjhwvRCoIsicLHk8QmZ/view?usp=sharing
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MoneyFitt Setup instructions:This is the member set up instructions to begin using the MoneyFitt financial education content library.https://drive.google.com/file/d/1qcPkIJTNw2-7M1Uiuo1_J-g6icPn2Ngd/view?usp=sharing
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MoneyFitt Cards:These are example case studies of how to use MoneyFitt.https://drive.google.com/file/d/17COD3I9O3XeOj_6ep_H8S1ldfRkP68kv/view?usp=sharing
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This sheet provides a selection of case studies that demonstrate how MoneyFitt can be used. The cases studies explore different financial topics and how MoneyFitt can help users achieve their financial goals.https://drive.google.com/file/d/1CE8PQu7aKqCGJJg-1s9iwZGae_H7npDB/view?usp=sharing
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https://drive.google.com/file/d/1txcwex_m8F-OnRI6rk5Yhu6onuu003UB/view?usp=sharing
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https://drive.google.com/file/d/1ScMj1WfhvyA9dAS1Jtqy6fcAgbFktChE/view?usp=sharing
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https://drive.google.com/file/d/1z3wt4Y8czVsGbrF5FsKwY58mmtDShzlB/view?usp=sharing
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HapNav Tech Spec:This is the latest HapNav Tech Spec.https://drive.google.com/file/d/1NbmsFccuweVI_sbW0GH_wYCPa8zD6fad/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.Academy of Life Planning | Generic Financial Planning Advice | England | (aolp.shop)
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The Academy in a Mindmap:
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