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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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Pricing Guide:The AoLP Pricing Guide to Pricing Plans and Store.https://drive.google.com/file/d/182B6L1euZnN34Ehw19__3kLTH9PxJdOH/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: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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Terms & Conditions (Short)These SHORT terms and conditions apply for financial planner members and individual members.https://drive.google.com/file/d/1tDc267JJQWl5Icv4KPR2nMDBp0q0b4AP/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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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 detailed document explains the Game Plan process. Sep 24.https://drive.google.com/file/d/1XpDgciYzr_K1F4xdUKCBmRM7iWDyrlpM/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/1d6-o7_oYEmfCFaMRfOylWOsGgiDr0LaS/view?usp=sharing
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The Holistic Wealth Planner Brochure:This bochure provides an overview of the FS Pro to HWP offering from AoLP.https://drive.google.com/file/d/1oqFJSIKTYL7cs1UylI4__P_C6upbCuCu/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/1cJidc99m8w949Wi10IyI8aghwSKGQS8X/view?usp=sharing
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The Sponsorship ProgrammeThis brochure explains the various sponsorship packages available from the Academy, Bronze to Gold.https://drive.google.com/file/d/1JguGOaByRRl8fOytu7AX0QFxzRGAzufw/view?usp=sharing
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MoneyFitt Log OnThe AoLP MoneyFitt Comprehensive Financial Education Library.https://moneyfitt.talentlms.com/
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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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This is the planner set up instructions to join new users to the platform.https://drive.google.com/file/d/1E0qwObagOIuVLtb2egaHkYTZm-ZOZeqP/view?usp=sharing
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This is the payment management instructions for MoneyFitt.https://drive.google.com/file/d/1yvUS5qAAX9wz34jfmzEFoWuOagPVxdz6/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 (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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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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