“Learn how to deliver great Lifestyle Financial Planning”

Choose the path to success that works for you

What do I get with a PlanHappy Academy Membership?

Each membership option gives you all the elements that will help you deliver lifestyle financial planning to your clients.

The PlanHappy Lifestyle Financial Planning process in a box – full step-by-step methodology on how deliver the process broken down by each meeting type

Full training collateral including videos, guides and assessments

Coaching and presentation skills training

Client booklets editable for immediate use

Monthly category masterclass webinar

Bitesize mini tutorials “on demand” webinars

PlanHappy Academy Forum – share insights with other lifestyle financial planners

Course certificates

Access to all new content

Your Membership Options

Self-guided Training

Structured learning at your pace

Monthly Subscription

Structured learning every month

18-month course content

New sessions and modules released once a month

£195 per month per user until 31 October (+VAT)


Learn at your own pace

All course content delivered in one go

All the benefits of PlanHappy Academy membership for life

£2,995 per user until 31 October (+VAT)

Face-to-Face Training

Learning built around you and your requirements

Group Cohorts

Learn with a small group of up to 6 people

Two training sessions a month

Delivered virtually

1:1 Sessions

The ultimate learning experience built around you

Be guided through the process with a qualified trainer, experienced at delivering the PlanHappy Process with clients, one to one

Additional Services

1:1 Coaching sessions

  • Time with a PlanHappy expert
  • Coaching on specific topics to improve your skill set
  • Understand obstacles and blockages

Planhappy Portal License

  • PlanHappy Portal is built to deliver lifestyle financial planning
  • Modules & Booklets pre-built into software
  • Access to booklets & client data areas

Process Design

  • Work with a process design consultant for full day
  • Build custom processes into your business
  • Process Design Mapping and Installation Service

Meet the Trainers

Neil Parker

PlanHappy Lifestyle Financial Planning is Neil’s brainchild. Developed over 20 years of financial adviser practice, Neil understands the process back to front and has developed the training programme specifically for financial advisers.

Anthony Prior

Anthony Prior

An qualified financial adviser with over 5 years experience of delivering PlanHappy Lifestyle Financial Planning at Joslin Rhodes. Anthony has successfully trained over 10 advisers in the PlanHappy process, and  as a teacher by background is the perfect adviser to deliver your training.

Interested? Get in touch.

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