Request PPLI Professional Access

Professional Access gives advisors a workspace and the research tools we have built so far. Each request is reviewed first, so the form sets up a pending account rather than opening the workspace straight away, and it does not enrol you in a course. Before you rely on the platform for client work, check which features are live, the access terms and any service fees. You can use the public Tax-Alpha Simulator without registering, or explore the separate 14 day trial from the advisor portal.

An adviser's desk overlooking a city skyline

Workspace scope and availability

Analysis tools

See which tools your account can use and the assumptions behind each one. The illustration reader is still in development, so do not plan around it yet. The public Tax-Alpha Simulator remains accessible without registration.

Client and policy records

Keep client or example facts, policy details, ownership, funding and review tasks in one place. The workspace stores what you enter: a MEC status, issuer classification or reminder is only as reliable as its source, and nobody verifies it independently. Check every material fact against the insurer's documents and your professional advice.

Saved analysis

Workspace calculations can retain inputs, outputs and a creation date. Export an original and note the model version where it is shown, because the same inputs can produce a different result later if the software or the law changes. Public calculator runs do not transfer automatically when you sign in.

Hypothetical cases

Work through the case material, including cases where the right answer was to decline or redesign the structure. These are teaching hypotheticals written to show reasoning, not reports of real client results. The public case summaries can be read before applying.

Diligence frameworks

Use the research to organise your questions on funding, ownership, issuing entities and ongoing administration. A framework gets the file in order. The answers still come from the actual contract, the insurer's own calculations and the professionals engaged on the case.

Academy access

The curriculum covers Fundamentals, Advanced Practitioner and Masterclass. Check the Academy development status to see what material is ready before you enrol. Completing a module is useful learning, but it is not a licence, a designation or accredited CE or CPE credit.

Regulatory information

Regulatory items can be linked to the jurisdiction and structure you record. Treat a match as a prompt to look closer. It is not complete monitoring, and it does not decide whether a rule applies: that comes from the underlying source, its effective date and the facts of the policy.

Registration and cost. Registration is free, and the form never asks for payment details. Continuing access, training or a firm engagement may come with separate terms, so get the scope and price in writing before you agree to any service. The 14 day trial is a separate access route.

Professional registration

For professionals who work on or study wealth-planning cases. Your role and experience help us understand the request. Your account starts as pending while we review it; we cannot guarantee approval, specific modules or a response time.

First name

Last name

Work email

Firm

Role

Country

PPLI experience

What would you most want built first? (optional)

We store the supplied name, work email, firm, role, country, experience and optional request, together with account status and dates. The request is sent to the site administrator for review. Account messages support registration; the workspace digest setting starts enabled and can be changed in your profile. Check visibility and communication settings after access opens.

Already registered? Sign in to your workspace.

What Happens Next

After you submit the request

You will receive a notification that the request has arrived and your account is pending. That receipt is not an approval. Once an account is approved, you get an email with a link to set your password. If nothing arrives, try the normal sign-in or password recovery route, or contact PPLI.com.

What is live today can differ from the published development plan, so ask what is available now, what is still being built and whether separate enrolment or terms apply. Before you share anything or join a discussion, look at your workspace digest and member-directory settings.

For a specific access issue, training enquiry or proposed engagement, contact PPLI.com. In that first message, describe what you need without naming clients or including sensitive financial details.

Professional Access is built for education, research and record keeping. It does not create a legal, tax, investment or insurance advisory relationship, and registration does not carry CFP Board CE or NASBA CPE credit. Make sure you have permission before entering any client information. Community posts, directory entries and messages to outside recipients have different visibility from workspace records. Export and deletion options depend on account access and the relevant record; contact PPLI.com about requests that cannot be completed in the interface. Read the editorial standards and privacy policy.

Page originally published 23 August 2026. Registration wording and feature descriptions revised 16 September 2026.