Become a Registered Life Planner®
To qualify for the Registered Life Planner® designation, applicants must successfully complete three core training courses:
- The Seven Stages of Money Maturity® Training (16 hours) This 2-Day course dives into the actual drivers and biases around money through listening exercises and illustrative storytelling based on The Seven Stages of Money Maturity philosophy. Guide your clients to discover and deliver their lives of greatest meaning.
- EVOKE® Life Planning Training (36-40 hours) This 4-day online or 5-day residential course teaches a structured interview process used to uncover clients’ most exciting, meaningful, and fulfilling aspirations so that you can efficiently and effectively support their lives with your financial expertise.
- Life Planning Mentorship (40-50 hours) Through a mix of writing and reviewing real life case studies, peer support, group meetings, and one-on-one coaching calls with an experienced mentor, advisors gain the confidence to live into their own life plan and deliver life planning to clients. The 6-month interactive program is often the third and final step in achieving the Registered Life Planner® (RLP®) designation.
Applicants may begin the coursework to become a Registered Life Planner® by taking either EVOKE® Life Planning Training or The Seven Stages of Money Maturity® Training. The Life Planning Mentorship follows the EVOKE® Life Planning Training. For the best value, book the
RLP® Package. After earning the RLP® designation, the planner is expected to keep their skills sharp by attending at least eight hours of Continuing Education every two years.