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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.

The Seven Stages of Money Maturity® Training

A Model for Understanding and Developing Client Relationships and One’s Own Relationship to Money

About the Training:

Would you like to see much more follow through on your carefully crafted financial planning advice? This 2-Day course dives into the actual drivers and biases around money and the innocent/habitual messages on which clients base their financial decisions. After going through a series of listening exercises and illustrative storytelling of the Seven Stages philosophy, you’ll be able to recognize the signs of each of the stages and how to best support your client’s unique situation. Graduates find themselves to be better listeners and better equipped to deeply understand the client’s and one’s own money drivers and biases. It introduces the EVOKE® Life Planning methodology as a framework for prompting open-ended conversations that help you know your client and how they ascribe meaning to money. EVOKE® is a signature series of meetings that help you guide clients to discover and live into their lives of greatest meaning.

This course is a companion to George Kinder’s book, The Seven Stages of Money Maturity, which pioneered the financial life planning movement over 20 years ago. This is a course that benefits you both personally and professionally to become more aware of your relationship with money. Use the Seven Stages to control money’s purpose instead of it controlling you

10 CE for CFP®

Eligible for CPD Points/17.0 hours in UK.

Training Registration

“This course isn’t just great in helping think about money but it has been invaluable in helping understand how to deal with situations in all areas of life.”

EVOKE® Life Planning Training

Learn the 5-phase process to implement Life Planning into your business, as you Life Plan each other and are coached by our staff of global trainers.

About the Training:

Are you ready for a paradigm shift in the way you deliver financial planning and advice to your clients? Reframe your role from problem-solver to financial guide. 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.

During this experiential training, you will develop the listening skills that form a relationship built on trust and experience the EVOKE® client meetings with a partner as both advisor and client. You will get life planned as well as life plan your partner. Through modeling the exercises and receiving trainer feedback from professionals in the industry, you will gain firsthand knowledge and experience of what it feels like to be life planned and deliver life planning. You will understand how to implement EVOKE® into your practice and begin to engage your clients in the work of creating their own vibrant futures based on a solid financial architecture.

Financial life planning is the future of the advisory profession, and this course is the blueprint for creating a financial life planning practice that truly places the client’s interests first by empowering them to be the hero in their own journey. Profoundly impact your clients lives, not just their money.

10 CE for CFP®

Eligible for CPD Points/32.0 – 42.0 hours in UK

Training Registration

“Traditional financial planning is insufficient if you truly want to change lives and create breakthroughs for your clients. The Kinder method makes breakthroughs possible and can take financial planning to an entirely new level.”

Life Planning Mentorship

Deepen your insight, knowledge, and skills in applying EVOKE® and the Seven Stages framework to your life planning clients.

About the Training:

Join a mastermind group designed to deepen and strengthen your life planning skills as you implement the EVOKE® process into your practice. 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.

Designed to fit into a busy advisor’s schedule without disrupting productivity, the Life Planning Mentorship provides on-going online learning through a combination of participant-submitted case studies and live meetings. Surrounded by your EVOKE® cohort and a training team of industry professionals, engage in an open forum where you can discuss pain points, wins, and questions while getting tailored support. You are asked to think critically about delivering life planning to clients by writing up a case study for your peers and the trainers to review. Sample a variety of different compensation models, meeting styles, and gain clarity around your own decision-making. Benefiting from a diverse range of perspectives, mentees experience refined client advisory skills and higher levels of acceptance and comfort with this new practice style.

Continue discussions on practice management, address your own blocks and challenges around the Life Planning process, and stay energized to shift the paradigm of delivering financial advice.

8 CE for CFP®, Eligible for CPD Points/42.0 hours in UK.

Training Registration

“The life planning process completely changed how I am going to engage with clients. I am a much better listener, which is creating better conversations and new discoveries for clients to live a more fulfilled life.”

Continuing Education

After earning the RLP® designation, the Life Planner is expected to keep their skills sharp by attending at least eight hours of continuing education every two years with such opportunities as Life Planning Mastery, EVOKE® Refresher, LPM Shorts, and Inner Listening sessions.

Life Planning Mastery

Feel more connected to our elite professional community of Registered Life Planner® practioners, who are dedicated to building client-centered practices. Life Planning Mastery is a one-day seminar that connects you with our global Master Trainer Louis Vollebregt and other RLP® designees who also want to sharpen the saw and deepen their knowledge of life planning in practice. Bring your questions. At your request, each seminar is adapted to the desires of the participants that register.

The EVOKE® Life Planning method evolves along with the latest developments in behavioral science and the financial planning profession. Dive into the nuances of holding life planning meetings specifically geared toward advanced EVOKE® practitioners. Learn the latest teaching principles, practice your life planning skills with colleagues, gain feedback from your peers and trainers, and leave with a re-kindled torch.

This continuing education course is open to the over 500 professionals that have earned the Registered Life Planner® designation globally and counts toward the RLP® CE requirement of eight hours every two years.

Possible Course Topics:

  • Lighting the Torch with couples
  • Challenges with facilitating the Life Planning exercises
  • Sharing new insights or methods of implementation
  • How to market life planning
  • Challenges with life planning the sick, aged, or retired
  • Diagnosing Innocent beliefs
  • How to deal with difficult Obstacles
  • Sputtering torches
  • Working with Vigor drains
Life Planning Mastery LPM Shorts

Best Value!

RLP® Package

$8,795 / £6,695 (VAT N/A for Online Programs)

Save more than 10% off of the pricing on the complete Registered Life Planner® training curriculum

Make convenient monthly payments with no finance fees

Begin with either the Seven Stages of Money Maturity® workshop or the EVOKE® Life Planning residential training course

US - RLP® Package Registration UK - RLP® Package Registration
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EVOKE®, Registered Life Planner®, RLP®, and The Seven Stages of Money Maturity® are registered trademarks of Kinder Institute of Life Planning.