Find a Life Planner

Gain insights on specific topics related to implementing life planning into your practice practice.

Life Planning Mastery Shorts are two-hour seminars that connect you with our global trainers and present the latest teaching principles, give you opportunities to practice, and leave you feeling re-energized and confident in your own skill set. 

This continuing education course counts toward the RLP® requirement of eight CE hours every two years.

Gain insights on specific topics related to implementing life planning into your practice. Life Planning Mastery Shorts are two-hour seminars that connect you with our global trainers and present the latest teaching principles, give you opportunities to practice, and leave you feeling re-energized and confident in your own skill set. You’ll be surrounded by other RLP® practitioners who, like you, are working to refine their life planning skills and implementation strategy. Each seminar is structured around a main topic and engages participants in discussions around their client experiences.

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

  • Linking the Life Plan to the Financial Plan
  • Inner Listening
  • Quality of Listening
  • The Impossible Dream
  • Building the Life Planner’s Enrichment Library
  • Working with Couples
  • Ambition and Energy
  • 7 Stages – How to Deal with Innocent Beliefs
  • 7 Stages – The Cycle of Suffering
  • 7 Stages – Living with Vigor
  • EVOKE Meets 7 Stages
  • EVOKE and Resolutions
  • The Process of EVOKE®
  • Working with Obstacles
  • Collecting Tinder: Building a Strong Torch Statement
  • Tips & Tricks for Life Planning Online
  • Ask Me Anything!

Here’s what participants are saying

“Taking a Mastery Short taught me to draw energy from emotion.”

—Joris Evens

“Taking a Life Planning Mastery Short reaffirmed that being a Registered Life Planner® means that my clients give me permission to really get to know them deeply.

—Debbie Gallant

“The session was full and efficient with lots of opportunity to practice, and provide and receive feedback. I would highly recommend taking a Life Planning Mastery Short!”

—Frank Stolarz