22a Victoria Road
Shipley, West Yorkshire BD18 3LQ
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
We specialise in helping those going through a life change, such as retirement, redundancy and divorce. We have high level qualifications and expertise in the specific financial considerations for these events and when this is coupled with our life planning approach we are able to deliver complete peace of mind and financial freedom.
Chartered Financial Planner
We are independent fee-based advisers paid only by our clients. We receive no commissions from third parties.
RLP ® Since
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