Life planning puts people at the center of financial analysis and advice, helping clients meet unique goals and needs and unlock the greatest meaning in their lives.
In life planning, people are the bottom line.
By earning the RLP designation, financial advisors show they’re trained to listen deeply and help clients discover, articulate, and then achieve their life dreams – using expert financial planning to bring those dreams to reality.
Our immersive, experiential training programs put attendees on both sides in the life planning relationship. They learn how to help clients build unique life plans by working through the process of building their own.
Three Courses, One Designation
“Exploration, Vision, Obstacles, Knowledge, and Execution,” or EVOKE, trains you in using a structured interview process to uncover clients’ highest aspirations and core values. An experiential learning model shows you how to create a client-centered practice by putting you on both sides of the life-planning conversation. You’ll learn to help clients be the heroes of their own financial stories and do the same for yourself. (32-40 hours over four or five days)
Dive into clients’ – and your own – decision-drivers and unexamined biases regarding money, using listening exercises and storytelling. Learn to guide clients in discerning their real relationships to money so they can create greater agency and meaning in their lives. (16 hours over two days)
Through a mix of writing and reviewing real life case studies, peer support, group meetings, and one-on-one coaching, you’ll gain the confidence to dive into your life plan and deliver life planning to clients by helping them “live into” their goals and dreams. (50 hours over 6-7 months)
Listen to Kinder Institute Founder, George Kinder, and Financial Advisor Success Podcast Host, Michael Kitces, discuss life planning:
Here’s what financial advisors are saying about our trainings:
“Becoming an RLP® brought what can be a soulless experience in financial services to life. It provided both me and my clients with an unrivalled depth of relationship and achievement.”
Stuart Evans, RLP®
Director, Common Sense FPL
“In order to deepen relationships with clients, I chose the Kinder Institute to train me how to listen to their hearts. Life Planning is a valuable tool to manage the time spent getting to know clients.”
Sherrie Campbell, CFP®, RLP®
Portfolio Manager, Burney Investment Management
“This has been so beneficial and inspiring both personally and professionally. I’m so grateful for the experience. And I’m excited to put into practice what I’ve learned.”
Brian Thompson, JD, CFP®, RLP®
Founder, Brian Thompson Financial
Life planning puts people at the center of financial analysis and advice, helping clients meet unique goals and needs and unlock the greatest meaning in their lives.
In life planning, people are the bottom line.
By earning the RLP designation, financial advisors show they’re trained to listen deeply and help clients discover, articulate, and then achieve their life dreams – using expert financial planning to bring those dreams to reality.
Our immersive, experiential training programs put attendees on both sides in the life planning relationship. They learn how to help clients build unique life plans by working through the process of building their own.
Three Courses, One Designation
“Exploration, Vision, Obstacles, Knowledge, and Execution,” or EVOKE, trains you in using a structured interview process to uncover clients’ highest aspirations and core values. An experiential learning model shows you how to create a client-centered practice by putting you on both sides of the life-planning conversation. You’ll learn to help clients be the heroes of their own financial stories and do the same for yourself. (32-40 hours over four or five days)
Dive into clients’ – and your own – decision-drivers and unexamined biases regarding money, using listening exercises and storytelling. Learn to guide clients in discerning their real relationships to money so they can create greater agency and meaning in their lives. (16 hours over two days)
Through a mix of writing and reviewing real life case studies, peer support, group meetings, and one-on-one coaching, you’ll gain the confidence to dive into your life plan and deliver life planning to clients by helping them “live into” their goals and dreams. (50 hours over 6-7 months)
Listen to Kinder Institute Founder, George Kinder, and Financial Advisor Success Podcast Host, Michael Kitces, discuss life planning:
Here’s what financial advisors are saying about our trainings:
“Becoming an RLP® brought what can be a soulless experience in financial services to life. It provided both me and my clients with an unrivalled depth of relationship and achievement.”
Stuart Evans, RLP®
Director, Common Sense FPL
“In order to deepen relationships with clients, I chose the Kinder Institute to train me how to listen to their hearts. Life Planning is a valuable tool to manage the time spent getting to know clients.”
Sherrie Campbell, CFP®, RLP®
Portfolio Manager, Burney Investment Management
“This has been so beneficial and inspiring both personally and professionally. I’m so grateful for the experience. And I’m excited to put into practice what I’ve learned.”
Brian Thompson, JD, CFP®, RLP®
Founder, Brian Thompson Financial
Deliver the greatest meaning in the lives of your clients by developing the relationship-based skills and using Kinder Institute’s signature structured interview process that puts life at the center of financial planning.
Save on the cost of Kinder Institute’s designation curriculum when you book the package rate. For a flat, upfront fee of $10,165, you can attend each of the three courses that make the Registered Life Planner® designation at a discounted price (up to 15% off the standard rates) over a time period that matches your schedule.
Step 1: Book the package rate by clicking the button above and following the registration process.
Step 2: After registering, you’ll be contacted by a member of the Kinder Institute team to choose from any EVOKE or Seven Stages in-person or online courses to start your life planning training journey. The Life Planning Mentorship follows EVOKE.
Step 3: Attend all three courses and successfully complete the RLP designation. This is typically accomplished within 9-18 months based on the availability of courses and your schedule.
Questions about the process? Reach out to the Kinder Institute team by emailing info@kinderinstitute.com, and they’ll be happy to provide resources and share next steps.
