Home Content Test 17Nov2022 › Kinder Institute

Courses - à la carte

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EVOKE® Life Planning Training

The Seven Stages of Money Maturity

LPM Shorts (Online)

Courses - à la carte

EVOKE® Life Planning Training

The Seven Stages of Money Maturity

LPM Shorts (Online)

Courses - à la carte

EVOKE® Life Planning Training

The Seven Stages of Money Maturity

LPM Shorts (Online)

Life Planning Courses ***MOVE TO NEXT SECTION; reduce circle emphasis; add single text below course title; course title larger; swap lpm shorts with lp mentorship & icon, keep coral button

EVOKE® Life Planning Training

The Seven Stages of Money Maturity®

LPM Shorts (Online)

Course Schedule

Life Planning Courses - SEE ABOVE FOR SECTION SWAP

EVOKE® Life Planning Training

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. Recommended start to the life planning methodology.

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The Seven Stages of Money Maturity® Training

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.

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Life Planning Mentorship

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.

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Registered Life Planner® Designation - KEEP

Jumpstart your life planning journey by signing up for either EVOKE® Life Planning Training or The Seven Stages of Money Maturity®

Registered Life Planner®

Upon completion of the three courses listed above, you will earn the Registered Life Planner® designation. Deliver the greatest meaning in your life and 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.

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Three Courses, One Designation - MOVE TO BECOME RLP PAGE, at top of page below blue text;

Deliver the greatest meaning in your life and 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.

EVOKE® Life Planning Training

The Seven Stages of Money Maturity®

Life Planning Mentorship

Three Courses, One Designation

Jumpstart your life planning journey by either signing up for The Seven Stages of Money Maturity® or EVOKE® Life Planning Training a la carte or by booking the three-course curriculum in one go with the RLP® Package.

EVOKE® Life Planning Training

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The Seven Stages of Money Maturity

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Life Planning Mentorship

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Three Courses, One Designation

Interested in becoming a Registered Life Planner? Jumpstart your life planning journey by either signing up for The Seven Stages of Money Maturity® or EVOKE® Life Planning Training a la carte or by booking the required three-course curriculum in one go with the RLP® Package.

Registered Life Planner®

Deliver the greatest meaning in your life and 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.

→ Learn more about becoming an RLP

The Seven Stages of Money Maturity®

EVOKE® Life Planning Training

“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

→ Learn More

Life Planning Mentorship

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.

→ Learn More

Course Offerings

EVOKE® Life Planning Training

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The Seven Stages of Money Maturity® Training

→ Learn More

Life Planning Mentorship

→ Learn More

Three Courses, One Designation

Jumpstart your life planning journey by signing up for either EVOKE® Life Planning Training or The Seven Stages of Money Maturity®

Registered Life Planner®

→ Learn More

Why Choose Kinder Institute?

Industry Leader

Since 2003, we’ve grown to support an engaged “alumni” community of nearly 600 Registered Life Planners as they fulfill the growing consumer demand for a client-centered approach to financial planning.

Professional Designation

By earning our RLP designation, financial advisors show they’re trained to listen deeply and help clients discover, articulate, and then achieve their life dreams.

Continuing Education

After earning their designation, RLPs are required to keep their skills sharp by attending a minimum of eight hours of continuing education in life planning coursework every two years.

Why Choose Kinder Institute?

We're the Industry Leader

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Professional Designation

By earning our 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.

→ Learn More

Continuing Education

After earning their designation, RLPs are required to keep their skills sharp by attending a minimum of eight hours of continuing education in life planning coursework every two years.

→ Learn More