Book the RLP® Package
Earn your RLP® designation
and receive the best value on all three courses.→ Learn More
Learn how to sharpen and strengthen your life planning skills and fine-tune putting the EVOKE® process into your practice via peer support and one-to-one mentoring.
Life Planning Mentorship is offered online.
This interactive mentorship program is the third, and usually final, step in achieving the Registered Life Planner® designation.
Through a mix of reviewing and creating client case studies, peer support (often with others from your EVOKE cohort), group video meetings, and one-to-one coaching calls with an experienced mentor, you’ll gain the confidence to deliver life planning to clients by helping them “live into” their goals and plans.
The six-month Life Planning Mentorship is a continuation of the deep learning of both The Seven Stages of Money Maturity® and the EVOKE Life Planning courses.
Within this interactive framework of peer-sharing and expert mentorship, you’ll examine and learn from real-life, post-training experiences by sharing your clients’ situations and problem-solving challenges you may be facing while implementing life planning into your new or existing practices.
Eligible for CPD Points/42.0 hours in the U.K.
Provides 8 CE hours for CFP® professionals.
Email info@kinderinstitute.com to learn more about the Life Planning Mentorship.
Book the RLP® Package
Earn your RLP® designation and receive the best value on all three courses.
"The Mentorship made me into a Life Planner. The immersive experience helped me take the skills I learned in the EVOKE® training and implement them in my practice, with support and guidance from mentors and fellow planners. The Mentorship gave me six months to transition to being a Life Planner and now that’s who I am."
Gretchen Behnke, RLP®
Owner and Financial Life Planner, Pearl Financial Planning LLC
