Life Planning Mentorship

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.

Screenshot photo of online video call showing all attendees looking forward and smiling.

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 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.→ Learn More
Book the RLP® Package

Earn your RLP® designation and receive the best value on all three courses.

→ Learn More

"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

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