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.