There are three required programs to earn the RLP® designation:
The EVOKE® and Seven Stages trainings may be taken in either order. The 6-Month Mentorship follows the EVOKE® program.
A Model for Understanding and Developing Client Relationships and One’s Own Relationship to Money
This workshop trains advisers to improve their listening, relationship, and inspirational skills. It teaches the psychology of money that models integrity and delivers freedom. It makes clear what a life plan is versus just a financial plan.
Learn:
10 CEUs for CFPs®, Eligible for CPD Points/17.0 hours in UK.
Eligible for CPD Points/17.0 hours in UK
Provides 10 CEUs for CFPs
“Instructors bring a mélange of knowledge, experience, humor, humility, erudition and stories to teach and empower us to empower our clients.”
“Simply the most enlightening course available for planners today. A must!”
“If you want to bring your IFA business into the 21st century you owe it to your clients, but more importantly to yourself, to attend the Seven Stages workshop.”
“Very profound, life-changing course not just for financial planners but for everyone.”
“A truly worthwhile experience. This session has been illuminating! I look forward to future seminars.”
“This course isn’t just great in helping think about money but it has been invaluable in helping understand how to deal with situations in all areas of life.”
Learn the 5-phase process to implement Life Planning into your business, as you Life Plan each other and are coached by our staff of global trainers.
This training gives you the practical skills to implement Life Planning into your practice. You will experientially practice the skills of EVOKE® and learn how to embed the process into your business. In this residential training, you will experience first-hand the power of Life Planning to cause breakthrough results for yourself and your clients. Learn to communicate with other people through relationship skills.
10 CEUs for CFPs®, Eligible for CPD Points/32.0 – 42.0 hours in UK.
Where else can you take a course to enhance your client relationships, your bottom line AND get your own working Life Plan in the process? This is the perfect time to re-tool your practice:
10 CEU’s for CFPs®
CPD Points/Hours: 32.0 – 42.0
Training that will transform your client interactions, and that will add enormous value to your client proposition. Will also empower you to transform your personal life.
If you want to explore the true meaning of life and money, you will find this out after the 5-day program and truly transform the impact you will make in your client’s lives.
Experiencing the EVOKE® process was like being at the top of the mountain of my career and finally taking off to soar.
For me, the EVOKE® workshop has been life-changing. First, I have gained clarity I did not previously think possible, simply by receiving the gift of life planning as well as mindfulness practices. Secondly, the workshop has deepened my passion for the work that I do. In fact, I am not seeing it as “work” anymore. I am seeing life planning as a tool to meet an important part of my life’s’ purpose.
If Life Planning is your chosen call in life, immerse yourself in the benefits the Kinder Institute has to offer. Having gone through the EVOKE® training, I wonder why life planning is not more prevalent in the Financial Services industry. It made me even more passionate of not only incorporating Life Planning as ‘what we do” in our practice but working to grow the practice to be as impactful as possible. I want to bring life planning to as many paid clients, professionals, and pro bono clients as possible.
An amazing experience that helped me become a better person. It has provided a deeper understanding of how to really affect the lives of my clients.
To say that this is anything short of life-altering and transformative would be an understatement. I now feel confident that I will do financial planning the right way.
Traditional financial planning is insufficient if you truly want to change lives and create breakthroughs for your clients. The Kinder method makes breakthroughs possible and can take financial planning to an entirely new level.
Frequently rated by attendees as one of the very most transformative experiences they have had in their lives!
To anyone who’s interested, or just curious, do it … for you and for your clients. I am confident this will prove to be an exceptional and extremely worthwhile experience, and the value to both your personal and business life can’t be underestimated…!!”
The Kinder Institute’s training is as essential to the financial planner’s own well-being as it is to his/her clients!
Deepen your insight, knowledge, and skills in applying EVOKE® and the Seven Stages framework to your life planning clients.
The Mentorship is a continuation of the deep learning of the EVOKE® training through case studies, peer support, group teleconferences, and one-on-one guidance from an experienced mentor. “Real-life, back-home” client situations and practice challenges are explored during this six-month interactive program.
This is the third and final step in achieving the Registered Life Planner® (RLP®) designation.
8 CEUs for CFPs®, Eligible for CPD Points/42.0 hours in UK.
Registering for mentorship is one of the best things I have done in my life. It has not only been able to help me to extend my learnings from the 5 day programe but also made me a better person overall… personal relationships are better and have been able to create a difference in the lives of my clients largely.
The mentorship is the chance to go deep into the EVOKE® method. It is the most effective action one can take to make sure the skills learned at the training stick for good.
This is the best skill I have ever learned. The depth of relationship and value I am now delivering to my clients is priceless. It has changed how I advise my clients for the better.
Mentorship has helped me live my own life plan. And greatly helped in learning to help others do the same. It’s like walking the talk. It’s something you need to experience first, authenticity and then help others with this profound learning. It has changed my life and outlook towards life.
Keep your life planning skills sharp by attending continuing education opportunities such as Life Planning Mastery Classes, Virtual Life Planning Mastery Sessions, and Inner Listening Days.
Keep in touch with your Life Planning colleagues and keep sharpening the saw! For Registered Life Planners® this is the program you want to attend where you are actively engaged in practicing Life Planning. Gather with other practitioners to improve your Life Planning and coaching skills, re-kindle your own personal torch, and build a more successful Life Planning Practice.
Participants in this program have successfully completed the RLP® program and want to enlarge their Life Planning experience and expertise by using the EVOKE® process and make strides in building a satisfying Life Planning Practice. By combining knowledge and energy and by meeting with other RLPs® at least once a year but possibly every quarter they keep in touch and energized around Life Planning.
Whether you are new or old to Life Planning, this program is designed to increase proficiency and confidence at every level of experience.
Possible Morning Themes: Advanced EVOKE® with clients
Possible Afternoon Themes: Business and Practice Management
8 CEUs for CFPs®, Eligible for CPD Points/8.0 hours in UK.
These sessions are designed to help Registered Life Planners and other members of the Life Planning community to connect about pertinent topics related to practicing life planning in real time.
Deepen and strengthen your inner listening and mindfulness practice in this day-long mindfulness, meditation retreat. George will give practical instruction but the day will be devoted mostly to silent practice.
For other mindfulness activities, visit GeorgeKinder.com.
Save more than 10% off of the early pricing on the complete Registered Life Planner® training curriculum
Make convenient monthly payments with no finance fees
Begin with either the Seven Stages of Money Maturity® workshop or the EVOKE® Life Planning residential training course
1-978-486-8053
