The Seven Stages of Money Maturity® Training
Monday 22nd September – Tuesday 23rd September 2025 | 9am – 5:30pm
Provides 10 CEs for CFP® professionals.
Presented by Louis Vollebregt and Anita Vollebregt
London, UK
Learn how to guide clients to discover what drives their relationship to money and how to change those dynamics to create greater, more meaningful lives.
This two-day course dives into peoples’ actual decision-drivers and unexamined biases toward money, using listening exercises and storytelling based on The Seven Stages of Money Maturity philosophy. You’ll learn how to guide clients to discover their decision-making processes, biases, and assumptions around money, so they can work with you to create greater agency and meaning in their lives.
Many financial planners and their clients struggle with understanding what keeps clients from following through on financial plans and advice. This course teaches you to help them uncover their unexamined financial habits and give them a deeper understanding of what drives – or could drive – their relationship to money. When clients understand more about why they make financial decisions, and can discuss those issues, you can work with them to make more empowering financial plans.
After going through a series of listening exercises and learning from stories that demonstrate the Seven Stages progression, you’ll be able to recognize each stage in your clients’ situations and be able to offer your best planning and support for each unique combination. You’ll become a better listener and will learn how to more deeply understand clients’ – and your own – attitudes, biases, and habits around money.
This course also introduces the EVOKE Life Planning methodology as a framework for facilitating empathetic, open-ended conversations with clients to help them discover the meaning they give to money in their lives, and why. (This course can, however, be taken after the EVOKE course.)
More than 20 years ago, George Kinder’s book, The Seven Stages of Money Maturity, launched the financial life planning movement, and the ideas in it still fuel this course, while having been continuously adapted, improved, and refined for changing circumstances. The core philosophy of this curriculum is that people can learn to control what money means to and can do for them instead of being controlled by it. When you finish this course, you’ll be more aware of and confident in your individual, independent relationship with money, both personally and as a financial professional, and will be able to guide clients through the same process.
$1,429 (excl. VAT) Standard Rate / $1,286 (excl. VAT) Early Registration Rate (when you register by 25th July)
Receive an additional 10% off the course fee when you use promo code NEXTGEN2025
Meet Your Presenters:
A Kinder Institute Master Trainer, Louis Vollebregt studied sociology, anthropology and psychology with the University of Groningen but eventually shifted to a career in financial services instead. He has several decades experience in various management and sales positions with Equity & Law/AXA in the Netherlands and developed leading financial planning programs for financial advisers. In 2004 he founded his own business, Means in Progress, and remains an active executive management coach and trainer focused on business and personal effectiveness; his clients include several large companies in the financial industry. For the past fifteen years he has incorporated Life Planning into his practice and has been an international trainer and mentor with Kinder Institute of Life Planning, working with financial advisers from around the world. Louis is also a personal Life Planner for entrepreneurs and acts as a mediator of complex business dissolutions.
Anita Vollebregt feels the best way to live life is through helping others. Early in her career, she found work that allowed her to not only help people but really connect with them. She started as a financial adviser with AMRO Bank in the Netherlands. She worked in the bank’s front office and soon was appointed to be the branch manager. Although the banking role seemed to fit her perfectly, Anita deliberately chose to make a career switch because she didn’t feel right putting product sales before her customers’ interests.
After several other client-oriented jobs, Anita was introduced to the work of George Kinder. His EVOKE method was the missing link in her job at the bank. In 2014, she became an RLP and began using Life Planning to help clients live with purpose and create fulfilling lives. She began assisting with the the Kinder Institute’s trainings in 2015 and has had the privilege to work intensively with George and some of the best international trainers. Anita is a global Co-Trainer of the EVOKE Life Planning training. She feels that doing this fulfilling work helps not only the participants but that they will in turn help to improve the lives of many other people. Because of her highly developed empathetic ability and her profound knowledge of the EVOKE process, Anita is very capable of conveying the Kinder ideas with passion to whomever is open to it.
"Thom, Louis and Anita were fantastic. They have changed my life, and I’m forever grateful Lora and Maryellen truly helped to make this experience easy to get to & feel prepared."
"I liked the energy that the course managed to instill in me, not only in terms of applying it to my job and clients but also within my own life. I liked that the team really gave everyone their own opportunity to speak and encouraged everyone to share their thoughts and feelings. I think it really helped in the training."
