Kinder Institute RLP® designees are financial advisors, planners, and other industry professionals who want to move beyond the traditional – and too often merely transactional – model of financial advising.

Three Courses, One Designation

Deliver the greatest meaning in your life and the lives of your clients by developing the relationship-based skills and using our signature structured interview process that puts life at the center of financial planning.

The Registered Life Planner designation is earned upon completion of three courses.

Professionals may begin the coursework to become an RLP by taking either EVOKE® Life Planning Training or The Seven Stages of Money Maturity® Training. The Life Planning Mentorship can be taken only after completing an EVOKE course.

Three Courses, One Designation

Deliver the greatest meaning in your life and the lives of your clients by developing the relationship-based skills and using Kinder Institute’s signature structured interview process that puts life at the center of financial planning.

The Registered Life Planner designation is earned upon completion of all three courses.

Professionals may begin the coursework to become a RLP by taking either EVOKE® Life Planning Training or The Seven Stages of Money Maturity®. While professionals can start with either EVOKE or The Seven Stages of Money Maturity, Life Planning Mentorship can be taken only after EVOKE.

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EVOKE® Life Planning Training

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The Seven Stages of Money Maturity®

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Life Planning Mentorship

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

The Life Planning Advantage

Professionals who earn the RLP designation seek deeper, more nuanced, more comprehensive, and more lasting relationships with clients. They help clients create the greatest meaning and value in their lives by guiding them through changing individual circumstances and emerging goals.

RLP designees know financial well-being is a means to several ends, not an end in itself. They want to help clients meet financial goals in service of life’s other, more important goals, whether they involve career and retirement, family life, professional or personal development, community engagement, spirituality, travel–or so much more.

A Registered Life Planner doesn’t just dispense canned financial advice, they create, cultivate, and deliver on a sustained relationship with clients, putting their unique needs at the heart of financial planning.

"In order to deepen relationships with clients, I chose the Kinder Institute to train me how to listen to their hearts. Life Planning is a valuable tool to manage the time spent getting to know clients."
SHERRIE CAMPBELL, CFP®, RLP®
Portfolio Manager, Burney-Campbell Investments, LLC

Continuing Education

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After earning the RLP® designation, the Life Planner is expected to keep their skills sharp by attending at least eight hours of continuing education every two years with such opportunities as Life Planning Mastery, EVOKE Refresher, LPM Shorts, and Inner Listening sessions.

We're here to answer your questions about the RLP® designation!

Whether you are exploring options or ready to take the plunge, we welcome your interest and encourage you to connect with us via any of the following opportunities.

Upcoming Courses at Kinder Institute

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