Designation Mark Guidelines
Please read the following guidelines (the “Guide”) for proper use of Kinder Institute of Life Planning’s designation marks, Registered Life Planner® and RLP®.
Registered Life Planner® (RLP®) designees may feature the marks in a compliant manner in business and marketing materials (print, online, multimedia). Kinder Institute of Life Planning’s designation marks may only be used by those who have been authorized to do so after meeting Kinder Institute of Life Planning’s designation requirements and remaining in good standing. The marks must always be used in accordance with this Guide. The Guide applies to the following designation word marks and logo:
- Registered Life Planner®
- RLP®
Kinder Institute of Life Planning’s designation marks (the “Designation Marks”) identify specific individuals as being professionals who have met the designation standards required by Kinder Institute of Life Planning to earn the RLP® designation. An RLP® professional is authorized to use the Designation Marks in conjunction with their name to demonstrate this accomplishment, as long as the RLP® professional abides by the rules outlined in this Guide, Kinder Institute of Life Planning’s respective Participant’s Agreement & Usage Guidelines, and any additional rules presented by Kinder Institute of Life Planning.
These guidelines are important to maintaining the value and integrity of the Designation Marks. Please become familiar with this Guide and apply its rules when featuring the Designation Marks. If you need further assistance or would like Kinder Institute of Life Planning to review business or marketing materials that you are developing that feature the marks, feel free to contact us at info@kinderinstitute.com.
Guidelines for proper use of the Registered Life Planner® and RLP® word marks:
- When used in a sentence, the word marks should always be used as adjectives, not nouns, and followed by an approved noun (professional, practitioner, designee, designation, mark).
- Examples of proper use:
- George Kinder is an RLP® professional.
- George Kinder earned the RLP® designation.
- Examples of improper use:
- George Kinder is an RLP®.
- George Kinder earned the RLP® certification.
- Examples of proper use:
- The word marks must be associated with the individual that earned the designation from Kinder Institute of Life Planning.
- Examples of proper use on business cards, letterhead, signature blocks:
- George Kinder, RLP®
- George Kinder, Registered Life Planner®
- Examples of improper use on business cards, letterhead, signature blocks:
- Kinder Financial, with RLP® professionals
- Registered Life Planner® designees, Kinder Financial
- Examples of proper use in text:
- George Kinder is an RLP® practitioner.
- George Kinder became a Registered Life Planner® 20 years ago.
- Examples of improper use in text:
- Kinder Financial has 10 RLP® professionals
- Kinder Financial has Registered Life Planner® designees.
- Examples of proper use on business cards, letterhead, signature blocks:
- The RLP® mark must appear in all capital letters, without periods between the letters, and with a superscripted ® symbol (exceptions apply when a superscripted mark is not possible).
- Example of proper use:
- George Kinder is an RLP® professional.
- Examples of improper use:
- George Kinder is an Rlp® practitioner.
- George Kinder is an R.L.P.® designee.
- George Kinder, RLP
- Example of proper use:
- Registered Life Planner® must appear with the first letter of each word capitalized and with a superscripted ® symbol (exceptions apply when a superscripted mark is not possible).
- Example of proper use:
- George Kinder is a Registered Life Planner® designee.
- George Kinder earned his Registered Life Planner(R) designation in 2003.
- Examples of improper use:
- George Kinder is a registered life planner® practitioner.
- George Kinder is a Registered Life Planner™ designee.
- George Kinder, Registered Life Planner
- Example of proper use:
- Font of word marks and Registration ® must be legible.
- When the mark follows the designee’s name, a comma must be inserted between the name and the mark, even if the mark falls on the line below the designee’s name.
- Marks may not be used as a plural or possessive word.
- Designees may not own or use an e-mail address, internet domain name, or hashtag that includes the RLP® or Registered Life Planner® mark.
Logo
The RLP® designation logo is comprised of the following components: the words “Registered Life Planner” with the superscripted ® registration symbol inside an outer box and the letters “RLP” with the superscripted ® registration symbol in white font inside an opaque box.
Logo Guidelines:
- The RLP® designation logo must be clearly associated with and used near the name of the RLP® designee.
- All reproductions of the logo must be made from the original reproduction artwork available for download from Kinder Institute of Life Planning’s website at kinderinstitute.com/rlp-marks (login required).
- The RLP® designation logo may not be altered, have its proportions changed, nor be modified in a way that would significantly alter its appearance.
- When using the logo, there should be a reasonable amount of space around it so as to not have a cluttered feel.
Licensed Copyrighted Materials
Kinder Institute of Life Planning supports your use of the materials and concepts you’ve learned to spread the message of life planning according to the following guidelines:
- For Private Client Use:
-
- Graduates may use copyrighted materials (Three Questions, Heart’s Core Grid, Ideal Day/Week/Year, and Goals for Your Life) with individual clients or in client group meetings. The attribution below should appear at the bottom of any page or slide that includes the Three Questions and Grids.
- You may give client presentations of up to 2 hours. Presentations that exceed 2 hours require permission from Kinder Institute of Life Planning; in most cases permission will be granted.
- Copyrighted materials cannot be given to or used to train other advisors.
- Copyrighted materials can only be used by advisors who have taken The Seven Stages of Money Maturity® Training and/or EVOKE® Life Planning Training through Kinder Institute of Life Planning.
- Copyrighted materials are permitted only for use with clients.
- Copyrighted materials may not be used as part of a website or online database.
- All concepts and materials must be attributed to Kinder Institute of Life Planning.
- For Presentations to Groups, Public or Non-Profit:
-
- You have permission to make pro-bono (unpaid) presentations of up to 2 hours. If presentations will be more than 2 hours but not exceeding 4 hours, please contact Kinder Institute and let us know the details; in most cases permission will be granted.
- If the Three Questions or Grids are going to be used in a speech or for the general public, you must request permission from the Kinder Institute. The Institute typically grants such requests. The attribution below should appear at the bottom of any page or slide that includes the Three Questions and Grids.
- All concepts and materials must be verbally attributed to Kinder Institute of Life Planning.
- For Presentations within the Financial Services Industry and/or to corporate entities, contact Kinder Institute of Life Planning for permission to use the materials as follows:
-
- For unpaid presentations of less than 4 hours, a license agreement may be required, and verbal attribution of Kinder Institute of Life Planning’s concepts is required. Please consult with Kinder Institute of Life Planning.
- For paid presentations of less than 4 hours, compensation to Kinder Institute of Life Planning may be required. A license for the use of Kinder Institute of Life Planning’s materials and concepts will be granted on a case-by-case basis.
- Other than The Seven Stages of Money Maturity® Training, which has separate certification requirements, Kinder Institute of Life Planning does not generally give permission to use Kinder Institute materials or copyrighted expression in workshops or workshop series of longer than 4 hours.
In all instances where Kinder Institute of Life Planning materials are used, they must be acknowledged verbally with the following permission statement:
“Materials were developed by George Kinder and Kinder Institute of Life Planning and are part of a program of trainings that lead to the Registered Life Planner® designation.”
Any handouts must include the permission statement as well as the copyright notice:
“Used by permission of George Kinder © 1999-2025.”
Life Planning Exercises
US Letter Size
- Click here to download a PDF packet of the Three Questions, Heart’s Core Grid, Ideal Day/Week/Year, Goals for Your Life
- Click each document to download files individually:
A4 Size
- Click here to download a PDF packet of the Three Questions, Heart’s Core Grid, Ideal Day/Week/Year, Goals for Your Life
- Click each document to download files individually: