Kinder Institute of Life Planning - EVOKE Financial Life Planning Process EVOKE Financial Life Planning Process
What is Life Planning, Anyway? The Large Firm Life Planning Webinar. What is Life Planning, Anyway? The Large Firm Life Planning Webinar. Free Webinars on financial Life Planning

The Financial Life Planner Curriculum

Becoming a Registered Life Planner®

The Kinder Institute offers a comprehensive curriculum in client-centered financial planning:

  1. The 2-day Seven Stages of Money Maturity® Workshop: A New Model for Developing Client Relationships (14 CEU's for CFP®'s)
  2. The Life Planning Advanced Training: Applying the EVOKE® Life Planning Methodology to Client Engagements (28 CEU's for CFP®'s)
  3. The RLP® Mentorship: A 6-month Online Case Study Seminar
    (41 CEU's for CFP®'s)

Successful completion of the curriculum qualifies participants to receive the Registered Life Planner®  (RLP®) designation and be featured in our online RLP® directory. All program graduates are listed in our Life Planner directory.

Registered Life Planner process

 

 

Contact Eva Brodzik for more information 913-232-7506

 

“Life Planning has been the key to a wholesale change in my business, my clients, my staff, and my family that has meant both more money and more personal satisfaction.”
Adam Young Managing Director of Dragonfly, Certified PFS, RLP®

 

“I’ve been in the industry for over 25 years and no training has given me more skills that I can actually use in my day-to-day interactions with clients.”
5-day Advanced graduate

 

“Without question this is the most profound experience an advisor can provide their client or can experience themselves. Providing financial planning services without first life planning the client can leave a gaping hole in the client’s life. To truly deliver exceptional planning, one must integrate the client’s deepest life goals with their financial goals and resources.”
William Jordan, President, The Sentinel Group Inc.
5-day Advanced graduate

 

“Twenty years of financial planning experience was merely the prelude…Now REAL planning will begin.”
Elizabeth Brickman CFP®
5-day Advanced graduate

 

“A brilliantly conceived and masterfully delivered training process that enables advisors to help their clients truly achieve their most cherished goals.”
Jeff Arsenault, CPA/PFS, CFP®, MST, RLP®
New Wealth Advisors

 

“The concept of life planning and the EVOKE® model are perhaps the most powerful model I've ever seen for financial planning”
Lisa Kirchenbauer, CFP®, RLP®
Omega Wealth Management