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Financial Life Planning Training

Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives. 

Become a better advisor with life planning. Develop expertise in Kinder Institute’s structured interview process and the relationship-based listening skills that help clients uncover their most fulfilling aspirations so financial strategies can most efficiently support the lives they long to live. 

Financial Life Planning Training

Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives.  

Become a better advisor with life planning. Deliver the greatest meaning to the lives of your clients by developing the relationship-based skills and using Kinder Institute’s signature interview process that puts life at the center of financial planning.

Life Planning Courses

Students sitting in two rows, facing each other and talking to the person across from them. All are casually dressed and fully engaged with their partner.

EVOKE®

Life Planning Training

Teaches the structured interview process that facilitates client engagement, excitement, and goal setting.

Speaker addressing seated audience.

The Seven Stages

of Money Maturity® Training

Explains the attitudes, values, and biases that impact clients’ relationship toward money and hones your listening skills.

Screenshot photo of online video call showing all attendees looking forward and smiling.

Life Planning

Mentorship

Deepens and strengthens your life planning skills as you implement the process into your practice.

Registered Life Planner® Designation

Our professional designation is recognized as the international standard of excellence in life planning training. Professionals that earn the RLP® designation seek deeper, more nuanced, more comprehensive, and more lasting relationships with clients. 

Registered Life Planner®

Upon completion of the three courses listed above, you will earn the RLP® designation. If you’re a financial planning professional looking to add more meaningful, and less transactional, value to your work with clients, adding life planning skills can unlock your career’s potential. Jumpstart your life planning journey today!

Life Planning Courses

Students sitting in two rows, facing each other and talking to the person across from them. All are casually dressed and fully engaged with their partner.

EVOKE® LIFE PLANNING TRAINING

Teaches the structured interview process that facilitates client engagement, excitement, and goal setting.

Speaker leading discussion with large group.

THE SEVEN STAGES OF MONEY MATURITY® TRAINING

Explains the attitudes, values, and biases that impact clients’ relationship toward money and hones your listening skills.

Screenshot photo of online video call showing all attendees looking forward and smiling.

LIFE PLANNING MENTORSHIP

Deepens and strengthens your life planning skills as you implement the process into your practice.

Registered Life Planner® Designation

Our professional designation is recognized as the international standard of excellence in life planning training. Professionals that earn the RLP® designation seek deeper, more nuanced, more comprehensive, and more lasting relationships with clients.

Life Planning Courses

EVOKE® LIFE PLANNING TRAINING

Teaches the structured interview process that facilitates client engagement, excitement, and goal setting.

The SEVEN STAGES OF MONEY MATURITY® TRAINING

Explains the attitudes, values, and biases that impact clients’ relationship toward money and hones your listening skills.

LIFE PLANNING MENTORSHIP

Deepens and strengthens your life planning skills as you implement the process into your practice.

Registered Life Planner® Designation

Our professional designation is recognized as the international standard of excellence in life planning training. Professionals that earn the RLP® designation seek deeper, more nuanced, more comprehensive, and more lasting relationships with clients.

“The industry has a goals-based approach to managing portfolios. But goals-based investing doesn’t work if advisers can’t get a clear understanding of clients’ goals… Kinder pioneered the discovery process advisers use to help clients articulate the goals that really matter to them. The growth in Kinder’s RLPs is a clear sign of the demand for a process that allows advisers to connect more deeply with clients.”

Michael Kitces

Head of planning strategy at Buckingham Wealth Partners;
Co-founder of XY Planning Network

“The industry has a goals-based approach to managing portfolios. But goals-based investing doesn’t work if advisers can’t get a clear understanding of clients’ goals… Kinder pioneered the discovery process advisers use to help clients articulate the goals that really matter to them. The growth in Kinder’s RLPs is a clear sign of the demand for a process that allows advisers to connect more deeply with clients.”

Michael Kitces

Head of planning strategy at Buckingham Wealth Partners;
Co-founder of XY Planning Network

Why Choose Kinder Institute?

Our Method

Our immersive, experiential training courses put advisors on both sides in the life planning relationship process. Under the teaching and guidance of expert  trainers, advisors learn how to help their clients build life plans, in part by working through the process of building their own. 

Professional Designation

Earn the formal recognition of expertise in a structured interview process and the relationship-based listening skills that help clients uncover their most meaningful and fulfilling aspirations so financial planning can most efficiently support the lives they long to live.

Continuing Education

After earning the RLP® designation, professionals are required to keep their skills sharp by attending a minimum of eight hours of continuing education in life planning coursework every two years.

Why Choose Kinder Institute?

Our Method

Our immersive, experiential training courses put advisors on both sides in the life planning relationship process. Under the teaching and guidance of expert  trainers, advisors learn how to help their clients build life plans, in part by working through the process of building their own. 

Professional Designation

Earn the formal recognition of expertise in a structured interview process and the relationship-based listening skills that help clients uncover their most meaningful and fulfilling aspirations so financial planning can most efficiently support the lives they long to live.

Continuing Education

After earning the RLP® designation, professionals are required to keep their skills sharp by attending a minimum of eight hours of continuing education in life planning coursework every two years.

Want To Learn More?

We welcome your interest in life planning and encourage you to connect with us via any of the following opportunities. We’re here to answer your questions! 

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