What is a Registered Life Planner (RLP)?

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A Registered Life Planner (RLP) is a designation for financial professionals who specialize in the human side of financial planning.

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Individuals seeking a financial professional who has demonstrated a basic understanding of the human side of financial planning should consider hiring an RLP. However, the designation does not suggest an advisor has a broad knowledge of financial planning.

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What Does it Take to Earn and Maintain the RLP?

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This is a 2-day course diving into the drivers and biases around money through listening exercises and illustrative storytelling based on The Seven Stages of Money Maturity philosophy.

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EVOKE Life Planning Training (36-40 hours)

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It helps advisors gain confidence to live their own life plan and deliver life planning to clients. This 6-month interactive program is usually the third and final step in achieving the RLP designation.

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Applicants may begin the coursework to become an RLP by taking the EVOKE Life Planning Training or The Seven Stages of Money Maturity Training.

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You’ll find a growing number of RLPs featured on Wealthtender and you can also visit the Planner Search page on the Kinder Institute of Life Planning website.

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What is a Registered Life Planner (RLP)?

A Registered Life Planner (RLP) is a designation for financial professionals who specialize in the human side of financial planning.