What is Life Planning?
Life planning focuses on the human side of financial planning. It puts people, not products, at the centre of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives.
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 and, 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.
The designation through the Kinder Institute
The professional designation is recognised 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 structured interview process and the relationship-based listening skills help clients uncover their most fulfilling aspirations so financial strategies can most efficiently support the lives they long to live.