Find A Life Planner
Life Planning Advanced Training:
Applying EVOKE® Life Planning Methodology
to
Client Engagements
This Training provides 28 CEU's for CFP®'s
- An intensive residential experience
- Build vibrant futures and lives for your clients with The Kinder Institute
- The prerequisite to participation in the Advanced Life Planning Training is the completion of the Seven Stages of Money Maturity® 2-Day workshop.
The purpose of the Life Planning
Residential Intensive Training is to teach and train financial planners
in the EVOKE® methodology and process that deepen and extend the financial
planning relationship into one that integrates core life values and
goals into the comprehensive financial plan, integrating these values
and goals with financial or money goals. The textbook for this course is Lighting the Torch: The Kinder Method(TM) of Life Planning
Partnering with another financial advisor, participants switch roles back and forth, with each acting as both client and advisor for each phase of the professional Life Planning process.
Extensive work is done on accessing deeply-held personal goals and aspirations for a life worth living. Goals are identified, sorted, time-lined and assessed for potential obstacles and financial implications. Advisor and client collaborate on both the articulation of a life vision and the obstacles that may arise. Scenarios are developed to further the goals and address the obstacles. Working together, client and advisor arrive at a proposed “life plan” which is then integrated with financial strategies. No investment advice is given, only planning functions are addressed.
Advisors learn and practice professional relationship skills, including effective listening and communication skills, empathic mirroring, facilitating motivation and enthusiasm, dealing with emotional pain and resistance, and coaching skills for execution. Advisors also learn how to recognize their own emotional responses to client issues, and how to set those aside to avoid unduly influencing clients.
There is discussion of the methodology throughout, combined with practice sessions at each phase where each pair is observed by the trainers and the whole training group, followed by concise and constructive feedback. In this way, all participants not only work within their own pair, but also observe their peers at work and are able to benefit from the variety of approaches and techniques demonstrated.
One half-day is spent on basic counseling principles, the dynamics of working with couples and families, and conflict resolution. Another half-day is devoted to practice management issues related to integrating a Life Planning approach into an existing financial planning practice.
Upon completing the residential training, graduates may elect to continue their training as they begin to integrate what they have learned into their practice by participating in the Mentorship program. It is a six-month program involving bi-weekly online case seminars for the whole training group, to discuss individual experiences with clients; email correspondence with a mentor; and a monthly one-hour group teleconference. Upon completing the Mentorship, participants will become Registered Life Planners of the Kinder Institute, and featured on our web site as such.
