planning process

• Understanding Life Resource Planning
• Examples of Life Resource Planning
• Requirements to Become a Society Member
• The Life Resource Planning Team
• Certified in Life Resource Planning (CLRP)

Become a member

If you would like to become involved in the Life Resource Planning process, we invite you to go to the link titled "Requirements to Become a Society Member" in order to learn about the qualifications necessary to become Certified in Life Resource Planning. If you want to pursue membership further please complete our application for the designation.

Apply for the Designation

Certified in Life Resource Planning (CLRP)

Rules Governing the Use of Recognition by the Society

1. With the exception of the advertising rule below, the designation acronym (CLRP), certification statement ("Certified in Life Resource Planning,") the Society logo and disclosure of membership in the Society can be used on business cards and in business literature or on the websites of members where it is allowed by government rules or allowed through the business or professional organization affiliation of the member

2. Advertising the designation acronym, the certification statement, the Society logo and advertising of membership in the Society cannot be used in a way that implies this recognition endows any additional expertise – other than the presentation of Life Resource Plans – for the person displaying this information over the expertise that person already possesses

3. Advertising the designation acronym, the certification statement, the Society logo and advertising of membership in the Society cannot be used in a way that it appears the Society endorses the business or the non-planning activities of the person having this recognition

4. Public use of the designation acronym, the certification statement, the Society logo and advertising of membership in the Society must include an explanation as to its meaning; which is the person so recognized as a member of the Society for Life Resource Planning has "received training to present Life Resource Plans for the purpose of assisting planning clients recognize issues to be encountered through the aging process."

Special Advertising Rule

A member of the Society for Life Resource Planning shall not use any form of media to advertise his or her recognition in the Society when the media content or the advertisement includes any form of communication designed to promote, solicit or sell any form of financial product even if the communication does not specifically mention financial products.

"Media" means business cards, brochures, letters, newsletters, mailers, newspapers, magazines, slide show presentations, video presentations, radio, television, emails, websites, social media, billboards or any other like-type of means of communicating a message with the public.

"Recognition" means using any form of media to communicate any one or all of the following

1. Membership in the Society for Life Resource Planning
2. Placement of the Society logo
3. Placement of the acronym – CLRP
4. Use of the phrase "certified in life resource planning" or any combination or extract of these words or the use of other similar words that would indicate an expertise in a planning process for aging seniors.

"Financial Product" means insurance products, investment products, financial arrangements or any other type of product that promises a monetary return to an individual who commits his or her funds, his or her income or who signs a loan agreement as part of the arrangement.

"Advertise" means a written or oral communication designed to promote, solicit or sell a product or service.