Kinder Institute of Life Planning

Financial ServicesMassachusetts, United States11-50 Employees

The Kinder Institute of Life Planning is a training organization within financial services that offers workshops and intensive trainings for financial professionals worldwide. Based in Littleton, Massachusetts, it centers on life planning—a client-centered approach that seeks to uncover fundamental goals through structured inquiry and then address obstacles to achieving them. Its founder, George Kinder, is a recognized leader in the field, and the institute has conducted programs across multiple continents and has drawn coverage in major media. 

The institute's programs aim to strengthen client-advisor relationships and may contribute to greater alignment with plan objectives, increased assets under management, reduced client turnover, more referrals, and higher advisor satisfaction. The training emphasizes guiding clients from goal discovery to plan development and execution through a blend of professional and relationship skills. In March 2024, the organization launched an 'I'm a Registered Life Planner' series.

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