Certified in Life Resource Planning


Collaborative Senior Marketing

Marketing and Service Platforms for Professionals Serving Aging Seniors and their Families

Certified in Life Resource Planning

The Society for Life Resource Planning sponsors individuals who desire to earn the “Certified in Life Resource Planning” designation. (CLRP™) By attaining this designation, the graduate will have the background knowledge necessary to successfully execute the Life Resource Planning Process on behalf of potential clients. Here are the requirements for this designation.

Requirements for the CLRP Designation

1. Submission of our online application detailing work experience, special training, educational experience and disclosure of any complaints or legal actions

2. Experience – at least four years full-time experience in a related field or a four-year degree from an accredited university or college or a combination of both such as 2 years of college and 2 years of experience

3. Self-study training from a 549 page textbook in 3 volumes and 2 additional volumes containing 403 practice questions with and without answers

4. A 75% or greater passing grade from a 100 question exam based on the textbook

5. A one-time $350 fee for the application process, study materials and the testing process

6. Signing a Terms of Use Agreement for the Designation and Society Membership

7. Maintaining a monthly subscription to the Life Resource Planning Software System – $19/month for the development of an unlimited number of planning reports .

8. Maintaining membership in the Society for Life Resource Planning


Requirement for Society Membership

1. Member must have the CLRP Designation

2. Member will maintain a monthly subscription to the Life Resource Planning Software System – $19 a month for the production of an unlimited number of planning reports

3. Member agrees to use the LRP System to produce planning Reports for Life Resource Planning clients.

4. Member signs and agrees to abide by a membership agreement.


Training Manual for Collaborative Senior Marketing

Training Manual for Collaborative Senior MarketingThe “Training Manual for Collaborative Senior Marketing” is available as a free resource in PDF format. It is also available in printed form for a small printing, handling and shipping charge. The Training Manual is the foundation for our collaborative senior marketing approach. In addition to the “Support System Tools for Collaborative Marketing Platforms” which is an overview and introduction at the beginning of the publication, the Training Manual is organized into the following five chapters:

Chapter 1Collaborative Senior Marketing Will Create New Business
Chapter 2Effective Promotional Strategies for Collaborative Marketing
Chapter 3How to Organize a Successful Local Planning Council
Chapter 4Understanding Life Resource Planning
Chapter 5How to Organize a Life Resource Planning Council

You can download, free of charge – with no obligation or requirement to provide your contact information – the entire training manual in PDF format.

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