National Care Planning Council
Certified in Life Resource Planning
Life Resource Planning

A new concept to help aging seniors and their families cope with the challenges of old age.

Rules Governing the Use of the CLRP Designation

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

    2. The designation acronym cannot be used in a way that implies this designation endows any additional expertise – other than the presentation of Life Resource Plans – for the person displaying this information in addition to the expertise that person already possesses.

    3. The designation acronym cannot be used in a way that it appears the National Care Planning Council (NCPC) endorses the business or the non-planning activities of the person having this recognition.

    4. Media promotion – using electronic media, advertising, brochures or other forms of public communication – of the designation acronym, the certification statement, the logo and advertising of membership with the National Care Planning Council (NCPC) 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 helping individuals recognize issues to be encountered through the aging process."

Special Advertising Rule

    A member of the National Care Planning Council (NCPC) shall not use any form of media to advertise his or her recognition in the council 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, Internet 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 with the National Care Planning Council (NCPC)

    2. Placement of the acronym – CLRP

    3. 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

The CLRP™ Designation (Certified in Life Resource Planning)

The National Care Planning Council 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 below,
  2. Experience – at least two years full-time experience in a related field or a degree from an accredited university or college or a combination of both,
  3. Self-study training from a textbook in 3 volumes and 2 additional volumes containing 400+ 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
  7. Maintaining at least basic monthly membership with the National Care Planning Council.

Application for the CLRP Designation and Membership

If you would like to further pursue the designation and membership please complete our application below or call us at (800) 989-8137. Thank you.


Name*
Address:
City*
State:
Zip:
Email*
Phone*
Your Age:
 

Qualifications
  Do you have a college education?
  OR
  Do you have at least 2 years in activities or a profession related to the CLRP?
 

Examples:

  • Elder law or Estate planning
  • Home care services
  • Reverse mortgage
  • Care management
  • Financial advice or products for the elderly
  • Veterans benefits
  • Working in a care community or nursing home
  • Care community placement services
  • Any other activities or profession focused on
    helping aging seniors and their families
  Do you have a cumulative of college education and activities or a profession listed above?
 

Convictions / Suspensions / Judgments
  Have you ever been convicted or imprisoned for a crime?
If yes,
please explain
  Have you ever had a state or federal license revoked or suspended?
If yes,
please explain
  Do you have any judgments against you?
If yes,
please explain
 

Certification / Submit Application
eSignature*
  With your eSignature (accepted in the form of /your full name/), you certify the statements and entries above are true and correct to the best of your knowledge.
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  We respect your privacy. Your information will not be given / sold to any other entity.