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The CLRP™ designation · Certified in Life Resource Planning

Put the whole picture on paper for families.

CLRP is the designation for professionals who serve seniors and can map the full range of aging challenges — care, money, legal, benefits, family — into one written Life Resource Plan a family can actually use.

CLRP™ Designation Class
$499one-time

plus $29/mo software · unlimited care-plan reports

  • Self-study Handbook
  • CLRP Portal
  • LRP Assessment Tools
  • Preferred Member Benefits

Graduate bonus — unlock 50% off any NCPC membership.

Enroll in the CLRP class

Secure checkout through Stripe.

BBB Accredited
The National Care Planning Council is a BBB Accredited business
CLRP™
The designation is sponsored and issued by NCPC
50 questions
A 50-question exam, 75% or greater to pass
Self-study
Study from the digital handbook at your own pace

Why families keep getting handed off

The challenges of old age never arrive one at a time.

Loss of independence, physical disabilities and dementia hit a family all at once. The final years often mean a dissipation of remaining assets, inordinate stress on family members, and debilitating physical deterioration for the loved one receiving care. Most professionals are equipped to solve one piece of that. The family walks out still holding the rest.

01 / Care

Caregiving that keeps escalating

Physical disabilities, dementia and loss of independence, and the specialist advisers and providers a family needs to manage them — usually assembled in a crisis, not a plan.

02 / Money

Whether the money lasts

Controlling debt, reducing expenses, finding new sources of income and preserving assets, so the remaining assets are not quietly dissipated over the final years.

03 / Legal

Documents that actually work

Preparing the appropriate legal documents — before they are needed, not the week a decision has to be made without them.

04 / Benefits

Government programs nobody claimed

Discovering government support programs and finding government programs for care services that eligible families miss because no one raised them.

05 / Tax

Tax strategies from care

Taking advantage of the tax strategies available from care costs — routinely left on the table when care is handled one bill at a time.

06 / Family

The strain on the family

The inordinate stress on family members and the toll on the loved ones providing care, when there is no shared plan for who does what.

Many challenges. Many professionals. No single document that shows the family how they connect.

How it works

Life Resource Planning is the process. CLRP is the proof you were trained in it.

A comprehensive approach that helps aging seniors and their families recognize the issues they will encounter through the aging process — and see them in one plan instead of a dozen separate conversations.

Step 01

Sit down and discover

Work through the family's situation across every challenge a life resource plan covers — care, money, legal, benefits, tax and family — in their own language.

Step 02

Build the plan

The Life Resource Planning Software System organises what you found into the issues the family will face and the resources available to them.

Step 03

Deliver the written plan

The family leaves with a Life Resource Plan report in hand. Unlimited reports are included in your $29/month subscription — one family or fifty a month.

Who this is for

Built for the professionals already in the room.

The CLRP designation is for people whose profession is related to Life Resource Planning — professionals who already help aging seniors and their families and want to serve the whole picture, not just their slice of it.

Care & health

  • Home Care
  • Care Management
  • Working in a Care Community

Legal & estate

  • Elder Law
  • Estate Planning

Financial & retirement

  • Reverse Mortgage
  • Retirement Planning

And other professions focused on helping aging seniors and their families.

A professional who serves seniors, portrait
A caregiver holding the hands of an older adult

A life resource plan is a comprehensive approach to preparing for numerous challenges.

The designation

Certified Life Resource Planner (CLRP™)

The NCPC sponsors individuals who desire to earn the CLRP™ designation. Once attained, the individual will have the background knowledge necessary to successfully execute a Life Resource Plan to provide recommendations to potential clients and their families.

Enroll

Everything included in your enrollment

The study materials and testing to earn the designation, plus the software you use with real families once you have it.

  • Self-study Handbook

    Included

    The digital handbook you study from, front to back — everything the 50-question exam is based on. Printed format available upon request.

  • CLRP Portal

    Included

    Your member portal for the designation, where your CLRP status and materials live.

  • LRP Assessment Tools

    Included

    The Life Resource Plan assessment tools you use with clients and their families — the working toolkit of the designation.

  • Preferred Member Benefits

    Included

    The benefits reserved for members of the National Care Planning Council.

  • Life Resource Planning Software System

    Unlimited reports

    The tool that produces each family's written Life Resource Plan. Generate an unlimited number of care-plan reports — one family or fifty a month, same price.

    $29/mo
  • 50% off NCPC membership

    50% off

    Earn the designation and you can add any NCPC membership — Presence, Founding Chapter, Managed Growth or Excellence — at half the standard monthly price. Marketing, listings and done-for-you growth to fill your calendar.

Your enrollment

$499

once

+ $29/mo

$499 to become certified, then $29/month for the software that produces your plans — unlimited reports.

Enroll in the CLRP class

One-time fee for the study materials and testing process. Secure checkout through Stripe.

Requirements

Requirements for the CLRP Designation

Experience: a profession related to Life Resource Planning, such as

  • Elder Law
  • Estate Planning
  • Home Care
  • Reverse Mortgage
  • Care Management
  • Retirement Planning
  • Working in a Care Community
  • Other professions focused on helping aging seniors and their families
  1. Self-study training from a digital handbook (printed format available upon request)
  2. A 75% or greater passing grade from a 50-question exam based on the handbook
  3. A one-time $499 fee for the study materials and testing process
  4. An active $29/month subscription to the Life Resource Planning Software System, which produces your care-plan reports
  5. Signing a Terms of Use Agreement for the Designation
  6. Maintaining a Membership with the National Care Planning Council

Straight answers

The questions worth asking before you enroll.

Is CLRP a license?

No. It is a professional designation, and it does not grant you authority you do not already hold. The designation may not be used in a way that implies it endows any additional expertise beyond what you already possess. It sits alongside your existing profession — it does not replace or expand it.

Can I use CLRP to help sell financial or insurance products?

No — and that restriction is part of what the letters are worth. A member shall not use any form of media to advertise recognition in the council when that media includes any communication designed to promote, solicit or sell any form of financial product, even if the product is never named.

Where can I display the designation?

On business cards, in business literature, and on your website, where it is allowed by government rules or through your business or professional organization affiliation. Any media promotion must include an explanation of what it means: that you have received training to present Life Resource Plans to help individuals recognize issues encountered through the aging process.

Does NCPC endorse my business once I hold CLRP?

No. The designation acronym cannot be used in a way that makes it appear the National Care Planning Council endorses your business or you personally.

Why is there a $29/month fee?

Because the designation is not the deliverable — the plan is. The $29/month keeps you on the Life Resource Planning Software System, which produces an unlimited number of care-plan reports for the families you serve.

What does it take to earn the designation?

A profession related to Life Resource Planning, self-study from the digital handbook, and a 75% or greater passing grade on a 50-question exam based on the handbook, plus a one-time $499 fee for the study materials and testing, a signed Terms of Use Agreement, and membership with the National Care Planning Council.

Rules of use

The restrictions are the point.

A designation is only worth what it is protected against. Every holder agrees to how the CLRP acronym and the certification statement may be used — which is exactly what keeps the letters meaningful.

Use of the CLRP Designation

  1. With the exception of the advertising rule below, the designation acronym (CLRP) and 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 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 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 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: membership with the National Care Planning Council (NCPC); placement of the acronym – CLRP; 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.
A professional working at her laptop in her office

Earn the CLRP™ designation.

A one-time $499 for the study materials and testing process, then $29/month for the software that produces your care-plan reports. Self-study handbook, CLRP portal, LRP assessment tools and preferred member benefits.

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