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Designation

The Certified Kingdom Advisor® Designation offers training and distinction to financial professionals who want to go deeper with their clients—and their career. With this certification, financial advisors can elevate their practice to a higher level of expertise and understanding, as well as offer their clients peace of mind and purpose in stewarding their wealth.

Benefits to You:

Attaining the Certified Kingdom Advisor® designation allows you to confidently integrate technical expertise and biblically wise counsel in your financial advising role. The designation sets you apart as a financial professional who has pursued faith/work integration to the highest credentialed level in the financial advising world.

Benefits to Your Client:

More and more Christians are discovering that the worldview of their financial advisor is of critical importance. The Certified Kingdom Advisor® provides a principled class of Christian financial advisors who have been trained in biblically wise financial advice to men and women seeking biblically wise financial counsel. Additionally, Kingdom Advisors maintains a nationwide, searchable database of advisors available to the public.



Earning the Certified Kingdom Advisor® designation is only a few simple steps away.

Next Steps:

Step 1:

Complete the Kingdom Advisors Core Training and take tests accompanying each session. As a part of the Certified Kingdom Advisor® application, we accept a minimum score of 80% per test.

Step 2:

Complete the Certified Kingdom Advisor application* online. Applicants must either hold one of the following industry approved designations: CFP®, ChFC®, CPA, CPA/PFS, EA, CFA, CIMA®, AAMS, CLU®, JD or hold 10 years of experience in the discipline in which applying for the Certified Kingdom Advisor® designation. These disciplines include insurance, investments, accounting, law, and financial planning.

*Please note a $50 application fee is required.

Application deadline:

In 2017, we will transition to a university-based Core Training in addition to implementing higher standards for acceptance. Within six months after the launch of the new university-based Core Training, you must complete the current Core Training program and submit your completed Certified Kingdom Advisor® application. Members will be notified by email specifying the deadline date once the transition to the new course is complete.

Step 3:

Maintain active status as a Certified Kingdom Advisor®* and maintain ongoing annual compliance requirements. Annual renewal requirements include completion of 10 hours continuing education with Kingdom Advisors, Inc., active Kingdom Advisors membership, and completion of an annual renewal online.

*Please note that Certified Kingdom Advisor® membership dues are $495 annually ($135 difference from Professional dues).


CKA® Disciplines as Defined by Kingdom Advisors

Financial Planner

Type of Practice: Comprehensive Financial Planning

Experience Requirement: 10 years full-time experience* OR one of the following professional designations: CFP®, ChFC®, CPA/PFS (Canada: RFP, PFP, CIM, CSWP)

Definition: The process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas outlined by the CFP® Board of Standards:

  1. Financial statement preparation and analysis (including cash flow analysis/planning and budgeting)
  2. Insurance planning and risk management
  3. Employee benefits planning
  4. Investment planning
  5. Income tax planning
  6. Retirement planning
  7. Estate planning

*If you do not hold one of the above designations for this discipline, you are required to submit a copy of a comprehensive financial plan that you have produced for one of your clients along with your Certified Kingdom Advisor® application. Please remove the clients’ names, Social Security Number, etc., when you submit the plan.

Accountant

Type of Practice: Personal Income Tax / Corporate Income Tax

Experience Requirement: CPA, EA (Canada: CGA)

Definition: An Accountant/Tax Professional is either a Certified Public Accountant who has been licensed by the respective agency responsible for professional licensing in their state or an Enrolled Agent who has demonstrated technical competence in the field of taxation and is licensed by the federal government.

Investment Professional

Type of Practice: Investment Management

Experience Requirement: 10 years full-time experience OR one of the following professional designations: CFP®, ChFC®, CPA/PFS, CFA®, CIMA, AAMS® (Canada: RFP, PFP, CIM, CSWP)

Definition: An investment professional provides professional expertise to the management of investment assets held in retirement accounts, trusts, individual and joint accounts. This type of advisor is registered with the SEC/CSA or State and “flat fee” paid for advice, or they are registered with a Broker Dealer and paid on a commission basis.

Insurance Professional

Type of Practice: Life or Long Term Care Insurance Planning and Sales

Experience Requirement: 10 years full-time experience OR CLU®

Definition: An insurance consultant helps people find adequate amounts of insurance coverage at competitive prices. This type of advisor can be captive, career, or independent.

LAWYER

Type of Practice: Estate, Wills, Trusts, Planned Giving, Business Succession, etc.

Experience Requirement: JD (Canada: LL.B)

Definition: An attorney is a person who has passed the bar exam in their state and is licensed to practice law in that state. Those attorneys who are most involved with Kingdom Advisors tend to be proficient in the area of gift and estate planning, business succession planning, income tax planning, business law, family partnerships, and corporate reorganizations.

Frequently Asked Questions:


Application:

What are the professional requirements to apply to become a Certified Kingdom Advisor®?
Applicants must either hold one of the following industry approved designations: CFP®, ChFC®, CPA, CPA/PFS, EA, CFA, CIMA®, AAMS, CLU®, JD or hold 10 years of experience in the discipline in which applying for the Certified Kingdom Advisor® designation. These disciplines include insurance, investments, accounting, law, and financial planning.

When is the application deadline?
In 2017, we will transition to a university-based Core Training program in addition to implementing higher standards for acceptance. Within six months after the launch of the new university-based Core Training, you must complete the current Core Training Program and submit your completed Certified Kingdom Advisor® application. Members will be notified by email specifying the deadline date once the transition to the new course is complete.

What if I do not have 10 years of professional experience or one of the required designations before the application deadline?
Contact Michelle Davis at CKA@kingdomadvisors.com

What are the required references?
There are three required references as a part of our current application. We require a pastoral reference and two client references from non-family members who have known you for at least two years.

What if I don’t know my senior pastor or haven’t been at my church for two years?
We recommend getting a reference from someone in a church leadership position that has known you for at least two years (i.e. Small Group Leader, Community Service Director, Associate Pastor, etc.).

I don’t work directly with clients, but I meet the professional requirements. Can I still apply to become a Certified Kingdom Advisor?
If you meet all our application requirements, you would be eligible to become a Certified Kingdom Advisor®, but you would not be able to be published in our directory for the general public considering your current role. The goal of our directory is to connect the general public with our Certified Kingdom Advisor®, their potential advisors.

What is the Certified Kingdom Advisor® application process?
Once our office receives a reference or an application, we start an application file for the applicant. Once we confirm that we have a completed application and references on file, our Certification Review Board reviews your application and considers it for Certification. Typically, we will have your application status within 4-6 weeks from the time we have your completed application and references. Once an applicant is approved to be a Certified Kingdom Advisor, then we contact the applicant and post his/her listing in our Certified Kingdom Advisor directory. Welcome packets are mailed within 7-10 business days.


Certification Renewal:

I already paid my member dues, why did I receive a notice for renewal?
If you are a Certified Kingdom Advisor®, you may have received a notice to renew your Certification. The next step is to complete our online Certification renewal process on our legacy site.

What is the difference between Certified Kingdom Advisor® renewal and Kingdom Advisor membership renewal?
We have two renewal systems in place at Kingdom Advisors. One is for membership with Kingdom Advisors (this is connected to membership dues). The second is for our Certification renewals, which are connected to our online Certification renewal process on our legacy site. We require an annual renewal to ensure that our Certified Kingdom Advisor® designees are still in good standing with their designations and regulatory bodies, as well as reaffirming core areas of certification.

How do I renew my Certification?
Complete our online renewal process on our legacy site. Please visit and complete each section of the renewal. Once the section is completed, you will see a green check mark. Your renewal is complete once you have visited and completed all sections. Please contact Michelle Davis at CKA@kingdomadvisors.com for questions.


Core Training:

How do I get my 20 hours of CFP®, IMCA, or PACE continuing education credit for Core Training?
Once completed with the online training and accompanying tests, please email our staff at CE@kingdomadvisors.com with your designation ID number and the last 4 digits of your Social Security #. We will submit CE credit on the member's behalf.

How do I access my core training tests?
1. Login to the member homepage.
2. Select "Training” located in the dark gray header. Select “Kingdom Advisors Core Training.”
3. At the next page, you will be able to view your modules and complementary guides. These can be reviewed in sequence or by topic. Select “Take test” for each module in the far right hand column. You will be re-directed to our legacy site.
4. Our testing center is currently hosted on our legacy site. This will be moved to our new website on a future web development phase. Please login using the same credentials that you use for our new site under "Kingdom Advisors Legacy Site Login" instead of selecting the link above it for the new site.

What are the standards for the core training tests?
We have a minimum pass standard of 80% on each session test.


New University-based Core Training:

What is the cost for the new Core Training at Liberty University or IWU?
TBD, pricing will be determined by the University.

Where will the testing be with the new University based training?
After the training moves to Liberty and IWU, the proctored exam will most likely be administered either online or at a testing center such as Sylvan.

Eric Dunavant, CFP®, CKA®

Dunavant Wealth Strategies – Mandeville, LA

No one else is touching this. It has created the foundation I needed to transform my practice.

John Moore, CKA®

John Moore & Associates, Inc. – Albuquerque, NM

Core Training was the most meaningful thing I have done in my career. It completely changed the way I was framing my advice. The transferrable concepts I learned have allowed me to communicate more effectively with clients while providing tools for the financial strategy we use in our own family.

Bardie Wolfe, CFP®, RICP®, CKA®

Peak Financial Management – Broomfield, CO

Pursing the Certified Kingdom Advisor designation has helped me hone my skills and communication with clients…I find it imperative that I help followers of Christ understand what our Lord is revealing to us about our money. I am better able to speak comfort and confidence through my financial advice, knowing our Lord is our provider. 

Jerry Black, CKA®

Legacy Planning Group, Inc. – Suwanee, GA

It's when I participate in a conference call, attend the annual conference, fellowship with my peers in our local study group that I realize how much I can learn and yet at the same time come away feeling encouraged, challenged, motivated to more fully commit to bringing life changing transcendent principles back to my family, clients, church and community.

Floyd Green, CFP®, CKA®

Cornerstone Wealth Management – Raleigh, NC

The Core Training enables a person to get beyond the ability to catalog bible verses about money and possessions. It helps him/her learn how to apply the truths of Scripture to his own life and clients’ lives.

Bruce Synder, CFP®, CKA®

Snyder Financial Group, Inc. – Tampa, FL

I knew the how, but through the Kingdom Advisors training, my counsel now centers around the why. KA keeps me focused and intentional about how and why we impact Kingdom work.

The central mission of Kingdom Advisors (“KA”) is to benefit the public by granting the Certified Kingdom Advisor® designation and upholding it as the standard of excellence for biblically wise financial advice. As part of that mission, we require all Certified Kingdom Advisor® designees (“CKA Designees”) to remain in substantial compliance with a set of ethical principles, rules, and standards in order to use or to continue to use the Certified Kingdom Advisor® designation.

In order to oversee such compliance, KA has established a set of disciplinary procedures to oversee the investigation of potential violations of such principles. These procedures include the review of complaints. If you make a complaint, it will be considered according to that procedure. A formal complaint must be submitted in writing, signed, and with an affirmation that every statement made in the complaint is true to the best of your knowledge. Please download the “Kingdom Advisors Procedures for Reporting Ethical Violations” and "Kingdom Advisors Disciplinary Procedures” below for complete details. 

Complaints against a Certified Kingdom Advisor® can be submitted via email or in writing:

Kingdom Advisors, Inc.
280 Interstate North Circle, SE, Suite 100
Atlanta, GA  30339

ckacomplaints@kingdomadvisors.com