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Choose a Professional

Choosing a Certified Kingdom Advisor® allows you to work with someone who has committed and been trained to be a person of character who, from a biblical worldview, serves you with biblical financial advice so that you can confidently navigate financial decisions as a faithful steward.

Certified Kingdom Advisor® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be:

Able to Apply Biblical Wisdom in Counsel:

By participating in the Certified Kingdom Advisor coursework and examination and committing to incorporate biblical principles in their financial advice.

Technically Competent:

By providing evidence of an approved professional designation (varying by discipline) or by having at least 10 years full-time experience in their discipline.

Ethical:

By agreeing to espouse and practice the Kingdom Advisors Code of Ethics, by maintaining active local church involvement, and by providing pastoral and client letters of reference.

Biblical Stewards:

By pledging that they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income.


What type of advisor do I need?

Engaging with a Certified Kingdom Advisor® in your area is the first step toward living out your faith in your financial decisions under the care of an advisor who has demonstrated professional competence and a commitment to biblically wise financial counsel.

Certified Kingdom Advisor® designees are advisors from various disciplines who have been trained in specialized fields related to financial decision-making.

Financial Planner

A financial planner helps people use God-given resources to accomplish God-given goals by implementing a comprehensive financial plan that includes the six-step process as outlined by the Certified Financial Planning Board of Standards, Inc.

Experience Requirement: CFP®, ChFC®, CPA/PFS or at least ten years of full-time experience

Accountant

An accountant is either a CPA who has been licensed in their state or an Enrolled Agent who has demonstrated technical competence in the field of taxation and is licensed by the federal government.

Experience Requirement: CPA, EA

Investment Professional

An investment professional provides professional expertise to the management of investment assets held in retirement accounts, trusts, individual and joint accounts.

Experience Requirement: CFP®, ChFC®, CPA/PFS, CFA®, CIMA®, AAMS® or at least ten years of full-time experience

Insurance Professional

An insurance professional educates and assists clients in understanding their insurance needs and finding adequate amounts of insurance coverage at competitive prices.

Experience Requirement: CLU® or at least ten years of full-time experience

Attorney

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.

Experience Requirement: JD