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Kingdom Advisors Core Training (2nd Edition)

About the Course

Developed over a lifetime, this newly revised and completely rebuilt course features a wealth of information designed to help you effectively integrate biblical financial wisdom into client counsel. Organized in 96 short videos over 20 modules, this training will deliver the tools and best practices you need to help deliver biblical wisdom to both Christian and non-Christian clients.

The Kingdom Advisors Core Training (2nd Edition) satisfies the education requirement for the Certified Kingdom Advisor® designation for Canadian applicants only. All other applicants seeking the Certified Kingdom Advisor® designation must complete the university-based CKA® Educational Program.

Available Sessions

This course requires an active membership and an additional purchase.

Purchase Course

# Session
1 1.1 Introduction: Opportunity
2 1.2 Introduction: Vision
3 1.3 Introduction: Strategy
4 1.4 Introduction: Biblical Financial Planning
5 2.1 Training Overview: Training Methodology
6 2.2 Training Overview: Preview of Content
7 2.3 Training Overview: Transferable Concepts
8 2.4 Training Overview: Asking the Right Questions
9 3.1 Worldview
10 3.2 Wisdom
11 3.3 Processes and Personal Convictions
12 3.4 Vocation
13 4.1 Biblical Stewardship: Perspective
14 4.2 Biblical Stewardship: Biblical Wisdom
15 4.3 Biblical Stewardship: Core Message
16 4.4 How I Apply Live, Give, Owe, Grow in My Practice
17 5.1 Giving: Perspectives and Principles
18 5.2 Giving: Why Give?
19 5.3 Giving: Maximized Giving
20 5.4 Giving: Influencing Clients to Give
21 5.5 Giving: Motivations for Giving
22 6.1 A Generosity Contract
23 6.2 Developing Generous Clients
24 6.3 Using the Journey of Generosity as a Tool
25 6.4 Giving Vehicles
26 7.1 Financial Lifestyle: Preview
27 7.2 Financial Lifestyle: Contentment
28 7.3 Financial Lifestyle: Principles
29 7.4 Controlling Financial Lifestyle
30 7.5 Cash Flow Planning and Sequential Investing
31 7.6 Net Worth: Perspectives and Principles
32 7.7 Impact of Financial Finish Lines
33 7.8 How Much Is Enough? Testimony
34 8.1 Borrowing and Debt Overview
35 8.2 Debt: Biblical Wisdom
36 8.3 Debt: Dangers of Debt
37 8.4 Debt: Rules and Illustrations
38 9.1 Taxes: Biblical Wisdom
39 9.2 Taxes: Tax Planning
40 9.3 Insurance
41 10.1 Investing: A Biblical Perspective
42 10.2 Investing: Strategy
43 10.3 Investing: Where to Invest?
44 10.4 Principled Economic Reasoning Parts 1 and 2
45 10.5 Principled Economic Reasoning Parts 3 and 4
46 11.1 Work: Perspectives and Principles
47 11.2 Work: The Big Picture
48 11.3 Work: Processes and Personal Convictions
49 11.4 New Retirementality
50 12.1 Life Planning: Perspectives and Principles
51 12.2 Life Planning: Forms of Capital and Practice
52 12.3 Goal Setting: Perspectives and Principles
53 12.4 Goal Setting: Processes
54 12.5 Goal Setting: Faith Goals
55 12.6 Goal Setting: Personal Convictions and Client Objectives
56 13.1 Decision Making: Principles
57 13.2 Decision Making: Common Barriers
58 13.3 Decision Making: A Criteria-Based Model
59 13.4 Decision Making: Steps 1-3
60 13.5 Decision Making: Steps 4-7
61 13.6 Decision Making: Steps 8-10
62 13.7 Decision Making: Case Study
63 13.8 Decision Making: Personal Illustrations
64 14.1 Wealth Transfer: Next Steward Chosen
65 14.2 Wealth Transfer: Biblical Wisdom
66 14.3 Wealth Transfer: Six Decisions (Part One)
67 14.4 Wealth Transfer: Six Decisions (Part Two)
68 14.5 Wealth Transfer: Client Counsel Objectives
69 15.1 Relational Wisdom Part 1
70 15.2 Relational Wisdom Part 2
71 15.3 Relational Wisdom Part 3
72 15.4 Relational Wisdom Part 4
73 16.1 Leadership Overview
74 16.2 Biblical Leadership
75 16.3 Discipleship
76 16.4 Faith and Eternal Results
77 16.5 Personal Mission
78 16.6 Living as a Disciple-Making Advisor
79 17.1 Client Discipleship: Skilled Craftsmen
80 17.2 Client Discipleship: Discerning Spiritual Interest
81 17.3 Client Discipleship: Spiritual Disinterest
82 17.4 Client Discipleship: Spiritual Interest
83 17.5 Client Discipleship: Spiritual Growth
84 17.6 Client Discipleship: Spiritual Maturity
85 18.1 Thriving Family
86 18.2 Cultural Challenges of Training Children to Manage Money
87 18.3 A Model for Training Children to Manage Money
88 18.4 Parent Lessons in Training Children to Manage Money
89 19.1 Changing the Client Conversation
90 19.2 Building a Bridge to Women: Active Listening
91 19.3 Building a Bridge for Husband Wife Communication
92 19.4 Heart-Level Conversations, Part 1
93 19.5 Heart-Level Conversations, Part 2
94 20.1 Calling
95 20.2 Advisor Accountability

Continuing Education

Accepted for CE Credit

Hours: 24
Designations: CKA®, CFP®, IMCA, PACE, Institute
Minimum  Passing Grade: 80%