This two-hour course is designed for financial professionals to assist clients in the practice of faith-based investing, aligning their clients’ values with their investment portfolios. Each of the 11 sessions is moderated by Rachel McDonough and taught by one of the practicing industry professionals listed below.
The course helps advisors understand:
How the client’s worldview shapes their view of investing
Implications for the faith-based client in investment planning
The case for integrating the client’s values into their investments
How to assemble a portfolio that aligns with the client’s values
Jeff Van Duser
Rachel McDonough, CFP®, CKA® is a wealth advisor with EverSource and the founder of Wealthfluence, a consulting firm focused on Faith Driven Investing. She chairs the Advisor Solutions Group of the Faith Driven Investor movement, a fast-growing network of Christian financial professionals and investors. Rachel is a published author, worship leader, and homeschooling mama of three.
This course requires an active membership and an additional purchase.
|1||Introduction to the Faith-Based Investing Course|
|2||The Gospel and Why It Matters|
|3||How the Bible Impacts Our View of Business|
|4||Implications for the Christian Investor|
|5||Major Industry Trends|
|6||The Case for Integrating Values|
|7||Different Forms of Faith-Based Investing|
|8||Ethical or Moral Screening of Portfolios|
|11||Deepening Client Relationships|