Kingdom Advisors Core Training

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 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.

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#	Session
Introduction to Certified Kingdom Advisor®
1 1.1 Introduction: Opportunity 2 1.2 Introduction: Vision 3 1.3 Introduction: Strategy 4 1.4 Introduction: Biblical Financial Planning
Training Methodology
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
Developing Wisdom
9 3.1 Worldview 10 3.2 Wisdom 11 3.3 Processes and Personal Convictions 12 3.4 Vocation
Understanding Stewardship
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
Generous Advisors
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
Generous Clients
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
Financial Lifestyle
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
Borrowing and Debt
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
Taxes and Insurance
38 9.1 Taxes: Biblical Wisdom 39 9.2 Taxes: Tax Planning 40 9.3 Insurance
Investing
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
Work and Retirement
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
Life Planning and Goal Setting
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
Decision Making
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
Wealth Transfer
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
Relational Wisdom
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
Leadership and Discipleship
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
Discipleship, Part 2
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
Preparing the Next Steward
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
Client Conversations
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
Next Steps
94 20.1 Calling 95 20.2 Advisor Accountability

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