Seeking a Financial Advisor Who Shares Your Religious Beliefs? Consider One with a CKA Credential
In the realm of financial planning, the Certified Kingdom Advisor® (CKA®) designation stands out as a nationally recognized certification for professionals dedicated to integrating biblical principles with sound financial advice.
To earn this distinction, candidates must undergo rigorous qualifications across four key areas: education and training, industry experience, personal character and faith alignment, and examination and ongoing accountability. This process typically involves completing a college-level curriculum covering topics like the theology of money, stewardship, generosity, and biblical perspectives on core planning areas.
Candidates must hold a respected financial credential such as CFP®, CPA, ChFC®, or JD, or have at least 10 years of financial planning experience. They must also provide a pastoral reference, two client testimonials, and affirm Kingdom Advisors' Statement of Faith and Code of Ethics.
The training provided equips advisers to serve clients with biblical wisdom on giving, legacy planning, and contentment. This holistic approach to financial planning resonates with many Christian investors who seek advisers who share their faith-based view of wealth and stewardship.
For clients who want to align their financial lives with their faith, the CKA credential offers clarity, confidence, and counsel from a biblical perspective. Advisers with this designation are committed to guiding families in ways that honor their values, considering questions like "Where are we going?" and "Why are we going there?" in addition to implementing strategies that answer the "what" and "how" questions.
The CKA community and study groups help advisers stay rooted in these values as they grow professionally and spiritually. It's a testament to their dedication to serving clients with integrity, wisdom, and a deep understanding of the role of faith in financial decision-making.
It's important to note that the CKA is offered by Kingdom Advisors, an organisation whose records can be checked with the SEC or FINRA. The Kiplinger Building Wealth program, which handpicks financial advisers and business owners from around the world to share retirement, estate planning, and tax strategies, includes several CKA advisers in its expert lineup.
For those interested in charitable giving strategies, faith-based approaches to business, opportunities for high-net-worth individuals in retirement, hiring a financial planning firm, or financial planning one-stop shops, the CKA designation is a valuable resource. It signals that an adviser shares the client's worldview and applies it thoughtfully to financial decisions, providing a sense of confidence that their adviser is held to a high standard, both ethically and spiritually.
In summary, the Certified Kingdom Advisor® (CKA®) designation is a testament to an adviser's commitment to integrating biblical principles with sound financial advice. For clients seeking advisers who share their faith-based view of wealth and stewardship, the CKA offers a valuable resource for clarity, confidence, and biblically grounded counsel.
