Join us October 14 & 15

This two-day intensive course includes the following:

  • Live Teaching

    Jason Myhre will teach the full "Discover God's Story for Investing" curriculum.

  • Continuing Education

    Participants will be eligible for 7 hours CE credit for CFP®, CIMA®, CPWA®, and RMA® certifications and 3 hours CE credit for CKA certification.

  • Meals & Harvard Tour

    Fellowship with likeminded Christian financial advisors over three included meals and a Christian history walking tour of Harvard.

Course Agenda

We will be packing a lot into two days! See all the details of our time together here.
View the Agenda

Course curriculum

    1. Thank you for registering!

    2. Brief Survey on Intensive Logistics

    3. Intensive Agenda

    1. Learn to discern the story the world is telling about investing

    2. Lesson 1 Questions for Reflection

    3. Lesson 1 Presentation

    1. Examine the creation account to understand God's story for work and the first element of a good business.

    2. Lesson 2 Questions for Reflection

    3. Lesson 2 Presentation

    1. Delve into the creation account to understand the social nature of work.

    2. Lesson 3 Questions for Reflection

    3. Lesson 3 Presentation

    1. Understand the gift of wealth creation and its proper place within God's world.

    2. Lesson 4 Questions for Reflection

    3. Lesson 4 Presentation

    1. Learn how to live out God's story for investing in your wealth management practice.

    2. Lesson 5 Questions for Reflection

    3. Lesson 5 Presentation

About this course

  • 6 Lessons
  • Group Discussion
  • Resources for Further Study

Location

The intensive will be held at the Eventide office at 1 International Place Suite 4210, Boston, MA 02110.

View our list of recommended hotels, restaurants, and attractions to plan your trip here.

What you will gain from this intensive:

  • A clear understanding of the "why" behind a faith-based approach to investing

  • Resources on putting the theology into practice, including a list of faith-based funds, screeners, TAMPs, consultants, and firms that specialize in faith-based investing

  • A white-labeled presentation deck you can use to share God's Story for Investing with your clients

  • A "Christian Theology of Investing" certificate

  • Eligibility for 7 hours CE credit for CFP®, CIMA®, CPWA®, and RMA® certifications and 3 hours CE credit for CKA certification