Kansas City Course Intensive
Immerse yourself in God's grand and beautiful purposes for investing by joining our two-day intensive course in Kansas City. We will fellowship and learn as we encourage each other in our walk toward faithful advising.
Learn to discern the story the world is telling about investing
Using your learning management system
Lesson 1 Questions for Reflection
Lesson 1 Presentation
Lesson 1 Recording
Examine the creation account to understand God's story for work and the first element of a good business.
Lesson 2 Questions for Reflection
Lesson 2 Presentation
Lesson 2 Recording
Delve into the creation account to understand the social nature of work.
Lesson 3 Questions for Reflection
Lesson 3 Presentation
Lesson 3 Recording
Understand the gift of wealth creation and its proper place within God's world.
Lesson 4 Questions for Reflection
Lesson 4 Presentation
Lesson 4 Recording
Learn how to live out God's story for investing in your wealth management practice.
Lesson 5 Questions for Reflection
Lesson 5 Presentation
Lesson 5 Recording
Learn how to explain God's story for investing to your clients.
Lesson 6 Questions for Reflection
Lesson 6 Recording
Loran Graham on Going 100% Faith-based
Loran Graham on Presenting to Clients
An Advisor's Journey to Faithful Investing with Harry Pearson
Sample Client Presentation
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
This course includes live course instruction in Kansas City as well as all meals included on the agenda.
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