Join us August 14 & 15

This two-day intensive course includes the following:

  • Live Teaching

    Shaun Morgan 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.

  • Resources

    We'll provide practical resources for continuing your journey toward faithful investing.

Course Agenda

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

Course curriculum

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

    2. Using your learning management system

    3. Lesson 1 Questions for Reflection

    4. Lesson 1 Presentation

    5. Lesson 1 Recording

    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

    4. Lesson 2 Recording

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

    2. Lesson 3 Questions for Reflection

    3. Lesson 3 Presentation

    4. Lesson 3 Recording

    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

    4. Lesson 4 Recording

    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

    4. Lesson 5 Recording

    1. Learn how to explain God's story for investing to your clients.

    2. Lesson 6 Questions for Reflection

    3. Lesson 6 Recording

    4. Loran Graham on Going 100% Faith-based

    5. Loran Graham on Presenting to Clients

    6. An Advisor's Journey to Faithful Investing with Harry Pearson

    7. Sample Client Presentation

About this course

  • 6 Lessons
  • Group Discussion
  • Resources for Further Study

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

Registration

This course includes live course instruction in Kansas City as well as all meals included on the agenda.

  • Free

    Click the "Register" button to create an account and be automatically registered.

    REGISTER

Course Instructor

Visiting Teacher Shaun Morgan

Shaun Morgan is the founder of Morgan Advisor Consulting, where he helps financial advisors build and grow the practices they envision. He brings a long and diverse career in investment and financial services, including roles as a business banker at JP Morgan Chase, a Regional Vice President at Provasi Capital Partners, and a Regional Director at GuideStone. Shaun also served as Director of Education and Director of Product Marketing at Eventide, where he helped shape the firm’s message and regularly wrote and spoke on its behalf. Most recently, he led business development efforts at EverSource Wealth Advisors. Shaun lives in Dallas with his wife, Brittany, and their two daughters, Kate and Belle.