Southern California Intensive Course
Immerse yourself in God's grand and beautiful purposes for investing by joining our two-day intensive course. We will fellowship and learn as we encourage each other in our walk toward faithful advising.
Please complete this survey before the intensive.
Intensive Agenda
Lesson 1 Presentation
Lesson 1 Questions for Reflection
Lesson 1 Recording
Lesson 2 Presentation
Lesson 2 Questions for Reflection
Lesson 2 Recording
Lesson 3 Presentation
Lesson 3 Questions for Reflection
Lesson 3 Recording
Lesson 4 Presentation
Lesson 4 Questions for Reflection
Lesson 4 Recording
Lesson 5 Presentation
Lesson 5 Questions for Reflection
Lesson 5 Recording
"All financial advisors who consider themselves to be Christians should take this course to go deeper into the truth of God's story for investing. The course is incredibly insightful and will edify advisors and grow them in their personal walk with God through the journey of faith-based investing. Additionally, it will equip them with the tools necessary to implement and share Biblically faithful investing with clients, prospects, and anyone they engage with." (1)
"This course gives a robust theological framework for how Christians should engage with investing. I think it's crucial for any Christian advisor to understand the creation mandate we have as believers and how this pervades every aspect of our work. This course is not only biblically rich but gives practical tools for how to implement and have conversations with your clients about this topic. You will leave feeling refreshed and encouraged!" (2)
"Jason presented the deeply researched content in a very thoughtful and compelling way. The course does an exceptional job of laying out God's design for business and investing and provides actionable steps for advisors to take in response.” (3)
A clear understanding of the "Why" behind a faith-based approach to investing.
A "Christian Theology of Investing" Certificate.
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.
The intensive will be held at Alliance Advisory Services in Westlake Village, CA.
If you are joining from out of town, we recommend Hyatt Regency Westlake or Westlake Village Inn.
Registration closes October 25, and space is limited. Register now to reserve your seat!
Email [email protected]
1. Endorsement provided by Nolan Dill, who received a discount for participation in ECFI’s Discover God’s Story for Investing course in the amount of $247.50 as a standard discount offered to members of the National Association of Christian Financial Advisors. Eventide prohibits discounts from being based on assets under management or for consideration of testimonials or endorsements and maintains policies and procedures to help ensure only appropriate criteria are considered in offering discounts. An endorsement, as defined by the Investment adviser marketing rule § 275.206(4), is a statement made by a person that is not a current client or private fund investor that indicates approval, support, or recommendation of the investment adviser or its supervised persons or describes that person's experience with the investment adviser or its supervised persons, directly or indirectly solicits any current or prospective client or investor to be a client of, or an investor in a private fund advised by, the investment adviser, or refers any current or prospective client or investor to be a client of, or an investor in a private fund advised by, the investment adviser.
2. Endorsement provided by Kyle Hurt, who received a discount for participation in ECFI’s Discover God’s Story for Investing course in the amount of $247.50 as a standard discount offered to members of the Kingdom Advisors organization. Eventide prohibits discounts from being based on assets under management or for consideration of testimonials or endorsements and maintains policies and procedures to help ensure only appropriate criteria are considered in offering discounts. An endorsement, as defined by the Investment adviser marketing rule § 275.206(4), is a statement made by a person that is not a current client or private fund investor that indicates approval, support, or recommendation of the investment adviser or its supervised persons or describes that person's experience with the investment adviser or its supervised persons, directly or indirectly solicits any current or prospective client or investor to be a client of, or an investor in a private fund advised by, the investment adviser, or refers any current or prospective client or investor to be a client of, or an investor in a private fund advised by, the investment adviser.
3. Endorsement provided by Candi Glazebrook, who received a discount for participation in ECFI’s Discover God’s Story for Investing course in the amount of $247.50 as a standard discount offered to members of the Kingdom Advisors organization. Eventide prohibits discounts from being based on assets under management or for consideration of testimonials or endorsements and maintains policies and procedures to help ensure only appropriate criteria are considered in offering discounts. An endorsement, as defined by the Investment adviser marketing rule § 275.206(4), is a statement made by a person that is not a current client or private fund investor that indicates approval, support, or recommendation of the investment adviser or its supervised persons or describes that person's experience with the investment adviser or its supervised persons, directly or indirectly solicits any current or prospective client or investor to be a client of, or an investor in a private fund advised by, the investment adviser, or refers any current or prospective client or investor to be a client of, or an investor in a private fund advised by, the investment adviser.