CKA Certified Kingdom Advisor Exam

1. Introduction to Biblical Worldview in Financial Planning • Definition and Scope of Biblical Worldview o Understanding Biblical principles and their application in financial planning. o Distinction between secular financial planning and Biblical financial planning. o How to integrate faith and financial decisions. • Biblical Stewardship Principles o Understanding God’s ownership over all resources. o The role of the financial advisor as a steward, not an owner. o The Biblical call to generosity and serving others through wealth. • Scriptural Basis for Financial Decisions o Key Bible verses that guide financial decision-making. o Application of scripture in wealth-building strategies and decision-making. ________________________________________ 2. Kingdom Advisor Ethics and Professional Conduct • Biblical Ethics in Financial Advisory o Ethical considerations based on Biblical teachings. o Biblical principles of honesty, integrity, and fairness in all dealings. • The Role of Faith in Ethical Decisions o Navigating ethical dilemmas with Biblical discernment. o Setting boundaries between professional duties and personal faith. • Professional Conduct and Accountability o Standards for ethical behavior and professional responsibility. o Building trust through character and ethical decision-making. ________________________________________ 3. Financial Planning Principles from a Christian Perspective • Wealth Creation and Biblical Stewardship o The role of hard work, diligence, and saving in Biblical financial planning. o Biblical insights into wealth creation and avoiding the pitfalls of materialism. • Debt Management and Biblical Perspective o Approaches to debt, including Biblical warnings and strategies for avoiding unnecessary debt. o Debt repayment strategies rooted in Christian principles. • Biblical Teaching on Saving and Investing o Understanding Biblical views on investments, risk, and savings. o Biblical wisdom in allocating resources for long-term goals. ________________________________________ 4. Christian Foundations of Investment Planning • Principles of Christian Investing o Avoiding investments that promote sinful activities or violate Christian values. o Aligning investment strategies with Christian ethics and values. • Socially Responsible Investing (SRI) and Faith-Based Funds o The importance of aligning investments with ethical values and faith principles. o Understanding the rise of Christian-based investment vehicles and their impact. • Risk and Return in the Light of Biblical Wisdom o Balancing risk, return, and Biblical stewardship in investment choices. o Applying faith-driven perspectives on risk management and diversification. ________________________________________ 5. Retirement Planning through the Lens of Biblical Principles • God’s Plan for Retirement and Provision o The concept of retirement within a Biblical context. o The importance of planning for financial independence while keeping focus on serving others. • Biblical Approach to Wealth Accumulation for Retirement o Christian views on wealth accumulation, including savings and investment strategies. o The role of generosity in planning for retirement. • Providing for Family and Future Generations o Ensuring provisions for family, children, and future generations, guided by Biblical wisdom. o Estate planning and the Biblical view on inheritance. ________________________________________ 6. Tax Planning and Biblical Principles • Biblical View of Taxes and Responsibilities o Understanding the role of taxes in the Biblical economy. o The importance of paying taxes and following legal obligations according to Scripture. • Tax Efficiency in Christian Financial Planning o Strategies for minimizing tax burden while maintaining ethical standards. o Using tax-deferred and tax-exempt accounts in ways that honor Biblical principles. • Generosity and Tax Deductions o The role of charitable giving in tax planning, and the Biblical foundation of generosity. o Tax-efficient giving strategies aligned with Kingdom purposes. ________________________________________ 7. Estate Planning with Christian Values • Biblical Foundations of Estate Planning o The Biblical approach to inheritance and passing on wealth. o Key scriptural principles for managing family wealth and ensuring it serves future generations. • Legacy Planning and Kingdom Impact o How to build a lasting legacy that reflects Biblical stewardship and promotes Kingdom work. o The significance of establishing charitable legacies in the Kingdom Advisor's role. • Trusts, Wills, and Family Agreements o Key considerations in creating Christian-centered estate planning documents. o How to incorporate Biblical principles in family trusts and wills. ________________________________________ 8. Christian Principles in Business and Entrepreneurial Financial Planning • Biblical Business Principles o The role of Christians in business and entrepreneurship. o Biblical wisdom for managing and growing a business in a way that serves God’s purposes. • Faith-Based Business Strategies o Integrating faith with business decisions to maintain ethical integrity and purpose. o Risk management in faith-based entrepreneurship. • Wealth Creation in Business and Serving the Kingdom o How business owners can use wealth created through business for Kingdom purposes. o Encouraging Christian business owners to prioritize generosity and service in their ventures. ________________________________________ 9. Christian Counseling in Financial Planning • Understanding the Role of Counseling in Financial Decisions o The integration of counseling and coaching principles with financial advisory. o How to provide financial counsel that aligns with Christian values. • Biblical Counseling for Financial Stress o Using Biblical wisdom to help clients deal with financial stress and uncertainty. o Addressing emotional and spiritual issues related to wealth, money, and security. • Guiding Clients through Financial Transitions o Counseling families through financial transitions like loss, inheritance, or job changes. o Helping clients make faith-based decisions during financial crises. ________________________________________ 10. Charitable Giving and Kingdom Impact • The Importance of Generosity in Christian Financial Planning o Biblical teachings on tithing, charitable giving, and stewardship. o The call to live generously and help others through giving. • Strategic Charitable Giving o Developing tax-efficient charitable strategies that align with Christian values. o Encouraging clients to consider long-term Kingdom impact through charitable giving. • Christian Principles in Fundraising and Philanthropy o Approaches to fundraising that honor God’s mission. o Understanding how philanthropy can advance God’s Kingdom on Earth. ________________________________________ 11. Building a Successful Practice as a Kingdom Advisor • Establishing a Kingdom-Centered Advisory Practice o How to develop a business that honors God in both service and financial outcomes. o The importance of maintaining ethical standards and Biblical values in business operations. • Marketing and Client Engagement with Integrity o Approaching marketing and client outreach in a way that is consistent with Christian principles. o Building a reputation for trust, transparency, and client-centered care. • Continuing Education and Spiritual Growth as a Financial Advisor o The importance of ongoing professional development and personal spiritual growth. o Resources for continuing education within the Christian financial advisory space.