Certified Kingdom Advisor® Educational Program

1. Articulate the components of a holistic approach to financial planning. 2. Develop transferrable processes for decision making and personal convictions around values associated with financial planning 3. Articulate a framework for facilitating financial decision making around key questions, skills, diagrams, transferable concepts, and uses of money 4. Ask questions that facilitate good financial decision making 5. Define relational wisdom and discuss how emotions and reasoning work together, physiologically. 6. Identify awareness of and engagement with the six ranges of proficiency of relational wisdom. 7. Understand and apply the components of a values-based approach to financial planning, including viewpoint, skillset, toolset, competencies, distinctive, orientation, contentment, and calling 8. Orient key points of financial stewardship inside of a historical perspective and a financial planning model such that both are frameworks for effective planning conversations. 9. Learn a process for charitable planning with clients 10. Identify factors that lead clients to greater generosity and, in doing so, apply key client counsel objectives for giving 11. Answer common charitable planning questions 12. Articulate the function and benefits of a donor advised fund 13. Describe models of effective cash flow management 14. List the steps to controlling financial lifestyle and setting accumulation finish lines 15. Describe effective techniques for advising clients regarding lifestyle related cash flow 16. Understand six key advisory perspectives about borrowing and debt 17. Contrast the difference in the culture’s perspective on debt with a values-oriented perspective on debt and the implications of this difference on debt decision making 18. Articulate the four rules of debt decision-making along with key questions for client advice around debt 19. Communicate the difference between tax avoidance and tax reduction, recognizing the place of short and long term tax planning in the financial planning process 20. Counsel in regard to planning for sufficient cash flow margin and effectively deciding how to allocate it toward various long term goals such as insurance, investing, and retirement 21. Delineate between values-based client advice in the accumulation, preservation, risk management, and speculation phases of investing 22. Understand how viewing work as normative impacts retirement planning and life balance decisions 23. Articulate why financial planning is life planning 24. Walk a client through an effective goal-setting process as a part of the financial planning conversation 25. Explain and implement a reliable goal setting process 26. Counsel a client in effective decision making via a ten-step process 27. Execute estate planning counsel via a six-step wealth transfer process 28. Articulate the principles and the skills surrounding an effective methodology for training children to manage money 29. List six components of a thriving family plan offered as a part of financial planning 30. Comfortably engage a values-based client counsel approach to unique scenarios including a family meeting, counseling widows, and husband wife differences