- 4,265
Looks like they've got some credible corporate "partners", like Ameriprise, LPL, Thrivent.
Are There Any Faith-based Christian IMO/FMO's
- Thread starter dosomething410
- Start date
- 11,453
And their designation is listed with FINRA:
https://www.finra.org/investors/professional-designations/cka-formerly-qka
And it happens to outline the "statement of faith": All candidates must sign a "Statement of Faith," obtain a letter of reference from pastor or member of pastoral staff, a signed statement of personal stewardship and two client references.
So yeah, if you're going to promote yourself as a kind of "Christian" advisor, this would probably be a great way to do it.
https://www.finra.org/investors/professional-designations/cka-formerly-qka
And it happens to outline the "statement of faith": All candidates must sign a "Statement of Faith," obtain a letter of reference from pastor or member of pastoral staff, a signed statement of personal stewardship and two client references.
So yeah, if you're going to promote yourself as a kind of "Christian" advisor, this would probably be a great way to do it.
- 25,914
Maybe just ask. There is an FE Fraternal that you must be a baptized Christian to get. Some of the FE do not seem to have any problems finding lots of Baptized Christians to write.
- 15,319
I think the OP has gone to church to pray that he become less of an a-hole.
Rick
Rick
BADTROUT
Guru
Great research... and absolutely no disrespect but I checked into the pricing and am a little taken aback... True, designations shouldn't simply be $50 but these seemed a little excessive.
Core Training only: $799 (for current members)
Core Training and one year of Kingdom Advisors membership: $899
I think if asked I will stick to just telling the truth... Yes I am a Christian. They will need to rely on their faith, and my actions to seal the deal.
- 11,453
Compared to what?
My ChFC cost about $5,000 back in the day. 8 courses x $550 each = $4,400 + shipping + additional study aids that I purchased. Today, those courses are $765 each for 9 courses.
https://www.theamericancollege.edu/designations-degrees/ChFC
Designations from the College for Financial Planning are about $1,200 each.
Note: Both The American College and College for Financial Planning are accredited institutions by the US Department of Education.
Designations from the Institute of Business and Finance are about $1,200 each as well (non-accredited).
The CIMA designation costs about $10,000. A good CFP Review Course ALONE would cost about $1,000.
Now, I'm NOT recommending this CKA designation. Just did the research, but to compare the course of study of $799 and say it's too much... well, I think it's too cheap.
What are you comparing the price to?
My ChFC cost about $5,000 back in the day. 8 courses x $550 each = $4,400 + shipping + additional study aids that I purchased. Today, those courses are $765 each for 9 courses.
https://www.theamericancollege.edu/designations-degrees/ChFC
Designations from the College for Financial Planning are about $1,200 each.
Note: Both The American College and College for Financial Planning are accredited institutions by the US Department of Education.
Designations from the Institute of Business and Finance are about $1,200 each as well (non-accredited).
The CIMA designation costs about $10,000. A good CFP Review Course ALONE would cost about $1,000.
Now, I'm NOT recommending this CKA designation. Just did the research, but to compare the course of study of $799 and say it's too much... well, I think it's too cheap.
What are you comparing the price to?
BADTROUT
Guru
Agreed, the cost itself in comparison with other designations is minimal. What I am addressing is the cost for receiving instruction in applying Biblical principal to our professional consulting as a prerequisite to getting the designation.
- 11,453
Fair enough. My mind went straight to $ for designations, rather than the content of this particular one. I agree with you.
If one knows their scriptures well enough, it's not hard to use the appropriate verses to help us talk about finances with stewardship and faith principles.
There's a LOT of different "designations" that don't have that much credibility that'll charge an arm & a leg for. There's this "Certified Cash Flow Specialist" one (website is down right now) that charges something like $5,000. Granted, you get to use their "proprietary" software and stuff... but it's just insane what some people will try to promote to 'wannabe' advisors and agents.
If one knows their scriptures well enough, it's not hard to use the appropriate verses to help us talk about finances with stewardship and faith principles.
There's a LOT of different "designations" that don't have that much credibility that'll charge an arm & a leg for. There's this "Certified Cash Flow Specialist" one (website is down right now) that charges something like $5,000. Granted, you get to use their "proprietary" software and stuff... but it's just insane what some people will try to promote to 'wannabe' advisors and agents.
Interesting twists and turns in this thread. I have refrained from commenting . . . until now.
The OP is using the wrong premise in his Diogenes type search.
Just because one makes an open profession of their faith (regardless of sect or religion) does not automatically make them an honest person. From time to time I join some Christian friends for Saturday breakfast. Each of them are self employed. More than once any of them have said a business card with a fish on it is a sign you need to find someone else.
Some of the folks I have worked with and for over the years are very much grounded in their faith but they hide it under a bushel basket. They don't announce they are Christian, Jewish or whatever.
But you know by the way they conduct themselves and their business they are honest people who will do whatever they can to help others.
Likewise, I know people who openly profess they are agnostic or atheistic but are equally willing to help others.
Labels don't make a person honest or ethical. But actions speak volumes.
The OP is using the wrong premise in his Diogenes type search.
Just because one makes an open profession of their faith (regardless of sect or religion) does not automatically make them an honest person. From time to time I join some Christian friends for Saturday breakfast. Each of them are self employed. More than once any of them have said a business card with a fish on it is a sign you need to find someone else.
Some of the folks I have worked with and for over the years are very much grounded in their faith but they hide it under a bushel basket. They don't announce they are Christian, Jewish or whatever.
But you know by the way they conduct themselves and their business they are honest people who will do whatever they can to help others.
Likewise, I know people who openly profess they are agnostic or atheistic but are equally willing to help others.
Labels don't make a person honest or ethical. But actions speak volumes.
- 4,265
Jesus said, "....the tree is known by his fruit"(Matthew 12:33)
I have been, at times, pretty open about my faith in Christ on this forum. But I'm not trying to sell anything here. I find it offensive when a "fellow believer" wants me to listen to his pitch just based on our supposed "common ground". I agree with your friends about businesses with fishes on their card. If you see one, grab your wallet!
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