Certified Kingdom Advisor (CKA®) Approach

Faith-Guided Financial Counsel for Purposeful Planning

What Does It Mean to Be a Certified Kingdom Advisor (CKA®)?

The Certified Kingdom Advisor (CKA®) designation is awarded to financial professionals who are trained to integrate biblical principles with sound financial planning. This designation reflects a commitment to serving clients with both technical expertise and faith-based perspective, helping ensure that financial decisions are made with wisdom, care, and long-term intention.

CKA® professionals complete specialized education, follow a defined code of conduct, and participate in ongoing continuing education focused on stewardship, ethics, and values-based decision-making. For clients seeking guidance that reflects their faith, the CKA® designation provides an added layer of alignment and accountability.

A Faith-Guided Planning Philosophy

At Proverbs & Purpose Financial, financial planning is approached as more than managing investments or accounts. It is about helping individuals and families make thoughtful decisions that reflect their values and responsibilities.

This approach often includes conversations around:

Stewardship and responsible use of resources
Ethical and intentional decision-making
Long-term planning with purpose and perspective
Aligning financial goals with personal and faith-based priorities

Clients always decide how much or how little faith-based discussion they would like included in their planning. The goal is to meet each client where they are, while providing guidance that is respectful, supportive, and aligned with what matters most to them.

How the CKA® Perspective Supports Financial Planning

The CKA® designation is not a separate service. It is part of how financial planning is approached across all areas of guidance and may be reflected in conversations related to:

Financial and retirement planning
Investment strategies and portfolio structure
Legacy and estate planning coordination
Charitable giving and generosity planning
Values-based decision-making throughout life’s transitions

This framework allows planning to remain flexible, personalized, and client-focused, while keeping long-term stewardship and purpose in view.

Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FDI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Learn More About Kingdom Advisors

If you would like to learn more about the organization behind the CKA® designation and the principles it promotes for Christian financial professionals, you can visit the Kingdom Advisors website for additional background.

Visit Kingdom Advisors