CFP, CPA … CKA? Why a Christian designation is gaining momentum
October 16, 2019 by Tobias Salinger
As more advisors seek to connect their faith with their businesses, a Christian financial planning certification is on the rise at the largest independent broker-dealer.
More than 75 LPL Financial advisors are Certified Kingdom Advisors and around 500 advisors and other staff members participate in a support group at the firm, according to planner Bryan Mise of Summerville, South Carolina-based Compass Investment Advisors.
Only around 50 advisors were CKAs when the firm approved the use of the designation in marketing materials last year. A total of 1,180 designees working in financial services — advisors, accountants or other investment professionals — must meet prerequisite standards like being CFPs or CPAs. Designees also complete a training course and attend continuing education.
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