Welcome
Welcome to the LPL-Kingdom Advisors Community website. In partnership with Kingdom Advisors, our LPL-Kingdom Community is an advisor-led group offering community, training, and resources to any LPL Financial advisor who desires to deliver professional financial advice that aligns with the values and priorities of their Christian and faith-based clients.
Kingdom Advisors/Redeeming Money 2025 Scholarships
- We also want to encourage you to join our community at next year's 2025 KA Redeeming Money Conference in Orlando, FL on February 19-21 where our LPA-KA Community will host several events at the conference. LPL Financial is also a corporate sponsor at the conference. The LPL-KA Community provides $750 conference scholarships for first-time attendees. Contact Rusty Russell at rusty@covenant-wm.com for more information and to apply for the scholarship before registering for the conference at Kingdom Advisors.
Special Announcements
LPL CKA®-Only Webinar Series - Tuesday, October 22nd at 4:00pm ET
Special CKA®-Only Webinar: Helping Establish Faith-Aligned Financial Finish Lines
Kingdom Advisors and the LPL-KA Community are excited to invite you to a special webinar exclusively for LPL advisors that hold the CKA® designation and for those who are currently registered for the CKA® Educational Program training. This exclusive webinar is on Tuesday, October 22nd at 4:00pm ET and we encourage you to register now using the link below. You will receive a confirmation email with Zoom instructions for the webinar. The webinar provides 1 hour of CKA® CE.
https://kingdomadvisors.com/ch...
On this webinar, we will focus on the important CKA® conversation of helping clients establish faith-aligned financial finish lines. We will hear from Ron Blue, Founder of Kingdom Advisors and John Cortines from the Maclellan Foundation who will share their insights and a valuable client-facing tool only available to CKA®s. As a CKA®, you will also learn best practices from fellow advisors on how to effectively integrate the CKA® training into your client advice.
This specific webinar is designed to help you as a CKA® to:
- Better integrate specific areas of the CKA® training, including generosity and lifestyle, into your client conversations and practice management
- Learn from leading industry experts and receive valuable client-facing resources only available to CKA®s
- Acquire practical best practices from CKA® peers on how to effectively use the CKA® training into your practice
- Receive 1 hour of CKA® CE
If you’re not yet a CKA® and have interest in learning more about obtaining the CKA® designation and how you can gain access to future CKA®-Only webinars, please click here for more information. Our LPL-KA Community also provides limited scholarships for the CKA® Educational Program training and you can visit our website for more information (password-lpl).
$500 Scholarships for the CKA® Educational Program Bundle
The LPL-KA Community continues to offer limited $500 scholarships for the CKA® Educational Program (the required training for the CKA® designation). Through a generous and anonymous donor, these limited scholarships are available to offset the cost of the CKA® bundle which includes the CKA® training plus one-year of KA membership. Kingdom Advisors has partnered with our community to offer a discounted cost of $999 (vs regular pricing of $1,359).
As a result, your net cost is only $499! Click Here to register now!
Over 140 LPL advisors have already obtained or are in process of earning the CKA® and many have taken advantage of this incredible opportunity to distinguish themselves with Christian clients. We only have a limited number of scholarships available, so register now for this valuable opportunity before it's gone. Make it a goal to get your CKA® designation this year.
CERTIFIED KINGDOM ADVISOR® (CKA®) designation is compliance approved by LPL Financial and added to the approved/accommodation list as permitted for all advisors. LPL is one of the leading national firms allowing the CKA® designation to support advisors better serve the Christian consumer market segment. Hundreds of LPL advisors have earned this industry leading designation. The approval of the CKA® designation also positions our advisors and LPL Financial to more competitively retain and recruit advisors who want to serve the rapidly growing Christian client segment. CLICK HERE to learn more about the CKA® designation.
$750 Scholarship for First-Time Attendees to Kingdom Advisors Annual Conference
- $750 SCHOLARSHIPS FOR FIRST-TIME LPL KINGDOM ADVISORS CONFERENCE ATTENDEES - The LPL-KA Community is pleased to offer $750 scholarships to first-time attendees to the upcoming 2025 Kingdom Advisors Conference held in Orlando, Florida on February 19-21, 2024. If you are an LPL advisor and have never attended the Kingdom Advisors Conference in person, this scholarship is for you! Click Here to apply and to receive a registration discount code. Early-bird registration begins August 15, 2024 at Kingdom Advisors. More details to come.
LPL-KA Community Fund
We are excited to partner with The Signatry to successfully establish our LPL-Kingdom Advisors Community Fund - a charitable Donor Advised Fund (DAF). The LPL-KA Community Fund is designed to financially support our collective goal of expanding our influence so that more LPL advisors are equipped to serve their Christian clients who desire biblical financial advice. We also desire to provide special benefits and offerings to the LPL-KA Community at large.
To learn more about the Signatry, we encourage you to watch the Video Interview between our LPL-KA Community Board Member, Rusty Russell and Steve French, President of The Signatry.
- How Can I Support The LPL-KA Community Through My Charitable Giving? Donate Page:
- You can make a tax-deductible contribution directly through the Donor Advised Fund at The Signatry. To make a gift to the LPL-KA Community Fund, please download and complete the Contribution Giving Form and print out a copy to mail with your check to The Signatry, 7171 W. 95th Street, Suite 501, Overland Park, KS 66212
Join our Monthly LPL-KA Community Study Groups
We invite you to join one of our two monthly LPL-KA Community Study Group Calls:
2nd Wednesdays of the month
9:00am ET or 9:00 am CT
https://smart.newrow.com/#/room/lmn-931
Registration not required and open to all LPL advisors
LPL's MWP Biblically Responsible Investing (BRI) Sleeves Top $60 million in AUM
Why Biblically Responsible Investing?
In recent years, more and more people want their investments to reflect their values. They want to know their money is making a difference - not just for their own financial futures, but also for the world around them. Biblically Responsible investing is a faith driven approach that seeks to express biblical principles, values, and goals. Using this approach, people motivated by faith and values can invest to reflect their convictions and desire to make a difference.
BRI Investment Strategies
Focus On Core Principles
The funds in the models use exclusionary filters or screens to avoid companies that violate core biblically inspired principles. Biblically responsible funds may also target companies that positively impact their communities, the environment and society.
About the MWP Biblically Responsible Models
Investors using the MWP Biblically Responsible models gain access to a research-based, strategic risk allocation that offers broad exposure to the US and global markets. These models seek to be attractive for long-term investors who care about values alignment while seeking capital appreciation (Equity) or current income (Fixed Income).
By combining an Equity model and Fixed Income model in different ratios, investors can achieve any investment objective desired in their account, from Income with Capital Preservation to Aggressive Growth. Both models include highly recognizable fund manager names from the Biblically Responsible Investing universe.
Below are valuable resources for you to learn more and to get started with your clients. Both flyers are customizable to your firm or practice.
LPL-Kingdom Advisors Community LinkedIn Page
Join our LinkedIn page and get the latest group updates and news. CLICK HERE and get connected.
