Biblical Core

Worldview & Wisdom
Your worldview is the sum of your total convictions about yourself and the world in which you live. This session will provide a framework for a comprehensive Biblical worldview, as well as the root, resources and results of Biblical wisdom for Christian advisors.

Work & Retirement
In this session Ron Blue discusses work as one of the building blocks of wealth management. He explores the world’s perspective on work, God’s perspective on work and where to fit work in the context of life.

My Ministry of Biblical Financial Advice
The stewardship of a Christian advisor’s practice is a holy calling, which requires intentionality and results in eternal consequences. This session uncovers the calling of the Christian advisor to be a disciple of Christ and a discipler of others in his/her present vocation.

Financial Leadership

Leadership
This session includes an introduction to leadership that is foundational to financial leadership. Ron offers a practical definition of leadership, and delineates the attributes and competencies of leadership. In addition, Ron points out the scriptural calling to leadership all Christians have on their lives and the goal of exercising that leadership.

Decision Making
This session explores a Biblical perspective on decision-making that can be used personally by financial professionals and with clients. Trainees will learn the barriers to good decision-making as well as an effective, straightforward process for making high quality decisions. This session also includes a case study for trainees to practice the process in order to develop effective decision-making skills.

Life Planning
Ron Blue uses a scriptural foundation to teach what money is and what money is not, landing on the core idea that money is a tool to be used to achieve God given goals and purposes. He discusses the three forms of capital (financial, spiritual, and social) and how financial capital can be used to build spiritual and social capital. Ron provides a basic process a Christian financial advisor can use in life planning that can have a phenomenal impact on clients’ lives now, and into eternity.

Goal Setting
A faith goal is an objective toward which I believe God is calling me to move. This session explores the reason to set goals, and provides a framework for advisors to set goals within their practice and with clients as an effective means of decision-making.

Biblical Principles of Finance

Biblical Stewardship
Biblical stewardship is the use of God-given resources for the accomplishment of God-given goals and objectives. This crucial session provides an understanding of Biblical stewardship as a foundational component of financial planning. Trainees will also learn transcendent financial decision making principles, transcendent principles of financial success and the five uses of money.

Giving
Giving is one of the five uses of money, and in our study of giving we will cover what we want to know, to believe, and to do with regard to giving. Additionally, Ron Blue addresses a wide variety of issues including why to give, where to give, the benefits of giving, triggers for giving, and frequently asked questions about giving. The end result is that you will be challenged in your personal convictions about giving, as well as empowered and excited about helping your clients realize their giving potential.

Borrowing/Debt/Bankruptcy
Borrowing is not a sin, but it carries real dangers (economic, spiritual, psychological and marital among others) and may deny God an opportunity to work in a person’s life. The goal is to move clients to borrowing only for economically productive purposes and ultimately eliminating all debt over time. This session provides financial professionals with a clear Biblical framework for approaching the subject of debt with clients.

Cash Flow/Lifestyle
Financial contentment is the key and results from spending less than one makes rather than how much one makes. Since the Bible does not define an “appropriate lifestyle,” clients must determine this for themselves. This session uncovers the advisor’s opportunity to assist clients in determining accurate living expenses, maintaining a positive cash flow and reducing expenses that are encumbering.

Net Worth/Retirement
One cannot accumulate enough to be financially secure, significant, or successful. However, everyone can answer the question, “How much is enough?” It will differ for every family and it is a number that should be determined prayerfully and periodically. This session empowers the Christian advisor to counsel clients through this important decision, and to see their net worth as a measurement of God’s provision rather than a measurement of success.

Insurance
Life insurance is an integral part of any financial plan and is supported in scripture. This session explores some of the misconceptions of insurance and provides trainees with a Biblical perspective on the subject.

Taxes
Paying income tax is required of us in scripture and serves an indicator of God’s blessing. This session discusses the importance of integrated tax planning as it relates to long-term financial success and explores the subject of tax reduction.

Investing
In this session Ron Blue shares a comprehensive Biblical perspective on investing. Ron covers why, when, how and where to invest based on God’s Word. In addition, Ron covers what is and is not an investment, as well as a sequential model for investing. Ron also discusses the difference between accumulation, preservation and speculation, as well as the place morally conscience investing plays in the investment philosophy.

Leaving a Legacy

Wealth Transfer
Wealth transfer is the last stewardship decision that God allows us to make as we determine where our assets will be transferred at death (heirs, charity, taxes/expenses). In this session Ron Blue shares a process for making wealth transfer decisions. The process takes into consideration the many variables surrounding wealth transfer and prepares clients to make intentional decisions that are in the best interest of the Kingdom and of heirs.

Your Kids Can Master Their Money
In this session Ron shares the current state of financial literacy for young people along with a vision for raising money smart kids. Ron provides some excellent tools to help parents through the process of raising kids in the principles and skills of money management.