Membership Information

ADVISORS with Purpose™ is pleased to offer the following unique benefits to its members.  If you feel God calling you to be involved, please print and complete our Membership Application form.

Training sessions based on the Word of God:

  • Access to the excellent Kingdom Advisors training offered in web-based and flexible format.
  • Workshops offering insights about how to live your faith as a leader and business person.
  • Annual conferences offering great Christian speakers and interaction with others who share your faith and your profession.  Find out more in the 'events' area on the home page of this website.
  • Access to the Giving Gateway, an on-line interactive website to journey through the Legacy and Gift Planning process with your client.

Coaching Call Teleconferences:

  • Join with Christian experts in the field of financial advice giving
  • Learn from and converse with Christian business and ministry leaders as they share their experience and wisdom.

Christian Financial Counsellor Accreditation:

  • Set yourself apart and become accountable to living your faith in your daily practice by applying Biblical stewardship and business principles.  Find out more here.

Website Listing:

  • Your name and professional information will be included in the listing of all members on both the CNCF and ADVISORS with Purpose™ websites, providing you with new clients, excellent networking and referral opportunities.  Check it out!

Newsletters and Magazines:

  • A monthly electronic update full of event details, new ideas, success stories, advice from Christian experts and encouragement.

An Advisor's Toolkit:

  • This toolkit will assist you in giving God-honouring advice which originates from your understanding of biblical principles.  It includes specifics on Planned Giving tools and strategies based on sound Christian principles.  Just contact us for your electronic copy.

Christian Connections:

  • Encouragement and support from other like-minded financial professionals in your field.
  • Accountability and nourishment from fellow believers.

Marketing:

  • Use of the ADVISORS with Purpose™ logo and reference in your marketing material.

 

Membership Categories:

Professional Member
(A Professionally Designated Advisor such as accountant, broker, lawyer or planner) An individual who is a financial professional committed to integrating Christian financial principles into his/her life and professional practice for the benefit of clients.

Associate Member
(Individuals with Charity and Ministry organizations)  An individual working with a charitable organization or foundation.