Learn how to apply your faith to wealth management.

Live teaching and discussion on a practical, biblical theology of investing.

How do I advise faithfully?

For many Christian advisors, this question has led to the development of many good distinctive practices. For example, with financial planning we see stewardship as a biblical principle that leads us to ask clients, “What would God have you to do with the resources he’s entrusted to you?” Or with charitable planning, where we encourage clients to live lives of generosity in response to God’s generosity towards us. When it comes to wealth management however, many struggle to understand what faith would mean:

Does God care about the kinds of companies in which we invest?

Should investing for Christians look different than it does for the world?

How do I reconcile biblical convictions with my fiduciary duty to clients?

Overview of the Course

Live classes

Live guided peer discussion

Practical resources

In our 8 lesson course, we look to answer the questions above, by looking at God’s calling to serve Him in our vocations, providing a practical, biblical theology of investing, and looking at how you as a financial advisor can practice faithful investing and advising in your vocation today.

This course is offered in two versions: a live online course, or a 2-day intensive at the Eventide offices in Boston.

Lessons

1

The Full-Time Servants of Christ

How is Jesus Lord over your vocation as Financial Advisors? What would it look like if we allowed Jesus to form the way we advise and serve our clients?
2

The Cultural Story of Investing

What is investing and how did it come about? How did investing evolve over time into the modern form of investing most people see today?
3

True Risk and Reward

What is the risk in not seeing the companies we’re investing in? What rewards are we missing out on celebrating?
4

The Biblical Vision for Investing

What is God’s creational intent for work, business, and investing? How did sin distort this? How do we redeem it? What good does this do for eternity?
5

Putting into Practice - Avoid

What is the first step in moving from a biblical framework for investing to practice? How do we determine which companies to avoid? What tools are available to help me screen out these companies?
6

Putting into Practice - Embrace

How do we identify businesses that we want to support? Is looking at what the business makes enough, or is there a broader way to evaluate whether a business is largely aligning with the creational intent for business? How do I go about identifying companies creating blessing, or funds that implement this positive assessment?
7

Implementation Options

What options do I have to as a financial advisor to help me implement this approach to investing? Is this something I can do myself, or does it require outside help?
8

The Benefits of Faithful Investing

What are the benefits of following a biblical approach to investing? How does performance fit into this approach?

This course is offered in two versions:

Live Online Course

Held over the course of 8 weeks through our online learning platform, this course includes a time of teaching and guided peer discussion. This course is offered four times a year.

$475

8 Weeks
90 Minute Lessons
Small Cohorts
Peer Discussion
Supplementary Resources

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Live In-Person Intensive

Held over the course of two days at the Eventide offices in Boston, this intensive includes a day in a half of live teaching and peer discussion. It is offered three times a year, in the spring, summer, and fall.

$1,475

2 Days in Boston
15 Person Max
Harvard Tour
Access to Learning Platform

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