MARION – The Ron Blue Institute for Financial Planning (RBI) a part of Indiana Wesleyan University and in partnership with Dalton Education is pleased to announce new financial education programs designed to help students complete their CFP® & CKA® education in as little as nine months.
The Ron Blue Institute CFP® Certificate Program is one of the only certificate programs in the country that meets the educational requirements for both the CFP® Certification Examination and the Certified Kingdom Advisor™ Certification Examination simultaneously.
“As a recent graduate of the CFP®/CKA® Certificate program at Indiana Wesleyan University, I am very pleased with the quality of the program. The material was excellent and very useful to me as Christian Financial Planner. The program allowed me to work through it on my own schedule, which I really appreciated. The personalized coaching and feedback from my mentor was invaluable. It was a lot of work to pursue my CKA® and CFP® simultaneously, but being able to integrate the two saved me time in the long run, and I’m glad I did it.”
RBI provides two options for completing a CFP® & CKA® education: The Self-Paced Certificate and the Online, Instructor-Led Certificate. Each of these tailored programs are designed to help students and financial professionals hone their skills to pass the exams the first time.
The Self-Paced (CFP®) Certificate Program is an innovative e-learning solution combining elements of learner driven and instructor facilitated instruction. Students enrolling in the self-paced program are able to playback a four-hour instructor led end of course review highlighting key topics.
Alternatively, the Online, Instructor-Led (CFP®) Certificate Program format is designed for students who prefer more of a traditional classroom setting. Students meet twice a week online with an instructor to review and discuss course material in an interactive and engaging environment.
Both programs offer the option to include the applicable textbooks and include an online mid-term and final exam, as well as the Kingdom Advisors Core (CKA) Training as the Capstone Course. The CKA is a university-based, 20-module, online, and self-directed certificate course developed in collaboration with RBI and targeted to the practicing financial professional who desires to integrate biblical decision-making principles into their practice and achieve the CKA® designation. This designation is geared to the Christian financial professional who wants to achieve the gold standard of professional training in faith/work integration. It is gaining industry acceptance as the distinction that sets advisors apart to be excellent at offering holistic advice to clients of the Christian faith.
“This assignment and all the modules have been life-changing! No longer will I be thinking of the traditional methods of doing my annual reviews with clients looking at Monte Carlo Simulations, Leading Indicators, and Benchmarking like every other advisor in the industry does. I will be pursuing, with God’s help, the ability to examine and benchmark with a ROL (Return on Life) Index. This will be fun to watch. I’m sure it will be transformative to my practice as well.”
About Ron Blue Institute:
Ron Blue Institute exists to help today’s Christian students understand how money truly works to confidently integrate their faith into every area of their lives, including finances. Through curriculum, consulting, tools and resources, Ron Blue Institute’s mission is to educate and steward students at both high schools and colleges.
About Dalton Education
Dalton Education, a Leeds Equity Partners and CeriFi portfolio company, is a leading provider of education solutions for financial planning and insurance professionals. The company partners with some of the nation’s premier universities to deliver the highest quality of CERTIFIED FINANCIAL PLANNER™ (CFP® certification) education and offers the industry-leading Dalton Review® for the CFP® exam. Dalton Education’s high-quality curriculum and instruction have consistently led to the highest CFP® exam pass rates in the country, with over 90 percent of Dalton Education students ultimately becoming a CFP® professionals. It is the only education provider in the nation to offer a 100 percent money-back guarantee that students will pass the CFP® exam through its Guarantee to Pass™ Education and Review programs. Dalton Education also offers education courses for the Capstone requirement (required by the CFP Board for all Challenge Candidates), continuing education courses for the CFP Board Code of Ethics and Standards of Conduct for CFP® Professionals.