Date of last revision: 06/28/16

Qualified Kingdom Advisor® Application Packet

Dear Qualified Kingdom Advisor® Candidate:

Thank you for your interest in becoming a Qualified Kingdom Advisor®, QKA®. The central mission of Kingdom Advisors Canada is to benefit the public by granting the Qualified Kingdom Advisor® designation and upholding it as the standard of excellence for biblically wise financial advice.

In 2017, we will transition to a new Core Training program, which you will also have access to, once released. In order to satisfy the educational requirement for the Qualified Kingdom Advisor® designation using the current 21.5 hour Core Training program, you must complete the Core Training program and submit your completed Qualified Kingdom Advisor® application within six months following the launch of the new Core Training.

By completing the application and approval process, you will become a Qualified Kingdom Advisor®, recognized as a Christian financial professional who has met high standards in training, integrity, character and competence.

Requirements to become a Qualified Kingdom Advisor® and to maintain Qualification are demanding. These requirements are laid out in this packet.

Once you have completed the requirements, please complete the enclosed application in addition to all appropriate attachments and supplemental documentation. Once we confirm that we have a completed application and references on file, our Qualification Review Board will review your application and consider it for qualification. Typically, we will have your application status within 4-6 weeks from the time we have your completed application and references.

As a part of this application process, we request that you log into “My KA,” the Member Dashboard area of the Kingdom Advisors website (www.kingdomadvisors.ca/members), and review your member profile and contact information. If you do not know your username and password to log into “My KA,” please contact info@kingdomadvisors.ca.

We are at your service to respond to questions or comments as you proceed with the application process. If you have any questions regarding the application packet, please contact info@kingdomadvisors.ca or visit www.kingdomadvisors.ca/association/designation/FAQ.

I am thrilled that you have joined us on this journey!

In Christ,

Lorne Robinson National Director

Kingdom Advisors Canada • 89 Auriga Dr., Ottawa, ON 2E 7Z2 tel:1-866-580-9319 ext. 239 www.kingdomadvisors.ca

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Area of Qualification Requirements Statement of Faith

Initial Requirements 1. Signed Statement of Faith2. Personal testimony of conversion to Christ

Renewal Requirement 1. Review and re-sign Statement of FaithEthics and Integrity

Initial Requirements 1. Signed Code of Ethics2. Letters of Reference

- Letter of reference from pastor or member of pastoral staff, includingsigned statement of church involvement

- Two (2) client references

Renewal Requirement 1. Review and re-sign Code of EthicsPersonal Practice of Financial Biblical Stewardship

Initial Requirements 1. Practice of Biblical stewardship in personal life- Signed statement on Personal Practice of Financial Biblical Stewardship- Written definition of stewardship

Renewal Requirement 1. Review / re-sign statement on Personal Practice of Financial BiblicalStewardship

Application of Biblical Wisdom in Counsel

Initial Requirements 1. Complete the Kingdom Advisors Core Training and understand the body ofknowledge in the core competency areas.

2. Be a current and active member of Kingdom Advisors Canada in goodstanding.

3. Review the list of core beliefs and indicate agreement with Kingdom AdvisorsCanada Core Beliefs in each area or attach personal belief.

Renewal Requirement 1. Complete 10 hours of Kingdom Advisors Canada continuing educationannually.

2. Current and active member of Kingdom Advisors Canada in good standing.- Provide assistance to all revenue and non-revenue generating inquiries

received from Kingdom Advisors Canada. Assist either personally or viaoutside referral.

3. Review the list of core beliefs and indicate agreement with Kingdom AdvisorsCanada Core Beliefs in each area or attach personal belief.

Technical Competence Initial Requirements 1. Professional Designation(s)*

2. Professional License(s)*3. Fulfill professional continuing education requirements. *4. Professional Experience (must have one of the following):

- Must have a current professional designation*, or- Must have full-time experience for a minimum of (10) years in the specific

professional discipline applied. This does not apply for accountants andlawyers. Accountants and lawyers must meet the professionaldesignation requirement.

* See Professional Discipline/Certifications as Defined by KA on page 3

Renewal Requirement 1. Confirm there are no compliance or licensing issues since the prior year.

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Disciplines as Defined by Kingdom Advisors Canada

FINANCIAL PLANNER Type of Practice: Comprehensive Financial Planning Experience Requirement: 10 years full-time experience* OR one of the following professional designations: CFP®, ChFC®, RFP, PFP, CIM, CSWP Definition: The process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas outlined by the Canadian Institute of Financial Planners and Financial Planners Standards Council:

1. Financial statement preparation and analysis (including cash flow analysis/planning and budgeting)2. Insurance planning and risk management3. Employee benefits planning4. Investment planning5. Income tax planning6. Retirement planning7. Estate planning

*If you do not hold one of the above designations for this discipline, you are required to submit a copy of a comprehensivefinancial plan that you have produced for one of your clients along with your Qualified Kingdom Advisor® application. Pleaseremove the clients’ names, Social Insurance Number, etc., when you submit the plan.

ACCOUNTANT Type of Practice: Personal Income Tax / Corporate Income Tax Experience Requirement: CPA,CGA Definition: An Accountant/Tax Professional is a Chartered Professional Accountant who has been licensed by the respective agency responsible for professional licensing in their province who has demonstrated technical competence in the field of taxation.

INVESTMENT PROFESSIONAL Type of Practice: Investment Management Experience Requirement: 10 years full-time experience OR one of the following professional designations: CFP®, ChFC®, RFP, PFP, CIM, CIPM® Definition: An investment professional provides professional expertise to the management of investment assets held in retirement accounts, trusts, individual and joint accounts. This type of advisor is a “fee for service” advisor, or they are registered with a Broker Dealer and paid on a commission basis.

INSURANCE PROFESSIONAL Type of Practice: Life or Long Term Care Insurance Planning and Sales Experience Requirement: 10 years full-time experience OR CLU®, Definition: An insurance consultant helps people find adequate amounts of insurance coverage at competitive prices.

LAWYER Type of Practice: Estate, Wills, Trusts, Planned Giving, Business Succession, etc. Experience Requirement: LL.B Definition: Lawyers who are most involved with Kingdom Advisors tend to be proficient in the area of gift and estate planning, business succession planning, income tax planning, business law, family partnerships, and corporate reorganizations.

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Qualified Kingdom Advisor® Application

Date of application: ______________

Mr./Mrs./Ms./Dr. ___________________________________________________________ (Circle One) First Name MI Last Name Suffix

__________________________________________________________________________ Firm Name Title

__________________________________________________________________________ Firm Street Address Firm City Firm Province Firm Postal Code

__________________________________________________________________________ Firm Phone Listing E-mail (Email for QKA Directory) Firm Website

Kingdom Advisors Canada Category of Membership:

Professional Ministry Retired/Student Non-Member

__________________________________________________________________________ NAME as it should appear on QKA® Certificate (including professional designations, if preferred.)

I have attached a description of my business/services (100 words or less) as I would like for it to appear in the Qualified Kingdom Advisor® directory on the Kingdom Advisors Canada website. Use Attachment #1 or email the description to info@kingdomadvisors.ca. Please include a company logo for your Qualified Kingdom Advisor® listing if your firm allows.

Applicant Initials: ______

I understand that, if approved, my annual dues to Kingdom Advisors as a Qualified Kingdom Advisor® will be $549 per year, and I will be responsible for prorated dues from the point of acceptance to my next renewal. In addition, I acknowledge that use of the Qualified Kingdom Advisor® designation and marks require an active

qualified membership with Kingdom Advisors Canada. Applicant Initials: ______

I emailed a high-resolution picture of myself (at least 1 MB in jpg format) to info@kingdomadvisors.ca as I would like for it to appear in the Qualified Kingdom Advisor® directory on the Kingdom Advisors Canada website.

Applicant Initials: ______

Paying by Credit Card

If you are paying by Credit Card, please check the box above and complete your payment online at

https://kingdomadvisors.ca/association/membership

I have enclosed an application processing fee of $50 payable to Kingdom Advisors Canada

Paying by Cheque #

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I am applying to become a Qualified Kingdom Advisor® in the following discipline(s):

Qualification in a discipline requires at least one of the following designations listed next to the discipline below or 10 years full-time experience practicing in the discipline without one of the designations listed (Accountants and Lawyers require professional designation).

Financial Planner* - CFP®, ChFC®, RFP, PFP, CIM, CSWP Accountant - CPA,CGA Investment Professional - CFP®, ChFC®, RFP, PFP, CIM,

CIMP®

Insurance Professional – CLU®

Lawyer – LL.B

*If you do not hold one of the above designations for this discipline, you are required to submit a copyof a comprehensive financial plan that you have produced for one of your clients along with yourQualified Kingdom Advisor® application. Please remove the clients’ names, Social Insurance Number,etc., when you submit the plan.

NOTE: Professionals, who meet all our requirements and do not work directly with clients, are eligible to become a Qualified Kingdom Advisor®, but will not be posted on the Qualified Kingdom Advisor® web listing for the public.

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NAME: ____________________________________________________________________

Application Checklist (Staff use only)

Completed Reviewed Section I: Statement of Faith

A. Signed Statement of Faith __________ _________ B. Personal Testimony of Conversion to Christ __________ _________

Section II: Ethics and Integrity A. Signed Code of Ethics _________ _________ B. Pastoral Reference (Attachments 2 & 2.1) _________ _________ C. Client Reference #1 (Attachments 2 & 2.2) _________ _________ D. Client Reference #2 (Attachments 2 & 2.2) _________ _________ Note: References are to be sent to the Kingdom Advisors Canada office directly by the individual completing the reference on the Kingdom Advisor applicant. Please note references must come from non-family members.

Section III: Personal Practice of Financial Biblical Stewardship A. Signed Statement on Personal Practice of Stewardship _________ _________ B. Written Definition of Stewardship _________ _________

Section IV: Application of Biblical Wisdom in Counsel A. Completion of Kingdom Advisors Core Training _________ _________ B. Completion of Leadership Requirements _________ _________ C. Completion of Core Beliefs Review _________ _________

Section V: Technical Competence A. Completion of Attestation _________ _________

For Staff Use Only: Review of Application

Qualification Approved (provide date of approval): _________________________________

Qualification Denied (provide date and reason): ___________________________________

________________________________________________________________________________ Kingdom Advisor Canada Staff Signature Printed Name Title

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Section I: Statement of Faith

A: Kingdom Advisors Canada Statement of Faith ● We believe that the Bible is the inspired, authoritative Word of God. It is without error in all its teaching.● We believe that there is one God, Lord of the universe, eternally existent in three persons: the Father, the

Son, and the Holy Spirit.● We believe in the deity of Jesus Christ; in His virgin birth; in His perfect, sinless life; in His miracles; in His

vicarious and atoning death through His shed blood; in His bodily resurrection; in His ascension to heaven tothe right hand of God the Father; and in His personal and visible return in power and glory.

● We believe that all people are lost sinners and that regeneration by the Holy Spirit is absolutely essential.● We believe in the present ministry of the Holy Spirit, by whose indwelling the Christian is enabled to live a

godly life.● We believe that all people will be resurrected - those who are saved to eternal life and those who are lost to

eternal damnation.● We believe in the spiritual unity of believers in our Lord Jesus Christ.● We believe that God, as Creator, is the ultimate Owner of all possessions on earth. God has given people

the authority to be stewards of those possessions and the responsibility to faithfully manage them accordingto the principles in the Word of God.

I hereby certify that I have read, understand and agree with the above Kingdom AdvisorsCanada Statement of Faith in its entirety and I pledge to support its mission:

_____________________________________________________________________ Signature Printed Name

B. Personal Testimony of Conversion to Christ (Please attach additional pages, if necessary.)

How would you describe your personal testimony?(please use as much space as needed)

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Section II: Ethics and Integrity

A: Kingdom Advisors Canada Code of Ethics: A Qualified Kingdom Advisor®, recognizing Jesus Christ as their ultimate authority, is committed to upholding high standards of excellence in their professions as they work with their clients, the public, colleagues, employers and employees. A Qualified Kingdom Advisor® will seek to espouse and practice the following principles in their practices:

Integrity A Qualified Kingdom Advisor® recognizes that personal integrity demands a commitment to absolute honesty, which is never swayed by personal gain or advantage. Integrity is an essential characteristic in members because of the trust placed in them by their clients. Integrity cannot co-exist with deceit or a departure from one’s principles.

Objectivity A Qualified Kingdom Advisor® provides honest and impartial advice, services, and products that are always in the best interest of the client without distortion by personal feelings, prejudices, or potential compensation.

Competence A Qualified Kingdom Advisor® is well Qualified in skill, knowledge, and ability to sufficiently serve their clients in the fields in which they engage. Competence includes wisdom to recognize limitations and to know when a client referral is necessary. A Qualified Kingdom Advisor® makes an ongoing commitment to learning and professional improvement in their respective disciplines.

Suitability A Qualified Kingdom Advisor® strives to ensure that the advice, products, and services offered to clients are suitable and appropriate given each client’s goals, objectives, and current financial condition.

Full disclosure A Qualified Kingdom Advisor® always makes full disclosure to clients, with respect to compensation being earned and any conflicts of interest that may exist.

Confidentiality A Qualified Kingdom Advisor® shall not disclose confidential client information without the specific consent of the client. Confidentiality includes maintaining proper and prudent physical and technological safeguards to protect confidential client information.

Professionalism A Qualified Kingdom Advisor® strives to conduct themselves in a manner that is consistent with a Christian financial professional. A Qualified Kingdom Advisor® recognizes that as a professing Christian their conduct is a direct reflection on Jesus Christ and they must conduct themselves as a committed believer. The conduct of a Qualified Kingdom Advisor® is also a reflection of Kingdom Advisors Canada and directly affects the ability of Kingdom Advisors Canada to fulfill its mission and vision.

Accountability A Qualified Kingdom Advisor® submits to the authority of the local church and the Kingdom Advisors Canada leadership team. In addition, a Qualified Kingdom Advisor® actively maintains personal and business accountability with an accountability partner and/or a Board of Advisors.

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Section II: Ethics and Integrity (continued)

Humility A Qualified Kingdom Advisor® maintains a servant spirit as they work with clients rather than a spirit of arrogance or pride. The humility of a Qualified Kingdom Advisor® shall be marked by meekness and modesty in behavior, attitude, and spirit. A Qualified Kingdom Advisor® recognizes that God is sovereign and the fruit of their labor is a direct result of God rather than their own human efforts. Furthermore, it is a privilege and a blessing to be used of the Lord on this earth.

Generosity A Qualified Kingdom Advisor® lives a generous life as a reflection of the generous character of Jesus Christ. A generous life includes generosity with time, talent, and treasure. Furthermore, a Qualified Kingdom Advisor® must be willing to serve any client, regardless of his/her financial position, either directly, or on a referral basis to another Qualified Christian financial professional that can serve in the area of need.

Conflict A Qualified Kingdom Advisor® shall subscribe to principles of Matthew 18 and will strive to encourage resolution, reconciliation, and restoration between a client and his/her prior advisor where conflict appears to be at the heart of the separation, even more so when the other advisor is a Christian.

I hereby certify that I have read, understand and agree with the above Kingdom Advisors Canada Code of Ethics in its entirety and I am in compliance with the Code:

_____________________________________________________________________________ Signature Printed Name

B. Pastoral Reference (Reference should be someone who has known you for 2 yearsor more). (Please note reference is from a non-family member.)

The Kingdom Advisor Canada Pastoral/Pastoral Staff Reference will be completed by the following individual and has been mailed or emailed directly to the Kingdom Advisors Canada office by the individual completing the reference (Attachment 2 & 2.1 - to be completed by Pastor or Pastoral Staff Member).

1. Pastoral/Pastoral Staff Reference NAME: ________________________Verified by Kingdom Advisors Canada Staff:

C. Client Letters of Reference (Reference should be a client who has known you for 2years or more). Please note references must come from non-family members.

The Kingdom Advisor Client Letter of Reference (Attachment 2 & 2.2) have been completed by the following individuals and will be mailed or emailed directly to the Kingdom Advisors Canada office by the individuals completing the reference.

1. Client Reference NAME: _____________________________

2. Client Reference NAME: _____________________________ Verified by Kingdom Advisors Canada Staff: _____

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Section III: Personal Practice of Financial Biblical Stewardship

1. Please read the following statement regarding your personal stewardship andsign below if you are in agreement:

I agree to maintain a financial lifestyle that is consistent with that of a biblical financialsteward in the following areas:

1. Giving - Regular giving in proportion to income to the local church and/orother Christian ministries.

“On the first day of every week each one of you is to put aside and save, as he may prosper, so that no collections be made when I come” (1 Corinthians 16:2)

2. Taxes – Exhibit integrity in completing personal tax returns.“And Jesus said to them, ‘Then render to Caesar the things that are Caesar's, and to God the things that are God's.’“ (Luke 20:25)

3. Debt – Minimize the use of personal debt and accept an absolutecommitment to debt repayment.

“The wicked borrows and does not pay back, but the righteous is gracious and gives.” (Psalm 37:21) “Just as the rich rule the poor, so the borrower is servant to the lender.” (Proverbs 22:7)

4. Provision for Family – Accept an absolute commitment to provide for thefamily that God has entrusted to you.

“Prescribe these things as well, so that they may be above reproach. But if anyone does not provide for his own, and especially for those of his household, he has denied the faith and is worse than an unbeliever. (1 Timothy 5:7-8)

5. Lifestyle - Maintain a controlled lifestyle, a family budget, and good cashmanagement skills.

"Suppose one of you wants to build a tower. Will he not first sit down and estimate the cost to see if he has enough money to complete it?" (Luke 14:28)

_____________________________________________________________________ Qualified Kingdom Advisor® Applicant’s Signature Date

_____________________________________________________________________ Spouse’s Signature (if unmarried, please write N/A) Date

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Kingdom Advisors Canada Statement on Personal Practice of Financial Biblical Stewardship Form

It is absolutely essential that a Qualified Kingdom Advisor® practice biblical financial stewardship in their personal life and in their business. In light of God’s Word and our call to be found faithful as stewards, please respond to the following question relating to your personal convictions in the area of biblical financial stewardship. Please attach additional pages, if necessary.

How would you define stewardship? (please use the as much space as needed)

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Section IV: Application of Biblical Wisdom in Counsel

A: Kingdom Advisors Core Training

I have completed the Kingdom Advisors Online Core Training (21.5 hour course) and have completed the session tests with a minimum pass standard of 80% per test. Date: _____________________

Applicant Initials: _____ Verified by Kingdom Advisors CanadaStaff: ____

B: Leadership Requirements

I am a current and active member of Kingdom Advisors Canada in good standing.

Applicant Initials: _____ Verified by Kingdom Advisors Canada Staff: ______

I am an active member in the following Kingdom Advisors Canada Study Group: _______________________________________________________________ (if there is a local study group in your area)

Applicant Initials: _____ Verified by Kingdom Advisors Canada Staff: _____

C: Core Beliefs Review Review the following list of core beliefs and indicate whether you agree with Kingdom Advisors Canada Core Beliefs in each area or attach your own if you do not agree.

● MY PRACTICEI am called to be a disciple of Christ and disciple others in my present vocation. Thestewardship of my practice is a holy calling and requires intentionality and will haveeternal consequences for me. Agree Disagree – I have attached my own core beliefs for this area

● LEADERSHIPAs a disciple of Christ and one who disciples others, I am called to leadership.Leadership is a function of character and not position. The skills of leadership can benurtured and developed. Agree Disagree – I have attached my own core beliefs for this area

● DISCIPLESHIPAccording to Matthew 28:19, Jesus calls each of us to go and to make disciples of allmen. The goal of discipleship is to “Present every man complete in Christ,” Colossians1:28-29. Discipleship is an intentional, lifelong process. Agree Disagree – I have attached my own core beliefs for this area

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(Core Beliefs, continued)

Agree

Agree

Agree

Agree

Agree

Agree

● BIBLICAL WORLDVIEWMy worldview is my ultimate core belief and, as a Christian, I believe in a personalCreator who created me to be in relationships with others for all eternity. Mine is anempowered, other-centered life that requires my radical obedience to our Lord andSaviour. I know that God always has my best interests at heart, and ultimately, it is allabout God and not me. Everything I do while living on earth has an eternalconsequence.

Disagree – I have attached my own core beliefs for this area

● COUNSELORAs a financial professional, I believe that it is necessary to listen to my clients and staffwith not only my head but also my heart. The skills required to do this can be nurturedand developed.

Disagree – I have attached my own core beliefs for this area

● GOALSMeaningful life planning always begins with goals. As goals always concern the future,they are a statement of faith and one of the primary ways that I can see God at work inmy financial affairs. A goal is not a goal until it is measured in terms of amount andtime period.

Disagree – I have attached my own core beliefs for this area

● LIFESTYLEThe Bible does not define an appropriate lifestyle. Each family unit determines lifestylefor itself. Financial contentment does not result from having a particular lifestyle, butrather, it results from living within the means of God’s provision.

Disagree – I have attached my own core beliefs for this area

● BORROWING AND DEBTBorrowing is not a sin, but it may deny God an opportunity to work, and it alwayspresumes upon the future. Consumptive borrowing will sentence one to a reducedlifestyle in the future and will limit financial flexibility currently and future financialfreedom. Borrowing may be symptomatic of spiritual issues. A husband and wifeshould be in complete harmony with borrowing decisions. Borrowing can lead to theinability to repay, which is a form of bondage. The Bible warns against being inbondage to anyone or anything. One of the keys to financial freedom is being totallyout of debt.

Disagree – I have attached my own core beliefs for this area

● BANKRUPTCYThe Bible clearly states in Psalm 37:21 that a believer should repay whatever heowes. As a result, bankruptcy with the aim of not repaying debts is not a legitimatealternative for a Christian. Bankruptcy may be used in certain situations to effectivelyprovide equitable treatment for all personal creditors.

Disagree – I have attached my own core beliefs for this area

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(Core Beliefs, continued) ● CHARITABLE GIVING

Giving is commanded in the scriptures both for the benefit of the recipient and for thebenefit of the giver. Increased giving should be an integral part of any maturingChristian’s life. The amount given should be prayerfully determined and not anautomatic 10%. According to scripture, giving should be done proportionately to one’sincome and net worth, and giving should be done regularly and cheerfully. Agree Disagree – I have attached my own core beliefs for this area

● BIBLICAL STEWARDSHIPBiblical stewardship could be defined as the use of God-given resources for theaccomplishment of God-given goals or objectives. It is a lifelong process of growth inspiritual character and implies that every spending decision is a spiritual decision. Agree Disagree – I have attached my own core beliefs for this area

● FINANCIAL PLANNINGFinancial planning is the allocation of limited financial resources to unlimitedalternatives, and it is applicable to anyone, at any income or net worth level (as allresources are ultimately limited.) Agree Disagree – I have attached my own core beliefs for this area

● PRINCIPLES OF FINANCIAL SUCCESSThe five principles of financial success are to:

1. Spend less that you earn - Proverbs 13:112. Avoid the use of debt - Proverbs 22:73. Build liquidity - Proverbs 6:6-84. Set long-term goals – Philippians 3:145. Believe that God owns it all – Psalm 27:4.

Agree Disagree – I have attached my own core beliefs for this area

● INVESTMENTSInvestments are a tool one uses to accomplish financial objectives and are not an endin and of themselves. One accumulates wealth by spending less than they earn over along time period. One preserves wealth by following the Biblical principles ofdiversification, professional advice, and a long time horizon. Investment speculationshould only be done after asking the question, “Would this money be better used bygiving to a Kingdom purpose?” and, secondly, “Can I afford to lose this money with noadversarial effect on my long-term goals?” Using my investments to make a statementof faith is legitimate and may or may not cost me something in the way of return and/orrisk. Agree Disagree – I have attached my own core beliefs for this area

● WORK AND RETIREMENTGod created man to work throughout a lifetime. Work is normative, not a result of thefall, and should be accompanied by a sense of satisfaction and enjoyment. Leisure is apart of God’s plan but not the objective of His plan. Work should be accompanied by asense of calling. Agree Disagree – I have attached my own core beliefs for this area

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(Core Beliefs, continued) ● NET WORTH

One cannot accumulate enough to feel financially secure, significant, or successful.However, everyone can answer the question, “How much is enough?” The answer willdiffer for every family and is a number that should be determined prayerfully andperiodically (as time results in many changing circumstances.) Net worth is always andonly a measurement of God’s provision and never a measurement of significance orsuccess. Agree Disagree – I have attached my own core beliefs for this area

● INCOME TAXESScripture commands that people pay their taxes. Taxes should never be a source ofcash-flow problems as they can always be adequately planned for. Tax planningshould never be the ultimate driving force in financial decisions. In many ways, incometaxes are an indicator of God’s blessings. Agree Disagree – I have attached my own core beliefs for this area

● LIFE INSURANCELife insurance should play an integral part in any financial plan, and buying lifeinsurance does not demonstrate a lack of faith, but rather prudent planning. Over-insuring for the purpose of protection is unscriptural, as only God ultimately providesthe protection we need. Having enough life insurance to provide for family needs is agood stewardship decision. Agree Disagree – I have attached my own core beliefs for this area

● WEALTH TRANSFERWealth transfer is different from estate planning in that it begins during one’s lifetime,and it considers the impact on the beneficiary as its primary objective. A beneficiaryshould never be surprised by the decisions of the steward. It is the last stewardshipdecision that God allows the steward to make. Agree Disagree – I have attached my own core beliefs for this area

● TRAINING CHILDRENIt is by faith, with commitment, that a parent trains a child in the principles and skills ofmoney management. Both money and wisdom can be left to children, but wealth leftwithout wisdom can have dire consequences on future generations. Training childrento manage money involves not only the skill of money management but also theBiblical truths and principles underlying all stewardship planning and decision making. Agree Disagree – I have attached my own core beliefs for this area

I have reviewed the Kingdom Advisors Canada Core Beliefs and have either indicated that I agree with each core belief or I have attached my own core belief(s) as indicated.

_________________________________________ _____________________ Signature Date

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Section V: Technical Competence

A: Technical Competence Attestation Based on the discipline(s) for which you are seeking Qualification, complete the following information and attach copies of support as indicated:

1. I have the following current professional designation(s) (include the date thedesignation was obtained and copies of support for your designation – certificate,current I.D. card, etc.):_________________________________________________________________________________________________________________________________________________________________________________

2. I have the following current professional license(s) – please attach a copy of yourlicense:_________________________________________________________________________________________________________________________________________________________________________________

3. I have the following number of years of full-time experience (list each discipline forwhich you are requesting Qualification – financial planner, accountant, investmentadvisor, insurance, and / or lawyer).

Discipline Years of Experience ___________________________________ ________________ ___________________________________ ________________ ___________________________________ ________________

4. Please list your Broker Dealer and your Individual Rep number, if applicable: Broker

Dealer: ________________________________

Individual Rep #: _____________________________

5. If you hold licenses (currently or in the last two years) with the IIROC, please attachthe full report (PDF) of your IIROC AdvisorReport, which can be obtained byvisiting iiroc.ca. This report must be run/dated within 30 days of your QualifiedKingdom Advisor Canada Application date. Please note this is required for allapplicants who have ever had licenses through IIROC whether or not you are applyingfor status as a Qualified Kingdom Advisor® in the investment area. Qualification cannotbe granted with any pending or unresolved issues on your IIROC Advisor Report.Previous resolved issues may require additional information and may or may not resultin granting of Qualification status.

I currently hold (or have in the last two years) licenses with IIROC and I haveattached a current copy of my IIROC Advisor Report to this application.

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I have never held licenses with IIROC; therefore, I have not attached a IIROCAdvisor Report.

6. Have you ever had any regulatory or compliance issues with any securities orinsurance commission, your broker dealer or your professional designatingbody? Have you had any customer complaints reported to the regulatory body?Qualification cannot be granted with any pending or unresolved issues with any ofthese entities. Previous resolved issues may require additional information for reviewand may or may not result in granting of Qualification status.

No

Yes

If yes, please explain the consequences and attach documentation of the issue(s) and support for the resolution or the current status of the issue(s).

I certify that all information provided in this application and attached to this application is true and accurate.

_________________________________________ _____________________ Signature Date

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Attachment #1

Kingdom Advisor Canada Business/Services Description Form

Name of Kingdom Advisor: __________________________________________________ Name of Firm: _____________________________________________________________

Provide a description of your business/services (100 words or less) as you would like it to appear in your Qualified Kingdom Advisor® listing in the QKA® directory. Alternatively, you may email your description to info@kingdomadvisors.ca. Please email a company logo for your Qualified Kingdom Advisor® listing if your firm allows (minimum 1mb .jpg file). (please use as much space as needed)

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Attachment #2

Kingdom Advisor Canada Reference Form Instructions (to be provided to individuals completing reference forms for Kingdom Advisors Canada)

You are being asked to complete this reference form by a member of Kingdom Advisors Canada. This member is seeking to become a Qualified Kingdom Advisor®, which will allow our organization to represent this member to the general public as a Qualified Kingdom Advisor® designee. The central mission of Kingdom Advisors Canada is to benefit the public by granting the Qualified Kingdom Advisor® designation and upholding it as the standard of excellence for biblically wise financial advice.

A Qualified Kingdom Advisor® is a recommended Christian financial professional who has met high standards in training, integrity and competence as an advisor, leader and counsellor. A Qualified Kingdom Advisor® must meet a combination of personal and professional requirements in the following areas:

1. Statement of Faith – includes a signed Statement of Faith and PersonalTestimony of Conversion to Christ.

2. Ethics and Integrity – includes a signed Code of Ethics and three Letters ofReference including a statement of local church involvement from pastor or pastoralstaff.

3. Personal Practice of Financial Biblical Stewardship – includes a signedStatement on Personal Practice of Financial Biblical Stewardship.

4. Application of Biblical Wisdom in Counsel – includes completion of KingdomAdvisors Canada, completion of Core Beliefs, and completion of LeadershipRequirements.

5. Technical Competence - includes completion/maintenance of ProfessionalDesignation(s) and Licensing and/or appropriate Level of Experience in his/herDiscipline.

As a part of our requirement relating to Ethics and Integrity, we require our members to submit a pastor or pastoral staff reference and client references. We thank you in advance for taking the time to complete this reference. Please provide background as to your relationship with this member and speak to their ethics, integrity and character in addition to any other information you feel is appropriate. We request that you complete the reference on the form provided so that we may maintain continuity with our Qualified Kingdom Advisor® review process. Please return the reference directly to Kingdom Advisors Canada via email or mail. If you have any questions regarding Kingdom Advisors Canada or this Kingdom Advisors Canada Reference, please contact info@kingdomadvisors.ca. Thank you for your time.

In Christ,

Lorne Robinson National Director

Kingdom Advisors Canada • 89 Auriga Dr., Ottawa, ON 2E 7Z2 tel:1-866-580-9319 ext. 239 www.kingdomadvisors.ca

Revision: 06/28/16

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Attachment #2.1

Kingdom Advisors Canada Pastoral/Pastoral Staff Reference Form

(The individual completing this reference form should return this form directly to Kingdom Advisors Canada via email at info@KingdomAdvisors.ca or my mail to

Kingdom Advisors Canada • 89 Auriga Dr., Ottawa, ON K2E 7Z2)

Name of Kingdom Advisor: _________________________________ Date: ___________

Name of Reference: _______________________________ Title: ___________________

Church/Place of Worship: ___________________________________________________

Phone: ________________________ E-mail Address: ____________________________

How long have you known this Kingdom Advisor? ________ years (at least 2 years)

What is your relationship to this Kingdom Advisor and why would you recommend him/her to the general public as a good resource for someone looking for a Christian financial professional? ____________________________________________________________________________________________________________________________________________________ ____________________________________________________________________________________________________________________________________________________

____________________________________________________________________________________________________________________________________________________ __________________________________________________________________________

__________________________________________________________________________ ____________________________________________________________________________________________________________________________________________________

Signed Statement of Local Church Involvement (to be signed by Pastor or Pastoral Staff Member)

I, as a Pastor or Pastoral Staff Member, of _________________________________, Name of Church/Place of Worship

hereby certify that ___________________________ regularly attends and is actively Kingdom Advisor Name

Involved in our church’s worship and programs.

____________________________________________________________________ Signature Printed Name Title Date

Revision: 06/28/16

21

Attachment #2.2, 1st copy

Kingdom Advisors Canada Client Letter of Reference Form(The individual completing this reference form should return this form directly to Kingdom Advisors

Canada via email at info@KingdomAdvisors.ca or my mail to Kingdom Advisors Canada • 89 Auriga Dr., Ottawa, ON K2E 7Z2)

Name of Kingdom Advisor: ____________________________ Date: ________________

Name of Reference: _______________________________ Title: ___________________

Address: _________________________________________________________________

Phone: ______________________ E-mail Address: _____________________________

How long have you been a client of this Kingdom Advisor? _______ years (at least 2 years)

How long have you known this Kingdom Advisor? ________ years (at least 2 years)

What is your relationship to this Kingdom Advisor and why would you recommend him/her to the general public as a good resource for someone looking for a Christian financial professional? __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________

__________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________

__________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________

__________________________________________________________________________

____________________________________ Signature of Reference

Revision: 06/28/16

22

Attachment #2.2, 2nd copy

Kingdom Advisors Canada Client Letter of Reference Form(The individual completing this reference form should return this form directly to Kingdom Advisors

Canada via email at info@KingdomAdvisors.ca or my mail to Kingdom Advisors Canada • 89 Auriga Dr., Ottawa, ON K2E 7Z2)

Name of Kingdom Advisor: ______________________________ Date: ______________

Name of Reference: _______________________________ Title: ___________________

Address: _________________________________________________________________

Phone: _____________________ E-mail Address: ______________________________

How long have you been a client of this Kingdom Advisor? _______ years (at least 2 years)

How long have you known this Kingdom Advisor? ________ years (at least 2 years)

What is your relationship to this Kingdom Advisor and why would you recommend him/her to the general public as a good resource for someone looking for a Christian financial professional? ____________________________________________________________________________________________________________________________________________________ ____________________________________________________________________________________________________________________________________________________ __________________________________________________________________________ ____________________________________________________________________________________________________________________________________________________

__________________________________________________________________________

__________________________________________________________________________ __________________________________________________________________________

__________________________________________________________________________

____________________________________________________________________________________________________________________________________________________

__________________________________________________________________________

____________________________________ Signature of Reference