As a central part of Taylor University’s Stewardship Planning Ministry, the Advisor Training is a unique opportunity for legal and financial advisors to learn sound biblically-based stewardship planning and strategies.
Tools & Resources On This Page:
Advisor Training Curriculum
In the purple buttons below, view/download a PDF of each curriculum set. Links to each set are provided in the PDF.
Or, scroll below the buttons to view the curriculum online.
The Advisor Training curriculum is available as online, on-demand video training with supplemental material provided. Currently there are 17 on-demand sessions available along with two Case Studies. Courses available ON-DEMAND are noted as links (with a microphone symbol) and feature video training with Jay Link, and include supplemental articles, resources and course handouts, which are available to download.
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“ I had the opportunity to take three extensive training courses with Jay in the last eight years. These courses opened my eyes to the significant need and exciting opportunity to deliver high level planning to Christians of financial capacity. Further it gave me the knowledge and confidence to perform such engagements. Jay’s knowledge and application of the Scriptures and advanced charitable strategies is a combination that I have not seen before or since. Jay is a passionate and energetic teacher and I found all of my time with him well worth the investment.”
Bob Korljan, CPA/PFS
Partner & President
“Jay’s depth of knowledge and wisdom in the areas of stewardship and planning have had an incredible influence on my life and my career. His commitment to bringing a biblical worldview into the area of planning for families of wealth, challenged and changed me, for the better, in ways I never expected. I was guilty of being a Christian planning for families from a secular worldview until Jay’s insight helped me to gain clarity about what it looks like to approach this business holistically from a biblical worldview.”
Eric Dunavant, CFP®/QKA™
President & CEO
“I have known Jay Link personally and professionally for over 10 years. Jay has been one of the handful of people that have had a huge impact in my life. Jay’s influence has quite literally transformed how I operate my practice. Jay’s teaching of biblical stewardship and philanthropic planning are a revelation inspired by God. Jay is one of the very few people that truly understands the biblical basis of stewardship and the technical aspect of planning from a Kingdom perspective. Jay teaches with passion, wisdom, and knowledge the principles and practices of true stewardship. I wholeheartedly recommend that any financial advisor that wants to transform their practice and/or continue to evolve their practice to be more aligned with God’s heart and His kingdom here on earth to engage with Jay whenever possible. I will always seek Jay’s advice and input as I continue to serve my clients.”
Paul Damon, CFP® CLU® ChFC® CAP® CEPA®
CEO & Founder
Stewardship Planning Partners
Advisor Coaching Program
During his professional career, Jay trained and mentored over 450 financial advisors, attorneys, accountants, insurance agents, and money managers on building a transformational stewardship planning practice.
The Advisor Coaching Program offers a limited number of advisors an opportunity to enter into a personal and professional coaching relationship with Jay. He will personally take you through his entire Steward’s Way curriculum that is the culmination of his 40-year pursuit of understanding and applying whole life stewardship to his personal and professional life. The results of this study transformed both his life and his practice.
The Advisor Coaching Program includes all the Advisor Training Courses in the curriculum listed above as well as personal biblical training and professional coaching beyond these courses. This coaching program is free and is available by application only.
Advisor Referral Network
Our goal is to raise up committed, knowledgeable, and skilled advisors who live and practice their professions with a biblical worldview and focus on advancing the Kingdom of God. When Taylor encounters ministry partners who need assistance with their planning, we want to have a network of vetted and skilled advisors available to assist them with their personal stewardship planning. The on-ramp to becoming part of Taylor’s Advisor Referral Network is through completion of training webinars offered through the Advisor Training Ministry.