top of page
What is a key indicator that a financial advisor is trustworthy?
They promise high returns with no risk.
They have relevant certifications like CFP or CPA.
They offer free services all the time.
They have celebrity endorsements.
Which source is typically most reliable for faith-based financial advice?
A blog focused on quick investment tips.
A certified Christian financial counselor.
An anonymous online forum.
Social media influencers.
When evaluating financial advice, you should:
Always follow the most popular trends.
Ignore the credentials as long as the advice sounds good.
Check if the advice aligns with Biblical principles.
Only consult your friends and family.
What should you consider before following an investment tip from a book or article?
The popularity of the book.
Whether the advice has been featured on TV.
The qualifications and background of the author.
If the book is available for free.
A reliable financial advisor should:
Encourage you to make decisions based on fear or pressure.
Focus only on spiritual matters and ignore practical financial planning.
Provide clear explanations of financial concepts and how they apply to your goals.
Avoid discussing risks associated with financial strategies.

What makes a great financial advisor?

Thank you for taking our quiz! We hope it has provided you with valuable insights into choosing trustworthy financial resources. If you have any questions or need further guidance, feel free to reach out. Let's continue to grow in wisdom and stewardship together!
 
Answers below!!
 
Question 1: What is a key indicator that a financial advisor is trustworthy?
 
Correct Answer: B. They have relevant certifications like CFP or CPA.

Certifications such as Certified Financial Planner (CFP) or Certified Public Accountant (CPA) indicate that the advisor has undergone rigorous education and adheres to ethical standards. These qualifications ensure they are well-equipped to manage finances responsibly and with integrity, aligning with Christian values of stewardship and honesty.
 
Question 2: Which source is typically most reliable for faith-based financial advice?
 
Correct Answer: B. A certified Christian financial counselor.

Certified Christian financial counselors not only understand sound financial principles but also how these principles can be aligned with your faith. This dual expertise helps ensure that the guidance you receive supports both your financial and spiritual well-being.
 
Question 3: When evaluating financial advice, you should:
 

Correct Answer: C. Check if the advice aligns with biblical principles.

Evaluating financial advice against biblical principles ensures that your financial actions reflect your spiritual values. This approach encourages responsible stewardship, wisdom, and integrity.
 
Question 4: What should you consider before following an investment tip from a book or article?
 
Correct Answer: C. The qualifications and background of the author.

Understanding the author's credentials helps verify the reliability of their advice. Trusted authors with a strong background in finance and a commitment to ethical principles provide more dependable guidance, in line with Christian standards of truth and transparency.
 
Question 5: A reliable financial advisor should:
 

Correct Answer: C. Provide clear explanations of financial concepts and how they apply to your goals.

A trustworthy advisor explains financial concepts in a way that you understand, ensuring that financial decisions are made with clarity and purpose. This transparency is crucial in maintaining integrity and aligns with the Christian value of stewardship.
bottom of page