Q. Can you briefly define Jnana Yoga vs Bhakti Yoga and how they relate to Advaita and Vedanta?
Tom: Jnana yoga usually refers to the use of (intellectual) knowledge in the mind used to remove ignorance, a thorn to remove a thorn, and then the thorn of ‘knowledge’ is itself allowed to fall away; Bhakti yoga is faith, love and devotion from the heart to Self/Guru/God. These 2 yogas seem different at first, but then they quickly merge together to remove ignorance and end suffering, which is what the word ‘yoga’ means of course. Both of the above are part and parcel of Advaita Vedanta as per the Upanishads, Gita, etc.
Q. What about Advaita vs. Jnana?
Tom: Advaita Vedanta, as a traditional teaching is the general term used to refer to the teachings of the Upanishads, Bhagavad Gita, Brahma Sutras and a few other traditional texts. Jnana yoga refers to one part of the teachings of Advaita Vedanta. Other aspects of Advaita Vedanta include Bhakti Yoga, Raja Yoga and several other teachings found in the above aforementioned texts.
Advaita, literally means not-two. Jnana means knowledge. Jnana can either mean relative knowledge in the mind, which is the means of jnana yoga, or it can refer to the Absolute, which is not really knowledge per se as it is beyond ideas/conceptualisation, but the word Jnana is sometimes used nonetheless. This ‘absolute Jnana’ is synonymous with Advaita and points to that which is beyond both Advaita and Jnana, ie. God or True Self! It is also known as Parabhakti (divine love), Aparokshanubhuti (direct experience), Moksha (freedom) and various other terms, none of which fully capture what is spoken of!
In the traditional path of Knowledge or Jnana, first we are to know our True Self (Atman) and know this to be the same as the Absolute (Brahman). Then we are to be still and renounce all desires.
This spiritual knowledge (Jnana) of ‘I am Brahman’ (Aham Brahmasmi) allows the mind to become still and desireless. Note this does not mean that the body becomes totally inert – no – rather it continues to function naturally according to its destiny (Prarabdha Karma) until the body dies.
Shankara states this multiple times, eg, in Vivekachudamani, and also in his many commentaries, eg. in his commentary upon the Kena Upanishad – in his introduction to the Kena Upanishad Shankara writes:
And [the Self] being eternal, it is not to be secured by any means other than the cessation of ignorance. Hence the only duty is to renounce all desires after the realisation of the unity of the indwelling Self and Brahman.
This is akin to Self-Surrender, as spoken by Sri Ramana Maharshi:
There is no destiny. Surrender, and all will be well. Throw all the responsibility on God. Do not bear the burden yourself. What can destiny do to you then?”
and again here:
Question: Surrender is said to be Bhakti [the path of devotional love]. But Sri Bhagavan [Ramana Maharshi] is known to favour enquiry [ie. the path of Knowledge or Jnana] for the Self. There is thus confusion in the hearer.
Ramana Maharshi: Surrender can take effect only when done with full knowledge. Such knowledge comes after enquiry. It ends in surrender.
Neo-Advaita (or ‘new advaita’), itself a modern-day term, is used to refer to teachings or communications that do not accept the existence of separation or duality in any way shape or form: there is no seeker, no separation, and therefore no need for a teaching or practice or communication even.
The term ‘neo-advaita’ is often used pejoratively by more traditional Advaita Vedantins, who do advocate teachings and practices, in order to discredit the neo-style ‘communications’. I use the word ‘communications’ when describing neo-advaita rather than teachings as often neo-advaita ‘speakers’ do not like to refer to themselves as teachers or as having teachings, as ‘teaching’ can imply a separation between a seeker who needs to be taught and a teacher who knows something and is teaching something to someone.
Below is a wonderfully instructive excerpt from Talks with Sri Ramana Maharshi that addresses the apparent conflict between the two types of teaching in talk number 57. It is well worth reading. See if you can see some of the parallels and issues that are raised. This except also explains in brief the method of Advaita Vedanta but is also heavily littered with Sanskrit words which may obstruct the understanding for some. I therefore have added some comments in italicised red which I hope are helpful in fully explaining the text’s meaning:
Ramana Maharshi:Some people think that there are different stages in jnana. The Self is nitya aparoksha, i.e., ever-realised, knowingly or unknowingly. Sravana [hearing the teachings], they argue, should therefore be aparoksha jnana (directly experienced) and not paroksha jnana (indirect knowledge). But jnana should result in duhkha nivriti (loss of misery) whereas sravana alone does not bring it about. Therefore they say, though aparoksha, it is not unshaken; the rising of vasanas is the cause of its being weak (not unchanging); when the vasanas are removed, jnana becomes unshaken and bears fruit.
In the first sentence of the above paragraph Ramana hints that there are no stages in Jnana. He then goes on to state that The Self is ever-realised. Sometimes the mind ‘knows’ this, sometimes it doesn’t. Either way the Self is ever-realised as it is what we are, already and always.
The argument that is therefore proposed by some is that because we are already the Self – limitless, whole and complete – just by hearing the teachings that point this out to us (sravana in Sanskrit), we will now knowingly ‘be the Self’ and have a direct experiential understanding of this (aparoksha jnana: ‘direct knowledge’ aparoksha means umediated or direct; jnana means knowledge or understanding and in a spiritual context means liberation or self-realisation), ie. through hearing the teachings alone self-realisation will result. This view is essentially stating that practices such as meditation and contemplation are not required for liberation as we are already fully realised and so no progressive path is required. Only direct pointing out alone is required and all else is illusion.
Ramana then points out the flaw in this argument. He states that the problem with this teaching is that liberation must lead to the cessation of suffering (duhkha nivriti in Sanskrit: duhkha means hurt or pain or suffering; nivriti in this context means cessation) and merely listening to teachings alone does not yield this result. Essentially, whilst mere sravana or listening to the direct teachings can yield direct insight (aparoksha jnana), this insight is weak and not stable. This is also my experience with seekers who have been exposed to these teachings. Whilst the can be direct and profound and trigger a realisation of sorts, the effects are often short lived and do not end suffering. This can, in some cases, lead to flip-flopping, in which the sense of liberation seems to come and go, alternating with confusion, seeking and suffering. In many it can also lead to an over-emphasis on concepts, although I am sure this is not the intent.
Ramana explains that the reason why insight is weak is due to the vasanas. Vasanas is a Sanskrit word that I often use in my teachings. It refers to habitual egoic tendencies that, through the force and momentum of ingrained habit, cause us to seemingly re-identify and re-immerse ourselves back into egotism, separation, illusion and suffering. It is the energy and momentum of the egoic vasanas that prevent liberation from appearing to be stable and lasting, even though liberation or the Self is all there is already and always.
Lastly, Ramana states that once the vasanas are removed, then realisation becomes stable and bears the fruit of cessation of suffering. This is the point of spiritual practices – not to bring liberation about – as that is all there is already and ‘we are that’ – but to remove the habitual wrong notions/beliefs or vasanas.
Others say sravana is only paroksha jnana. By manana (reflection) it becomes aparoksha spasmodically. The obstruction to its continuity is the vasanas: they rise up with reinforced vigour after manana. They must be held in check. Such vigilance consists in remembering = “I am not the body” and adhering to the aparoksha anubhava (direct experience) which has been had in course of manana (reflection).
Such practice is called nididhyasana and eradicates the vasanas. Then dawns the sahaja state. That is jnana, sure.
Ramana here explains an alternative theory which in practical terms is a the same argument I explained above as the vasanas have to be removed, but with some technical differences. Here Ramana explains that another view is that listening to the direct teachings (sravana) leads only to intellectual understanding (indirect understanding or paroksha jnana). In order to have a direct understanding or genuine experiential understanding (aparoksha jnana), one has then to reflect on the conceptual teachings (manana) and see the truth of them for oneself in one’s own direct experience. This then leads to spasmodic direct realisation which comes and goes.
We can see that the only difference between this second theory and the first one is that the first theory states that listening to the teachings (sravana) alone leads to direct realisation where as this second theory adds in another stage in which sravana leads to indirect or mere intellectual understanding and this intellectual understanding is converted into direct experiential understanding through reflection (manana). In both cases what results from sravana or sravana-manana is spasmodic unstable direct realisation which comes and goes and alternates with confusion and suffering.
Ramana proceeds to point out that once we have attained a genuine direct insight, the egoic suffering-causing vasanas rise up with a newfound vigor and so the realisation we ‘attained’ is quickly dispelled.
How to dispel the suffering-causing vasanas? Through Nididhyasana, the 3rd stage of the traditional teaching in Advaita Vedanta (the first two stages are Sravana and Manana). The literal translation of Nididhyasana is meditation and there are different forms and aspects of this part of the teaching. Here Ramana explains two aspects of Nididhyasana, firstly a conceptual aspect: knowing ‘I am not the body’ or ‘I am not the body-mind’. The second aspect is to remember the experiential insight or direct realisation-experience that was obtained from sravana-manana and remain there.
What then results is removal of the wrong notion ‘I am the limited body-mind’ and removal of the associated habitual tendencies (vasanas) that obstruct suffering. This then results in what is usually termed Samadhi (the 4th and last stage of the traditional Advaita Vedanta teachings), and the culmination of Samadhi is Sahaja Samadhi, what Ramana here calls the Sahaja state. Sahaja means easy or natural in Sanskrit, so this is the Easy State or Natural State, a synonym for Liberation itself (ie. ‘Jnana sure’ in the text).
I have written several more posts on this and done a few videos that go into this in more detail, so feel free to take a look:
D.: Is intellectual knowledge enough?
M.: Unless intellectually known, how to practice it? Learn it intellectually first, then do not stop with that. Practise it.
Talks with Sri Ramana Maharshi, Talk 40
Questioner: Is a teacher necessary for instructions?
Ramana Maharshi: Yes, if you want to learn anything new. But here you have to unlearn.
Questioner: Yet a teacher is necessary.
Ramana Maharshi: You have already got what you seek elsewhere. So no teacher is necessary.
Questioner: Is there any use of the man of Realisation for the seeker?
Ramana Maharshi: Yes. He helps you to get rid of your delusion that you are not realised.
Talks with Sri Ramana Maharshi, Talk 434
Questioner: Is an intellectual understanding of the Truth necessary?
Ramana Maharshi: Yes. Otherwise why does not the person realise God or the Self at once, ie. as soon as he is told that God is all or the Self is all? That shows some wavering on his part. He must argue with himself and gradually convince himself of the Truth before his faith becomes firm.
Talks with Sri Ramana Maharshi, Talk 596
Question: Is the study of science, psychology, physiology, etc., helpful for attaining Yoga-liberation or for intuitive understanding of the unity of Reality?
Ramana Maharshi: Very little. Some theoretical knowledge is needed for Yoga and may be found in books, but practical application is what is needed. Personal example and instruction are the most helpful aids. As for intuitive understanding, a person may laboriously convince himself of the truth to be grasped by intuition, of its function and nature, but the actual intuition is more like feeling and requires practical and personal contact. Mere book learning is not of any great use. After Realisation all intellectual loads are useless burdens and are to be thrown overboard.
Talks with Sri Ramana Maharshi, Talk 28
It is those who are not learned that are saved rather than those whose ego has not yet subsided in spite of their learning. The unlearned are saved from the relentless grip of the devil of self-infatuation; they are saved from the malady of a myriad whirling thoughts and words; they are saved from running after wealth. It is from more than one evil that they are saved.
Reality in forty verses – Supplement, verse 36
‘Eventually, all that one has learnt will have to be forgotten’
From ‘Who am I?’
Tom comments: Intellectual understanding has a certain importance – it gives the seeking mind direction and structure. This enables one to peel back the illusion of egotism or Maya, the cause of apparent separation and suffering. Then, theoretical knowledge, once it has fully served its purpose, can be discarded, like the metaphorical thorn used to remove a thorn.
We need a ‘double teaching’ as we suffer from a ‘double ignorance’. We could say the teaching has two wings to it, one for each aspect of ignorance. Let me explain: you could say ignorance has 2 steps:
Ignorance step (1) – Structural Ignorance: identifying as this or that. This creates a false notion of self, also known as ego or the jiva. This is also known as a limiting belief or identifying as being a limited entity. The most common form this identification takes is the thought-concept ‘I am the body-mind’. ie. we take the body-mind to be our primary identity. This limited identity is the ego or jiva.
Ignorance step (2) – Functional Ignorance: that ego/jiva, sensing it is limited, vulnerable and incomplete, then seeks pleasure and security in the world of objects. This seeking tendency eventually becomes ingrained and habitual and these habitual egoic tendencies are known as vasanas in Sanskrit.
In Step (1) we create the structure or form of the ego, namely ‘I am the body-mind’. Step (2) represents the movement or function of the ego in which the body-mind entity then goes on to seek security, pleasure, as so on, and is also afraid of death, misfortune, ill health, etc, and so suffers.
So we have described the ego’s form (1) and function (2), or its structure (1) and movement (2).
A ‘Double Teaching’
Each of these aspects of ignorance usually have to be tackled and resolved, so there are two aspects or ‘wings’ of the teaching. Most teachings that one comes across usually focuses only on one of these two wings. This is because on a practical level it is more difficult to teach both together, and many are unaware of how these two aspects of the teaching fit together. But when we do bring both together, the teachings tends to be much more potent in actually pointing the way directly to Moksha/liberation.
So, what are the two aspects of the teaching? Structural ignorance (1) is rectified by insight or knowledge teachings, and functional ignorance (2) is resolved by purification teachings.
Insight teachings basically point out the belief ‘I am a body-mind’ is a false limiting belief. When seen, the illusion of separation and doership naturally fall away. Insight is also known as knowledge, gnosis or realisation
So why do we need the purification teachings then? Well, for most, due to the strong habitual tendencies to identify as a body-mind, the ‘I am the body-mind’ concept keeps on arising and egotism is continued. Without a spiritual practice to remove this habitual ignorance the egotism usually quickly returns and with it suffering also returns.
Examples of Insight Teachings
Insight teachings include negating teachings such as ‘You are not the body-mind’ and ‘You are not the doer’. Sometimes they take on affirming forms such as ‘You are That’ or ‘You are Brahman’ or ‘You are Pure Consciousness’, etc.
In order for insight teachings to work, usually the mind needs to be relatively calm so that there is enough mental space for the insight to arise through an in-seeing into the nature of every-day experience. Therefore it can be useful to practice calming or purification practices prior to insight.
Limitations of Insight Teachings
Insight teachings by themselves, which tend to be spoken or written teachings or ‘pointers’, can be very freeing but usually do not lead to full realisation/liberation unless the egoic vasanas/tendencies are already very much diminished. Usually, whilst insight is present all is apparently well, but then though daily life the egoic vasanas rear their head and wreak havoc. This leads to flip-flopping in which one alternately seems to ‘get it’ then ‘lose it’. For most, without purification, the insight remains fairly superficial on the level of the mind. I regularly come across many seekers in this predicament, where suffering continues and the approach is predominantly intellectual. What is required is purification, usually devotion, surrender, mantra and prayer – all the things that the stereotypical ‘western rational mind’ is often repelled by.
Examples of Purification Teachings
I have spoken and written about this more extensively elsewhere (eg. here and here) but these are essentially practices that calm the mind and reduce seeking, agitation, addiction and other egoic tendencies. From a more traditional perspective the cardinal purification teachings are devotion, prayer, gratitude, mantra recitation, meditation, hatha yoga and other things such as mindfulness practice and adopting a health diet and lifestyle. Simpler forms of purification are simply to relax, be still, accept whatever happens, surrender practices, etc, etc.
Purification teachings enhance the ability of insight and also allow insight to deepen and be more stable. Therefore traditionally devotion, mantra recitation, yoga and meditation are all considered to be essential foundational practices to purify the mind and enhance the ability of Self-Realisation to occur. Similarly, purification is usually limited without insight. ie. unless the belief ‘I am the body-mind’ is removed, purification will not be as effective. This is because it is this limiting ‘I and the body-mind’ belief that gives rise to the sense of incompleteness and vulnerability that fuels these egoic tendencies.
Limitations of Purification
Like insight-only teachings, purification-only teachings, which tend to be practices, can be very freeing of themselves. Unless the sense of being a limited entity (ie. structural ignorance) is already very weak, purification alone tends not to lead to liberation. This is because the limiting notion ‘I am the body’ goes unchecked and perpetuates itself.
In Vedanta, these two aspects of ignorance are known as the two Shaktis (energies or powers) of Maya:
1. Avarana Shakti – also known as Avriti Shakti, this is the veiling energy of Maya which prevents us from knowing ourselves as limitless Brahman. We therefore adopt a limited notion, namely ‘I am the body-mind’. Avarana Shakti keeps us from discovering our true nature and shedding this wrong knowledge or ignorance. It is related to Tamoguna. You can see that this is another way of talking about what I call Structural Ignorance above, but in a slightly different way.
2. Vikshepa Shakti – this is the projecting power of Maya. Once Avarana Shakti has veiled our true identity as Limitless Brahman and we (seemingly) take on the limited identity of the body-mind, the Vikshepa Shakti projects forth a body, mind and world in which the limited body-mind (ie. ego or jiva) can roam, seek, fear and suffer. It is related to Rajoguna. I hope you can see how this notion is related to what I call Functional Ignorance above.
In Shankara’s Vivekachudamani (see here for a summary by Ramana Maharshi), a full teaching is given that explains the above shakti’s: in the first portion of the text the knowledge teachings are explained and in the latter portion the focus is on meditation or nididhyasana. I also talk about this more here: False Enlightenment.
Is there really a double ignorance?
If you look closely, these two aspects of ignorance are deeply related and are not separate at all. Most seekers will tend towards either knowledge or purification in the first instance, and only when some headway is gained on that particular aspect of the teaching will they intuitively be drawn to the other less-explored aspect of the teaching
So, in practical terms what should I do?
Essentially, follow your heart – it will guide you. You will know, if you listen to that ‘voiceless voice’ within what teaching is right for you right now. Perhaps you need to listen to a teacher or read more. Perhaps you need to practice devotion or surrender. Perhaps both. If you remain truly open in both heart and mind and do not overly cling to fixed conceptual views, your Heart will lead you home and attract/bring into your experience exactly what you need.
That said, as a general rule, I encourage regular attendance to Satsang or a similar meeting in which these teachings are repeatedly given. The mind is resistant and egotism/ignorance is deeply ingrained in most, and so regular contact with a teacher you resonate with is usually very important. This alone can save many months or years of erroneously seeking in the wrong direction. In just a few conversations with seekers I have often been able to quickly point them in the right direction in a matter of minutes after having had a real-time interaction with them, although obviously this is not always the case. Please see my meetings page if you are interested in attended an Online Meeting or In-Person meeting with myself.
Devotional practices and mantra recitation can both be extremely powerful. I often call them spiritual bulldozers as they are able to plough their way through years and years of egoic vasanas with relative ease compared to insight style teachings in many cases. My experience is that many with a Western scientific mindset (which in many ways is my own background) do not readily resonate with these practices, especially if they have had negative experiences of organised religion. However, there are ways these practices can be explained to allow even fairly atheist seekers benefit from these teachings.
Lastly meditation and stillness are also usually essential for the teachings to penetrate the deeper layers of the body-mind and root out egotism/ignorance at a deep energetic non-verbal level.
Summary and Ego Tricks
One trick I have noticed the ego-mind does is that is tries to avoid the above by use of clever reasoning. Whilst sometimes this logic is reasonable and sound, in most cases it is the ego trying to perpetuate itself and claim knowledge and experience for itself.
Sometimes the mind will say ‘I do not need to attend Satsang as I know everything that will be said’. I met someone for a 1 to 1 just recently who had heard and read all the teachings multiple times and was growing weary of it all. They felt there was no point to asking further questions, but on some level knew that there was something missing. Through a direct interaction we were quickly able to see where the sticking points were. This was only possible as the seeker in question was open to this possibility and maintained contact and dialogue with me even though their mind was saying ‘I know all this already’. The seeker was also open to their heart which guided them, in their case, to arrange a 1 to 1 with me.
In summary, listen to your heart with an open mind. The True Guru is Within. For most, having a teacher is essential. Consider listening to knowledge teachings (eg. attending satsang), and undertaking devotional practices, mantra recitation and silence/ meditation.