2010 Ken Gillaspie Legacy Fund Scholarship applications are now available! The Ken Gillaspie Legacy Fund Scholarship is awarded on an annual basis and provides the recipient with "Fundamentals of Financial Life Planning Training" tuition paid in full, and up to $1,000 in related transportation, lodging, and food expenses.

The following individuals are invited to submit an application for a Money Quotient Scholarship: CFP® certificants and designees, students enrolled in a qualified CFP programs, CFP Program Directors and Instructors, and/or members of the Financial Planning Association. To be eligible for selection, applicants must not have previously attended the Money Quotient "Fundamentals of Financial Life Planning" Training course.

Click here to learn more about the Ken Gillaspie Legacy Fund.

Click here to download the 2010 Scholarship Application Packet.

Money Quotient is happy to announce the return of the M.Q. Retreat! This year's Retreat will be titled, "Purpose and Process: Designing Your Client Relationships." The guiding theme will be on focusing our intentions and strengthening our systems to provide the very best in life-centered financial planning advice, service, and education. The Retreat will be held November 8th and 9th at the Clearwater Resort in Suquamish, Washington. The Retreat is open to M.Q. Licensees and non-Licensees.

There will be an Advanced Training session titled, "Principles of Client Communication and Discovery" November 10th and 11th, following the Retreat, also held at the Clearwater Resort. The Advanced Training session is open only to individuals who have completed "Fundamentals of Financial Life Planning" Training.

Detailed information about both of these events will be released soon.

A new year is upon us and the first "Fundamentals of Financial Life Planning Training" session of 2010 is nearly here! "FFLP Training" will take place February 24, 25, 26. The "FFLP Training" session is held on the scenic Kitsap Peninsula of Washington State at the Clearwater Resort, overlooking the Agate Pass strait of Puget Sound. Register now and plan to start your year off with the enriching experience of spending three days with like-minded professionals exploring the Financial Life Planning® process!

The purpose of the "Fundamentals of Financial Life Planning" training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this three-day seminar conducted by M.Q. President, Carol Anderson, M.S., and Vice President and Director of Licensee Services, Amy Mullen, is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of M.Q. materials and facilitate important discussions regarding implementation and related practice management issues.

For a detailed description of the training, click here to download an information packet and registration form. You may also read a firsthand account of the "FFLP" experience by clicking here to visit the M.Q. Blog!

The Money Quotient Offices will be closed during the holiday season on the days listed below. Wishing you warm and wonderful holidays and a very happy New Year!!!

► Wednesday, December 23rd

► Thursday, December 24th

► Friday, December 25th

► Thursday, December 31st

► Friday, January 1st

The workplace is a prime location to educate employees about financial matters and market financial services. Individuals in the workplace are concerned about making good choices with both present and future money. Workers are frequently faced with decisions about employer provided benefits, yet many lack the financial knowledge needed to make the best decisions.

By combining financial information with benefit-related discussions, financial professionals can provide valuable information and support while simultaneously increasing their presence in the community.

This webinar, presented by Sally Hass, M.Ed., will provide new insights on the topic of workplace financial education. Sally is a nationally recognized authority on life and retirement planning, and the design and delivery of workplace life planning and financial education programs.

To learn more about the webinar, please visit the M.Q. Learning Opportunities webpage. You may also click here to download a registration form, or click here to learn more about Sally by reading a "Presenter Profile" on the M.Q. Blog!