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MQ In Action – Christopher Castles, ACS

About our Guest Veterans

Christopher Castles, ACS

Christopher is the Managing Director of Cosca Partners Holdings Pty, Ltd in Queensland, Australia.

Chris is a Certified Practising Accountant, Certified Financial Planner and Fellow of the Australian Institute of Company Directors. Following his service in the Royal Australian Air Force, Chris has served as director and committee member for both listed and unlisted public companies involving international and domestic operations and spanning financial services, funds management, health and agribusiness.

About the Webinar

The “MQ in Action” series provides the opportunity to hear how other financial planners are utilizing the Money Quotient materials. Each session features Veteran Money Quotient Partners sharing their unique expertise and approach to using the MQ materials. The session concludes with an open forum for questions.

Topics our Veteran will cover include:

  • An overview of their implementation process, using MQ tools with prospects and existing clients.
  • An in-depth look at their client engagement model after years of experience, showing each MQ tool being used.
  • Their observations about changes they made to more effectively engage clients and integrate the MQ materials.
  • Their approach for recognizing and managing client push-back and how they adapted to this resistance.
  • Their recommendations for making the most effective use of the MQ materials.

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for Others

MQ Fundamentals of True Wealth™ Planning Training Course | Portland, OR

24 CE accepted by the CFP Board

If you haven’t had a Getting Acquainted meeting with us yet, please click here to schedule one before registering. This is valuable time that will help us learn a bit more about what you’re looking for and allow us to share an overview of what it’s like to join the MQ Community. 

About the Training

The purpose of the MQ Fundamentals of True Wealth™ Planning training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. This training introduces the philosophical foundation and 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 MQ materials and facilitate important discussions regarding implementation and related practice management issues.

A key objective of this training is to expand the participants’ knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process. Completing this training is a prerequisite to licensing the Money Quotient materials. Click here to learn more about our licensing levels and the tools and benefits of each.

Learning Objectives

By attending this course, you will learn and experience the following:

  • Define “life planning” and its inextricable link to the 7-step financial planning process.
  • Outline essential principles that comprise the True Wealth™ Planning process.
  • Learn the practical and emotional factors that either enhance or hinder life satisfaction and financial well-being.
  • Define the roles and skills of a financial life planning approach and determine the boundaries for an ethical practice.
  • Learn how to strengthen communication skills and build trusting, meaningful, long-lasting client relationships.
  • Learn how to multiply the effectiveness of any client discovery process.
  • Experience methods for aligning financial advice with the unique set of values, priorities, and circumstances of each financial planning client.
  • Learn ways to empower clients to take action and increase their commitment to the financial plan’s success.

Schedule

Our Fundamentals of True Wealth™ Planning course will be held over three days:

Monday, September 12 – Wednesday, September 14
8:30 am – 5:00 pm PT

Daily Agenda: 

8:30am – 10:00 am       Session 1
10:00am – 10:15am     Break
10:15am – 12:00pm     Session 2
12:00pm – 1:00pm        Lunch
1:00pm – 2:15pm           Session 3
2:15pm – 2:25pm           Break
2:25pm – 3:35pm           Session 4
3:35pm – 3:45pm           Break
3:45pm – 4:45pm           Session 5
4:45pm – 5:00pm           Harvest & Evaluations

More Information

Download this printable information packet for more detail about the daily schedule, learning objectives, attendee requirements, and what comes after the training.

Registration Fees and Deadlines

Early Bird Registration (through July 11, 2022):

  • First Time Attendee: $2,400
  • Alumni Attendee: $1,200
  • NAPFA Member: $2,160
  • Nazrudin Member: $2,160

July 11 – August 26, 2022:

  • First Time Attendee: $2,600
  • Alumni Attendee: $1,300
  • NAPFA Member: $2,340
  • Nazrudin Member:  $2,340

Venue and Lodging

Money Quotient has acquired a block of rooms at The Kennedy School that will be available at a special rate just for Fundamentals participants. To learn more, please download the information packet. To ensure availability, room reservations must be made no later than Friday, August 12.

Cancellation Policy

By registering for this training you agree to the following policies:

  • If you cancel on or before July 11, 2022, you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between July 12, 2022 – August 26, 2022, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after August 26, 2022.
  • No refund will be provided to individuals who are registered but do not attend the MQ “Fundamentals” Training Session (i.e., “no shows”).

Any cancellation, at any time, by a registrant who has received a training binder or other training materials is responsible for returning the materials to Money Quotient at their own cost. Money Quotient will refund the cost according to the above schedule once the materials are returned.

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Registration has closed for the February training. Please email us to inquire about additional availability. 

However, registration is open for June and September!

24 CE accepted by the CFP Board

If you haven’t had a Getting Acquainted meeting with us yet, please click here to schedule one before registering. This is valuable time that will help us learn a bit more about what you’re looking for and allow us to share an overview of what it’s like to join the MQ Community. 

About the Training

The purpose of the MQ Fundamentals of True Wealth™ Planning training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. This training introduces the philosophical foundation and 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 MQ materials and facilitate important discussions regarding implementation and related practice management issues.

A key objective of this training is to expand the participants’ knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process. Completing this training is a prerequisite to licensing the Money Quotient materials. 
Click here to learn more about our licensing levels and the tools and benefits of each.

Learning Objectives

By attending this course, you will learn and experience the following:

  • Define “life planning” and its inextricable link to the 7-step financial planning process.
  • Outline essential principles that comprise the True Wealth™ Planning process.
  • Learn the practical and emotional factors that either enhance or hinder life satisfaction and financial well-being.
  • Define the roles and skills of a financial life planning approach and determine the boundaries for an ethical practice.
  • Learn how to strengthen communication skills and build trusting, meaningful, long-lasting client relationships.
  • Learn how to multiply the effectiveness of any client discovery process.
  • Experience methods for aligning financial advice with the unique set of values, priorities, and circumstances of each financial planning client.
  • Learn ways to empower clients to take action and increase their commitment to the financial plan’s success.

Schedule

Our virtual Fundamentals of True Wealth™ Planning course will be held over five consecutive business days:

Wednesday, February 23 – Tuesday, March 1
9:00 am – 1:30 pm PT / 12:00 pm – 4:30 pm ET
(There will be no class on Saturday or Sunday)

Daily Agenda:
9:00am – 10:30am PT       Session 1
10:30am – 10:45am PT    Break
10:45am – 12:00pm PT    Session 2
12:00pm – 12:15pm PT    Break
12:15pm – 1:30pm PT       Session 3

We strongly recommend that attendees clear their schedules of other appointments and obligations during the training.

More Information

Download this printable information packet for more detail about the daily schedule, learning objectives, attendee requirements, and what comes after the training.

Registration Fees and Deadlines

Registration closes Friday, February 4

  • First Time Attendee: $2,400
  • Alumni Attendee: $1,200
  • NAPFA Member: $2,160

Cancellation Policy

By registering for this training you agree to the following policies:

  • If you cancel on or before January 15, 2022, you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between January 16 – February 4, 2022, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after February 4, 2022.
  • No refund will be provided to individuals who are registered but do not attend the MQ “Fundamentals” Training Session (i.e., “no shows”).

Any cancellation, at any time, by a registrant who has received a training binder or other training materials is responsible for returning the materials to Money Quotient at their own cost. Money Quotient will refund the cost according to the above schedule once the materials are returned.

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

24 CE accepted by the CFP Board

If you haven’t had a Getting Acquainted meeting with us yet, please click here to schedule one before registering. This is valuable time that will help us learn a bit more about what you’re looking for and allow us to share an overview of what it’s like to join the MQ Community. 

About the Training

The purpose of the MQ Fundamentals of True Wealth™ Planning training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. This training introduces the philosophical foundation and 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 MQ materials and facilitate important discussions regarding implementation and related practice management issues.

A key objective of this training is to expand the participants’ knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process. Completing this training is a prerequisite to licensing the Money Quotient materials. Click here to learn more about our licensing levels and the tools and benefits of each.

Learning Objectives

By attending this course, you will learn and experience the following:

  • Define “life planning” and its inextricable link to the 7-step financial planning process.
  • Outline essential principles that comprise the True Wealth™ Planning process.
  • Learn the practical and emotional factors that either enhance or hinder life satisfaction and financial well-being.
  • Define the roles and skills of a financial life planning approach and determine the boundaries for an ethical practice.
  • Learn how to strengthen communication skills and build trusting, meaningful, long-lasting client relationships.
  • Learn how to multiply the effectiveness of any client discovery process.
  • Experience methods for aligning financial advice with the unique set of values, priorities, and circumstances of each financial planning client.
  • Learn ways to empower clients to take action and increase their commitment to the financial plan’s success.

Schedule

Our virtual Fundamentals of True Wealth™ Planning course will be held over five consecutive business days:

Wednesday, June 8 – Tuesday, June 14
9:00 am – 1:30 pm PT / 12:00 pm – 4:30 pm ET
(There will be no class on Saturday or Sunday)

Daily Agenda:
9:00am – 10:30am PT       Session 1
10:30am – 10:45am PT    Break
10:45am – 12:00pm PT    Session 2
12:00pm – 12:15pm PT    Break
12:15pm – 1:30pm PT       Session 3

We strongly recommend that attendees clear their schedules of other appointments and obligations during the training.

More Information

Download this printable information packet for more detail about the daily schedule, learning objectives, attendee requirements, and what comes after the training.

Registration Fees and Deadlines

  • First Time Attendee: $2,400
  • Alumni Attendee: $1,200
  • NAPFA Member: $2,160

To ensure timely delivery of the training binder, the deadline for U.S. resident registration will be May 20, 2022.

The deadline for international registration will be May 13, 2022.

Cancellation Policy

By registering for this training you agree to the following policies:

  • If you cancel on or before April 11, 2022, you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between April 12, 2022 – May 20, 2022, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after May 20, 2022.
  • No refund will be provided to individuals who are registered but do not attend the MQ “Fundamentals” Training Session (i.e., “no shows”).

Any cancellation, at any time, by a registrant who has received a training binder or other training materials is responsible for returning the materials to Money Quotient at their own cost. Money Quotient will refund the cost according to the above schedule once the materials are returned.

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

24 CE accepted by the CFP Board

If you haven’t had a Getting Acquainted meeting with us yet, please click here to schedule one before registering. This is valuable time that will help us learn a bit more about what you’re looking for and allow us to share an overview of what it’s like to join the MQ Community. 

About the Training

The purpose of the MQ Fundamentals of True Wealth™ Planning training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. This training introduces the philosophical foundation and 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 MQ materials and facilitate important discussions regarding implementation and related practice management issues.

A key objective of this training is to expand the participants’ knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process. Completing this training is a prerequisite to licensing the Money Quotient materials. Click here to learn more about our licensing levels and the tools and benefits of each.

Learning Objectives

By attending this course, you will learn and experience the following:

  • Define “life planning” and its inextricable link to the 7-step financial planning process.
  • Outline essential principles that comprise the True Wealth™ Planning process.
  • Learn the practical and emotional factors that either enhance or hinder life satisfaction and financial well-being.
  • Define the roles and skills of a financial life planning approach and determine the boundaries for an ethical practice.
  • Learn how to strengthen communication skills and build trusting, meaningful, long-lasting client relationships.
  • Learn how to multiply the effectiveness of any client discovery process.
  • Experience methods for aligning financial advice with the unique set of values, priorities, and circumstances of each financial planning client.
  • Learn ways to empower clients to take action and increase their commitment to the financial plan’s success.

Schedule

Our virtual Fundamentals of True Wealth™ Planning course will be held over five consecutive business days:

Wednesday, September 28 – Tuesday, October 4, 2022
9:00 am – 1:30 pm PT / 12:00 pm – 4:30 pm ET
(There will be no class on Saturday or Sunday)

Daily Agenda:
9:00am – 10:30am PT       Session 1
10:30am – 10:45am PT    Break
10:45am – 12:00pm PT    Session 2
12:00pm – 12:15pm PT    Break
12:15pm – 1:30pm PT       Session 3

We strongly recommend that attendees clear their schedules of other appointments and obligations during the training.

More Information

Download this printable information packet for more detail about the daily schedule, learning objectives, attendee requirements, and what comes after the training.

Registration Fees and Deadlines

Early Bird Registration (through July 28, 2022):

  • First Time Attendee: $2,200
  • Alumni Attendee: $1,100
  • NAPFA Member: $1,980

July 29 – September 9, 2022:

  • First Time Attendee: $2,400
  • Alumni Attendee: $1,200
  • NAPFA Member: $2,160

Cancellation Policy

By registering for this training you agree to the following policies:

  • If you cancel on or before July 28, 2022, you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between July 29, 2022 – September 9, 2022, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after September 9, 2022.
  • No refund will be provided to individuals who are registered but do not attend the MQ “Fundamentals” Training Session (i.e., “no shows”).

Any cancellation, at any time, by a registrant who has received a training binder or other training materials is responsible for returning the materials to Money Quotient at their own cost. Money Quotient will refund the cost according to the above schedule once the materials are returned.

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

24 CE accepted by the CFP Board

If you haven’t had a Getting Acquainted meeting with us yet, please click here to schedule one before registering. This is valuable time that will help us learn a bit more about what you’re looking for and allow us to share an overview of what it’s like to join the MQ Community. 

About the Training

The purpose of the MQ Fundamentals of True Wealth™ Planning training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. This training introduces the philosophical foundation and 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 MQ materials and facilitate important discussions regarding implementation and related practice management issues.

A key objective of this training is to expand the participants’ knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process. Completing this training is a prerequisite to licensing the Money Quotient materials. 
Click here to learn more about our licensing levels and the tools and benefits of each.

Learning Objectives

By attending this course, you will learn and experience the following:

  • Define “life planning” and its inextricable link to the 7-step financial planning process.
  • Outline essential principles that comprise the True Wealth™ Planning process.
  • Learn the practical and emotional factors that either enhance or hinder life satisfaction and financial well-being.
  • Define the roles and skills of a financial life planning approach and determine the boundaries for an ethical practice.
  • Learn how to strengthen communication skills and build trusting, meaningful, long-lasting client relationships.
  • Learn how to multiply the effectiveness of any client discovery process.
  • Experience methods for aligning financial advice with the unique set of values, priorities, and circumstances of each financial planning client.
  • Learn ways to empower clients to take action and increase their commitment to the financial plan’s success.

Schedule

Our virtual Fundamentals of True Wealth™ Planning course will be held over five consecutive business days:

Wednesday, February 22 – Tuesday, February 28
9:00 am – 1:30 pm PT / 12:00 pm – 4:30 pm ET
(There will be no class on Saturday or Sunday)

Daily Agenda:
9:00am – 10:30am PT       Session 1
10:30am – 10:45am PT    Break
10:45am – 12:00pm PT    Session 2
12:00pm – 12:15pm PT    Break
12:15pm – 1:30pm PT       Session 3

We strongly recommend that attendees clear their schedules of other appointments and obligations during the training.

More Information

Download this printable information packet for more detail about the daily schedule, learning objectives, attendee requirements, and what comes after the training.

Registration Fees and Deadlines

Registration closes Friday, February 3

Early Bird Registration (through January 11, 2023)

  • First Time Attendee: $2,200
  • Alumni Attendee: $1,100
  • NAPFA Member: $1,980

January 12 – February 3, 2023

  • First Time Attendee: $2,400
  • Alumni Attendee: $1,200
  • NAPFA Member: $2,160

Cancellation Policy

By registering for this training you agree to the following policies:

  • If you cancel on or before January 12, 2022, you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between January 13 – February 3, 2022, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after February 3, 2023.
  • No refund will be provided to individuals who are registered but do not attend the MQ “Fundamentals” Training Session (i.e., “no shows”).

Any cancellation, at any time, by a registrant who has received a training binder or other training materials is responsible for returning the materials to Money Quotient at their own cost. Money Quotient will refund the cost according to the above schedule once the materials are returned.

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

24 CE accepted by the CFP Board

If you haven’t had a Getting Acquainted meeting with us yet, please click here to schedule one before registering. This is valuable time that will help us learn a bit more about what you’re looking for and allow us to share an overview of what it’s like to join the MQ Community. 

About the Training

The purpose of the MQ Fundamentals of True Wealth™ Planning training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. This training introduces the philosophical foundation and 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 MQ materials and facilitate important discussions regarding implementation and related practice management issues.

A key objective of this training is to expand the participants’ knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process. Completing this training is a prerequisite to licensing the Money Quotient materials. 
Click here to learn more about our licensing levels and the tools and benefits of each.

Learning Objectives

By attending this course, you will learn and experience the following:

  • Define “life planning” and its inextricable link to the 7-step financial planning process.
  • Outline essential principles that comprise the True Wealth™ Planning process.
  • Learn the practical and emotional factors that either enhance or hinder life satisfaction and financial well-being.
  • Define the roles and skills of a financial life planning approach and determine the boundaries for an ethical practice.
  • Learn how to strengthen communication skills and build trusting, meaningful, long-lasting client relationships.
  • Learn how to multiply the effectiveness of any client discovery process.
  • Experience methods for aligning financial advice with the unique set of values, priorities, and circumstances of each financial planning client.
  • Learn ways to empower clients to take action and increase their commitment to the financial plan’s success.

Schedule

Our virtual Fundamentals of True Wealth™ Planning course will be held over five consecutive business days:

Wednesday, June 7 – Tuesday, June 13
9:00 am – 1:30 pm PT / 12:00 pm – 4:30 pm ET
(There will be no class on Saturday or Sunday)

Daily Agenda:
9:00am – 10:30am PT       Session 1
10:30am – 10:45am PT    Break
10:45am – 12:00pm PT    Session 2
12:00pm – 12:15pm PT    Break
12:15pm – 1:30pm PT       Session 3

We strongly recommend that attendees clear their schedules of other appointments and obligations during the training.

More Information

Download this printable information packet for more detail about the daily schedule, learning objectives, attendee requirements, and what comes after the training.

Registration Fees and Deadlines

Registration closes Friday, May 19

Early Bird Registration (through April 26, 2023)

  • First Time Attendee: $2,200
  • Alumni Attendee: $1,100
  • NAPFA Member: $1,980

April 27 – May 19, 2023

  • First Time Attendee: $2,400
  • Alumni Attendee: $1,200
  • NAPFA Member: $2,160

Cancellation Policy

By registering for this training you agree to the following policies:

  • If you cancel on or before April 27, 2022, you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between April 28 – May 19, 2023, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after May 19, 2023.
  • No refund will be provided to individuals who are registered but do not attend the MQ “Fundamentals” Training Session (i.e., “no shows”).

Any cancellation, at any time, by a registrant who has received a training binder or other training materials is responsible for returning the materials to Money Quotient at their own cost. Money Quotient will refund the cost according to the above schedule once the materials are returned.