February Fundamentals Graduates

We’d like to recognize and congratulate our first 2023 graduating class of the Fundamentals of True Wealth™ Planning training course. This comprehensive five-day course provided the philosophical foundation and academic theories that have shaped Money Quotient’s unique model of life-centered financial planning. In addition, it provides hands-on experience with facilitating meaningful discovery and motivating goal setting with clients. As usual, the course was highlighted by spirited discussions and keen insight from all participants. Whether you are not yet a member of the MQ Community or are an MQ Veteran who would like to sharpen your skills (at a discount!), we encourage you to register now for one of our upcoming training sessions.