Don’t miss this—early bird pricing ends April 1st. Join us in Portland for an immersive, in-person experience of MQ’s life-centered planning process—and take care of your CE requirements at the same time. This course includes: • 24 CFP® CE hours • 12 IAR CE credits (including Ethics & Products) • 18 AFC CEUs Already completed […]
Did You Know
Fundamentals of True Wealth™ Planning — Returning to Portland This May
We’re bringing our flagship Fundamentals of True Wealth™ Planning training back to Portland, Oregon, this spring — scheduled for May 6–8, 2026. Join us in MQ’s hometown for a deep dive into the mindset, tools, and skills that define life-centered planning. This course qualifies for a full year’s worth of IAR CE credits — including […]
Did You Know We Offer Client Event Facilitation?
You’ve done the wine night, the market update, the speaker dinner. But what if your next client event sparked genuine conversation instead of passive listening? Money Quotient now offers facilitated client events designed to reflect how you actually work with clients. These are not presentations, they’re experiences built to deepen trust, surface shared values, and […]
Our Next Fundamentals Training is Happening in Carlsbad, CA!
This in-person training will take place December 10–12, 2025, in the San Diego area, and early bird pricing ends November 14th. If you’ve been waiting for an opportunity to dive into the MQ process (or revisit it in a whole new season of your practice), this is it! First-timers: This 3-day training is your introduction to life-centered financial […]
Your Most Powerful Meeting Tool? Key Elements.
Looking for a simple way to anchor every client conversation? Start with the Key Elements document. As you move through the Fundamentals of True Wealth™ process, this tool becomes a living summary of the client’s values, priorities, and personalized strategies. It captures the most important insights from each meeting and becomes the ultimate deliverable from […]
Motivational Interviewing Bootcamp Starts October 18
The next round of our popular Motivational Interviewing Bootcamp kicks off soon, and we’d love to see you there. This 8-week, self-paced course is designed to help you build practical skills in Motivational Interviewing (MI)—an essential communication approach for building trust, evoking client motivation, and navigating ambivalence. Course runs October 18 – December 15 Approved […]
Early Bird pricing for the 2025 MQ Gathering ends next week — July 31!
If you’re planning to attend our immersive think tank in Minneapolis this September, now’s the time to register and save. This year’s theme — Navigating the VUCA World — is all about equipping financial professionals with the insight, language, and presence to support clients (and themselves) through volatility, uncertainty, complexity, and ambiguity. The MQ Gathering […]
Learn, Engage, and Earn CFP® CE Credit
Nearly all of our webinars qualify for CFP® continuing education credit! Just one caveat: you need to attend live to earn the CE—but that comes with a bonus. Live attendance means you can engage in real time, ask questions, and be part of the conversation. Check out our Events page to learn more about upcoming […]
Webinar Recordings Sent to Everyone Who Registers
You don’t have to be an MQ Partner to attend our webinars! Whether you’re a financial professional looking to grow, or just curious about the human side of money, our live events are open to all. Even if you can’t make it live, it’s still worth registering—everyone who signs up (Partner or not) will receive […]
Anyone Can Join Our Webinars
You don’t have to be an MQ Partner to attend our webinars! Whether you’re a financial professional looking to grow, or just curious about the human side of money, our live events are open to all. We’ve been ramping up our webinar offerings with fresh, insightful content—and there’s a lot more on the way. Partners […]