MQ Educational Offerings
Money Quotient offers a robust calendar of learning opportunities throughout the year. Each program is designed to provide a way to explore both the practical and emotional aspects of financial planning, and help clients explore their relationship with money.
True Wealth™ Courses
Our courses are designed to provide financial professionals with immersive, hands-on learning experiences. Whether full-day intensive or multi-day programs, these courses deliver practical tools, proven processes, and interactive guidance to help you learn the True Wealth™ Process.
Fundamentals of True Wealth™ Planning
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Our foundational course introduces Money Quotient’s approach to Financial Life Planning, equipping you with the
knowledge and tools needed to strengthen client relationships and deliver personalized financial guidance.
Implementation Study Team Cohorts
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Study Team Cohort Meetings are part of the Implementation Experience. They allow you to build your client experience
with the support of a study team made up of other MQ partners and led by an MQ trainer.
Group Communication Workshops
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Group Communication Workshops are part of the Implementation Experience. They provide opportunities to practice
facilitating conversations and learn effective communication techniques.
On-Site Firm Trainings
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On-Site Firm Trainings bring MQ's expertise directly to your team. These immersive trainings allow your entire firm
to learn and implement the MQ process together, fostering alignment and consistency in your client experience. Each
training is customized to meet your firm's specific needs.
Refresher Courses
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Refresher Courses are designed for MQ Partners who want to revisit key concepts or refine their skills. These
sessions focus on strengthening your understanding of the MQ Process and enhancing your ability to deliver financial
life planning.
Custom Training
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Custom Trainings are tailored specifically for your firm's unique needs. Whether you're seeking support on advanced
topics, communication strategies, or firm-side implementation, these sessions provide targeted guidance to help your
team succeed.
Online Courses
Our online courses offer financial professionals an opportunity to learn and grow on their own schedule. These comprehensive programs often span several weeks and use recorded lectures, readings, interactive exercises, and assessments.
Motivational Interviewing Bootcamp
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MI Bootcamp is an in-depth course designed to teach financial professionals the principles and techniques of Motivational Interviewing (MI). This evidence-based method helps advisors uncover client motivations, address ambivalence, and inspire positive change.
Motivational Interviewing Intensive
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MI Intensive is a hands-on, practice-focused course designed for those who have foundational knowledge of MI and are ready to deepen their skills. Building on the principles introduced in MI Bootcamp, this course emphasizes real-world application through small group practice, peer feedback, and interactive coaching.
Towards Aware and Values-Centered Investing
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This course is designed for financial professionals who are ready to engage in out-of-the-box thinking who work with clients who want to know their investments are doing no harm and are actively engaged in making the world a better place via their investments. This in-depth, 10-week course discusses topics far beyond traditional Wall Street offerings and ESG funds.
Mindfulness for Advisors: Self-Care and Resilience
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This course helps you discover how mindfulness can make drastically positive shifts in your physical, mental, and financial health. It will walk you through everything you need to fully understand mindfulness and experience the profound effects it can have on your life.
Financial Empathy and Inclusive Wellbeing and Empowerment
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More information to come...
More to Come
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At MQ, we're committed to continuously supporting financial professionals with innovative and impactful training. Stay tuned for upcoming trainings designed to deepen your expertise, enhance your practice, and inspire meaningful change.
Workshops
Our workshops bridge the gap between webinars and online courses. They offer a focused, in-depth dive into key topics. These interactive sessions allow you to explore concepts in greater detail, engage with instructors, and gain practical insights that you can immediately apply. We're always adding to our offerings—stay tuned for more workshops!
Motivational Interviewing Principles
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This workshop is designed to introduce you to the core principles of MI. Focused on practical applications,
the workshop provides a foundational understanding of MI techniques to help you engage clients and uncover
their own motivation to change.
A Values-Based Approach to Effective Client Communication
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This workshop explores how to build trust and connection during the prospect stage through effective,
values-based communication. You will learn strategies to address client beliefs and biases, set clear
expectations, and motivate positive action.
EQ Skills: Enhancing Emotional Intelligence
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This workshop is designed for experienced MQ Partners looking to deepen their communication and listening
skills. You’ll learn to enhance your ability to facilitate meaningful conversations, uncover client insights,
and strengthen the True Wealth™ Planning process in your practice.
Webinars
Our webinars provide MQ Partners with regular opportunities to learn, grow, and refine their skills. With at least two webinars per month, these focused, one-hour sessions deliver timely insights, practical tools, and fresh perspectives to help you stay at the forefront of financial life planning.
MQ in Action
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Hosted by MQ Partners, these webinars showcase real-world examples of how advisors integrate MQ’s philosophy,
processes, and tools into their practices. Learn directly from your peers as they share insights, strategies,
and success stories to elevate your own client experience.
True Wealth™ Topics
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These webinars dive into MQ-related concepts, focusing on the True Wealth™ Planning process and effective
client communication. You’ll explore strategies, techniques, and tools that enhance your ability to facilitate
meaningful financial life planning discussions.
Practice Management
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This course equips financial advisors with the knowledge and tools to guide clients in aligning their
investments with their deepest values. Beyond traditional Wall Street offerings and ESG funds, this program
explores innovative strategies and investment options that integrate financial and life planning objectives.
Deeper Dives
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In these webinars, we explore topics beyond MQ, delving into areas such as financial psychology,
financial therapy, and behavioral finance. Gain a broader understanding of the human side of money
with insights and strategies that complement and enhance your financial life planning approach.
Book Reviews
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These webinars explore impactful books that resonate with financial life planning and the True Wealth™
process. Focused on professional growth, financial psychology, or personal development, each session
connects key insights to your role as an advisor, helping you become a better professional.
Partner Updates
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Stay informed with webinars dedicated to sharing important updates for MQ Partners. These sessions
keep you connected with what’s happening at MQ and ensure that you’re up-to-date on everything that
benefits your partnership with us.
Annual MQ Gathering
Learn More...
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The MQ Gathering is a unique, conversation-driven event designed to connect you with the collective wisdom of the MQ community.
Through facilitated group discussions and hands-on exercises, you’ll get fresh insights, innovative ideas, and actionable strategies to elevate your practice.
This is more than just an event – it’s an opportunity to collaborate, learn, and grow alongside like-minded professionals who share your commitment to financial life planning.
With a new city as a backdrop each year, each MQ Gathering focuses on different topics, making it a can't-miss event that offers a meaningful experience that will inspire you both personally and professionally.
Education Archive Library
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The MQ Education Archive is a comprehensive collection of recorded webinars and educational content, created to help you learn on your schedule.
Organized into key categories, this ever-growing collection gives you access to past sessions filled with insights, strategies, and tools to enhance your practice.
Whether you’re revisiting a topic or exploring something new, the archive ensures you’ll always have valuable resources at your fingertips to inspire growth and success.
Upcoming Events
Check out our Event Calendar to learn more about upcoming trainings and courses.
Event Calendar