MQ Educational Offerings

 

Money Quotient offers a robust calendar of learning opportunities throughout the year open to all financial professionals and educators. All programs take a multidisciplinary, research-based approach to understand the link between the emotional and practical aspects of financial planning, consumer behavior, and the professional-consumer relationship. The purpose is to create an environment and experience that will lead to healthier financial behaviors, increased life satisfaction, and reduced financial anxiety and stress

 

True Wealth™ Planning Education

MQ Partners access both live and on-demand education that is specific to learning and implementing our True Wealth™ Planning model of Financial Life Planning. The webinars, workshops, trainings, and courses provide opportunities to experience and practice the use of time-tested tools and design unique and repeatable processes they use with their clients.

Fundamentals of True Wealth Planning training +
Our foundational course introduces Money Quotient’s multidisciplinary, research-based approach to Financial Life Planning. Concepts from psychology, neurology, and the behavioral and social sciences are introduced to assist participants in understanding why and how the approach leads to higher levels of success when working with clients.

Participants experience completing and discussing self-discovery tools and processes that lead to clarity on core values, vision, and goals and gain insight about how to connect customized financial recommendations to the qualitative information collected from the discovery process. At the completion of the training, the participant will have experienced the True Wealth Planning process from both the client and the advisors point of view.
Implementation Experience Courses +
In the first year of the MQ Partnership, advisors choose one of three Implementation Experience options. Each option provides a step-by-step guide to fully implementing tools and resources into client meetings, communications, and workflows. In addition, each option provides additional education on facilitation and communication techniques with opportunities to watch demonstrations and practice. The Implementation Experiences are designed to deepen the advisors knowledge of their library of tools, strengthen facilitation and communication skills, and increase the advisors confidence in navigating financial life planning conversations.
Advanced Online Courses & Workshops +
MQ Partners can also participate in multi-week courses and workshops at 50% off the regular price open to all financial professionals. These courses often take deep dives into specific financial planning topic areas, the application of various psychological concepts and theories, or practicing various conversation or facilitation models. Some advanced offerings are available only to MQ Partners and will focus on the use of specific resources, such as retirement planning and legacy planning workbooks, or the use of MQ resources in marketing efforts.
Onsite & Custom Trainings +
Money Quotient is happy to provide firm trainings or custom trainings for advanced training or education for staff members. In addition, if you or your local association chapter is interested in hosting a Fundamentals of True Wealth Planning training in your area, we’re happy to work with you to plan out the details. Feel free to contact us at info@moneyquotient.com to discuss the type of training you would like to plan.
Monthly Live Webinars & On-demand CE +
Every month, Money Quotient conducts at least two live educational webinars that continue to deepen your knowledge of the connection between the emotional and practical aspects of financial planning. In addition, all MQ Partners have access to a large library of on-demand education. The breadth of topics ranges from practical practice management strategies and how best to address specific financial planning topics to exploring the neurological aspects that affect motivation and decision making, and practicing active listening techniques. MQ Partners and all other financial professionals have endless opportunities to earn CE with the education provided by Money Quotient.

Education Available to All Financial Professionals

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
  • Motivational Interviewing Intensive
  • Mindfulness for Advisors
  • Financial Empathy and Inclusive Wellbeing
Workshops +

Our workshops bridge the gap between webinars and online courses. They offer a focused, in-depth dive into key topics.

  • Motivational Interviewing Principles
  • Values-Based Communication
  • EQ Skills for Advisors
Webinars +

MQ webinars offer regular opportunities to learn, grow, and refine your skills in focused, one-hour sessions held twice a month.

  • MQ in Action
  • True Wealth™ Topics
  • Practice Management
  • Deeper Dives
  • Book Reviews
  • Partner Updates
Annual MQ Gathering +

The MQ Gathering is a unique, conversation-driven event designed to connect you with the collective wisdom of the MQ community.

Past Themes:

  • Navigating the VUCA World
  • Complexities of Retirement
  • Nurturing Resilient Client Relationships
  • Reimagining the Purpose of Relationships
  • The Power of Questions
  • Preparing Clients for Transitions
Education Archive Library +

A comprehensive collection of past webinars and educational content, organized into key categories for on-demand access and growth at your own pace.

Upcoming Events

Check out our Event Calendar to learn more about upcoming trainings and courses.

Event Calendar