Up to 15.5 CE per the CFP Board
Up to 12 IAR CE credits per NASAA
The MQ Group Implementation Experience supports MQ Partners as they incorporate Money Quotient tools in their practice. Through the classroom curriculum, Group Communication Workshops, MQ Study Team, and client meetings, participants will have the opportunity to hone their skills with MQ Tools.
CFP CE Pending
Money Quotient is excited to welcome Meir Statman, who will discuss his recent book, “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance,” which presents a third-generation of behavioral finance, expanding the circle of finance to describe normal people, neither rational nor irrational, striving to enhance their life well-being, beyond financial well-being.
Financial decisions are rarely shaped by numbers alone. Without understanding a client’s biography, advisors may miss critical context that affects present-day decision-making. Join us as we demonstrate how financial professionals can facilitate meaningful conversations about a client’s life experiences using structured MQ tools, and observe how exploring biography helps uncover how values were formed, how financial perspectives developed, and how past experiences may contribute to current anxieties, passions, and aspirations.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
24 CFP CE hours per the CFP Board
12 IAR CE credits per NASAA (6 Ethics, 6 Products)*
18 AFC CEUs per AFCPE
Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
Michael Kay is a financial life planner-turned-life coach, a long-time friend of Money Quotient, and an accomplished author. Join us as he discusses his latest book, How to Craft Your Chapter X: A Guide for High-Performing Men to Discover Meaning (and Joy) in Retirement.
Up to 15.5 CE per the CFP Board
Up to 12 IAR CE credits per NASAA
The MQ Group Implementation Experience supports MQ Partners as they incorporate Money Quotient tools in their practice. Through the classroom curriculum, Group Communication Workshops, MQ Study Team, and client meetings, participants will have the opportunity to hone their skills with MQ Tools.
