25Feb
2025
Webinar
This webinar is an MQ Research & Education™ hosted event
1.0 CE accepted by the CFP Board
Join MQ’s Financial Behavior Specialist Derek Hagen as he delves into the dynamics of financial enabling and dependency. Learn how to recognize the signs of each, understand the underlying behavioral and emotional drivers, and learn how to address them.
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26Feb
2025
Training
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
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11Mar
2025
Webinar
Do you have a question about how or when to use an MQ Tool? Do you have a tricky client problem that you haven’t solved yet? Have you had an experience for which you’d like to hear an expert opinion? Join us for a general discussion led by MQ President Amy Mullen, CFP® and Financial Behavior Specialist Derek Hagen, CFP®.
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13Mar
2025
18Mar
2025
Advanced Course
Effective communication with a prospect and a well designed “Getting Acquainted Meeting” sets the foundation and trajectory for developing successful and satisfying long-term client relationships. In this workshop, we will discuss the psychological aspects at play in a client/planner relationship during the prospect stage of the process including client and advisor beliefs and biases. In addition, we will explore how to develop effective communication that connects to the client’s emotional brain, sets clear expectations, and builds motivation to take positive actions in their financial lives.
4 CE accepted by the CFP Board
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27Mar
2025
Webinar
In this book review webinar, will explore The Happiness Hypothesis by Jonathan Haidt, a groundbreaking book that combines philosophy, psychology, and science to uncover the secrets of happiness. Learn the key themes and insights from the book and key takeaways to apply in your work with clients!
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5Apr
2025
Online Course
This course is an MQ Research & Education™ hosted event.
Join MQ’s Financial Behavior Specialist Derek Hagen, CFA, CFP®, CFT-I™, FBS®, CIPM as he leads students through an eight-week course.
Up to 15.0 CFP CE accepted by the CFP Board.
Up to 15.0 AFC CEU accepted by AFCPE.
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21May
2025
Training
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
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5Jun
2025
Webinar
Do you have a question about how or when to use an MQ Tool? Do you have a tricky client problem that you haven’t solved yet? Have you had an experience for which you’d like to hear an expert opinion? Join us for a general discussion led by MQ President Amy Mullen, CFP® and Financial Behavior Specialist Derek Hagen, CFP®.
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6Sep
2025
Online Course
This course is an MQ Research & Education™ hosted event.
This five-session, ten-week course is designed to help financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values. 13.5 CFP CE accepted by the CFP Board.
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16Sep
2025
MQ Gathering
We will see you in Minneapolis, MN for the 2025 MQ Gathering! More details to follow, but Early Bird registration is now open!
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