Fundamentals of True Wealth™ Planning – Virtual Training Course

24 CE accepted by the CFP Board!!

Early Bird pricing ends May 23th

If you haven’t yet had a Getting Acquainted meeting with us, please click here to schedule one before registering.

About the Training

The purpose of the “Fundamentals of True Wealth™ Planning” training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 5-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues.

Of key importance during the “Fundamentals” training is expanding participant’s understanding of the sequencing of the MQ tools and the processes for implementing the tools into their unique client meeting schedules.

 

New Virtual Option!

Our new virtual “Fundamentals of True Wealth™ Planning” course will be held from 9:00am-1:30pm PT/12:00pm-4:30pm ET for five consecutive days (Monday, June 14 – Friday, June 18). There will be three sessions per day, with short breaks between each.

Daily Agenda:

9:00am-10:30am PT Session 1
10:30am-10:45am PT Break
10:45am-12:00pm PT Session 2
12:00pm-12:15pm PT Break
12:15pm-1:30pm PT Session 3

The course materials, agenda, tutorial videos, and links to join our daily sessions will be organized within the Teachable.com environment. Participants will receive access to our Virtual Classroom two weeks before the session begins in order to review tutorial videos and become familiar with the technology that will be used in the class, to complete the “pre-work” that will be assigned, and to post an introduction about themselves to the other participants.

We will be using Zoom for our “virtual sessions.” This will allow us to conduct large group educational sessions, small group discussions, and paired exercises. Tutorials will be provided, and practice technology sessions can be arranged if needed.

Learning Objectives

As a result of attending this 5 session, 22.5-hour course, participants will learn and experience the following:
  • Define “life planning” and its inextricable link to the 7-step financial planning process.
  • Outline essential principles that comprise the True Wealth Planning process.
  • Learn the practical and emotional factors that either enhance or hinder life satisfaction and financial well-being.
  • Define the roles and skills of a financial life planning approach and how to determine the boundaries for an ethical practice.
  • Learn how to strengthen communication skills and build trusting, meaningful, long-lasting client relationships.
  • Learn how to multiply the effectiveness of any client discovery process.
  • Experience methods for aligning financial advice with the unique set of values, priorities, and circumstances of each financial planning client
  • Learn ways to empower clients to take action and increase their commitment to the success of the financial plan.

Credits

24.0 CFP CE accepted by the CFP Board.

Registration Fees and Deadlines

Early Bird Registration (through May 23, 2021):

  • First Time Attendee: $1,850.00
  • Alumni: $925.00
  • Non-Profit: $1,480.00
  • NAPFA Member: $1,665.00

May 24  through May 30, 2021:

  • First Time Attendee: $2,050.00
  • Alumni: $1,025.00
  • Non-Profit: $1,640.00
  • NAPFA Member: $1,845.00

A “Fundamentals of True Wealth™ Planning” training binder will be mailed to you in advance of the virtual training.

To ensure timely delivery, the deadline for U.S. resident registration will be May 30, 2021. The deadline for international registration will be May 23, 2021.

Attendee Requirements

Registering for this event means you agree to all Attendee Requirements.

We at Money Quotient are thoughtful about our processes, and we work hard to create a rich, learning experience. For that matter, we have attendee requirements in place in order to facilitate the best possible learning environment. Your engagement is crucially important, both for you as well as for the other attendees.

  • The use of webcams is required at all times during the training.
  • Complete the assigned pre-work.
  • Participate in a “tech walk through.”
  • Show up 10 minutes before the first live stream of each day.
  • Return from breaks promptly. You’ll be working very closely with a partner during the training, and your absence will affect your partner’s experience as well as your own.
  • Remove all distractions. (phone alerts, email, etc.)
  • Be present and engaged in the entirety of the live sessions

Cancellation Policy

By registering for this event you are agreeing to the below stated policies.

Any cancellation, at any time, by a registrant to whom a training binder and/or other training materials has been sent is responsible for returning the materials to Money Quotient at their own cost. No refund will be granted until Money Quotient has received these materials. 

  • If you cancel on or before May 23, 2021 you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between May 24 – June 7, 2021, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after June 7, 2021.
  • No refund will be provided to individuals who are registered but do not attend the MQ “Fundamentals” Training Session (i.e., “no shows”).