MQ Fundamentals of True Wealth™ Planning Training Course | Portland, OR

24 CE accepted by the CFP Board

If you haven’t had a Getting Acquainted meeting with us yet, please click here to schedule one before registering. This is valuable time that will help us learn a bit more about what you’re looking for and allow us to share an overview of what it’s like to join the MQ Community. 

About the Training

The purpose of the MQ 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. This training introduces the philosophical foundation and 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.

A key objective of this training is to expand the participants’ knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process. Completing this training is a prerequisite to licensing the Money Quotient materials. Click here to learn more about our licensing levels and the tools and benefits of each. (Please note: this downloadable .PDF is updated for 2022.)

Learning Objectives

By attending this course, you 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 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 financial plan’s success.

Schedule

Our Fundamentals of True Wealth™ Planning course will be held over three days:

Monday, September 12 – Wednesday, September 14
8:30 am – 5:00 pm PT

Daily Agenda: 

8:30am – 10:00 am       Session 1
10:00am – 10:15am     Break
10:15am – 12:00pm     Session 2
12:00pm – 1:00pm        Lunch
1:00pm – 2:15pm           Session 3
2:15pm – 2:25pm           Break
2:25pm – 3:35pm           Session 4
3:35pm – 3:45pm           Break
3:45pm – 4:45pm           Session 5
4:45pm – 5:00pm           Harvest & Evaluations

More Information

Download this printable information packet for more detail about the daily schedule, learning objectives, attendee requirements, and what comes after the training.

Registration Fees and Deadlines

Early Bird Registration (through July 11, 2022):

  • First Time Attendee: $2,400
  • Alumni Attendee: $1,200
  • NAPFA Member: $2,160

July 11 – August 26, 2022:

  • First Time Attendee: $2,600
  • Alumni Attendee: $1,300
  • NAPFA Member: $2,340

Cancellation Policy

By registering for this training you agree to the following policies:

  • If you cancel on or before July 11, 2022, you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between July 12, 2022 – August 26, 2022, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after August 26, 2022.
  • No refund will be provided to individuals who are registered but do not attend the MQ “Fundamentals” Training Session (i.e., “no shows”).

Any cancellation, at any time, by a registrant who has received a training binder or other training materials is responsible for returning the materials to Money Quotient at their own cost. Money Quotient will refund the cost according to the above schedule once the materials are returned.