Fundamentals of True Wealth™ Planning – Corning, NY


24 CE accepted by the CFP Board

Seating is limited to 18 participants. Register now to reserve your seat! 

The purpose of the “Fundamentals of True Wealth™ Planning” (FTWP) training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-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 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.


This training is open to everyone.

Please email Jim if you have any questions.

Location, Travel, and Lodging

Our hosts from Rooted Planning Group in Corning, NY have arranged for this FTWP training session to be held in their home office (10 East Market Street, Corning, NY 14830).

Lodging options include:

Please note that you are responsible for arranging your own transportation and lodging, in addition to the fee to attend.

Airports nearest to Corning, NY include:

  • Elmira/Corning (ELM) Airport (8.2 miles)
  • Ithaca (ITH) Airport (38.8 miles)
  • Rochester (ROC) Airport (75.2 miles)
  • Syracuse (SYR) Airport (82.9 miles)
  • Buffalo (BUF) Airport 102 miles

Prices and availability may vary, as some of these are regional airports.


• 24.0 CEU credits have been approved for the “Fundamentals of True Wealth Planning™” training seminar by the CFP Board

Registration Fees and Deadlines

Registration for this hosted training event is $1,200.00 for all parties. Registration closes Friday, May 17, 2024.

Learning Opportunities

Participants will learn and experience the following:

  • The philosophical foundation of Money Quotient: (IQ + EQ = MQ).
  • The definition of life planning and its inextricable link to financial planning.
  • The essential principles that comprise Money Quotient’s unique model of Financial Life Planning.
  • The practical and emotional factors that either enhance or hinder satisfaction and financial well-being.
  • The roles and skills of a Financial Life Planner and how to define the boundaries for an ethical practice.
  • How to integrate and custom-fit Money Quotient tools and materials into your practice.
  • How to multiply the effectiveness of your discovery process.
  • How to strengthen your communication skills and build meaningful, long-lasting client relationships.
  • How to align financial advice with the unique set of values, priorities, and circumstances of the individuals and families that you serve.
  • How to use Money Quotient materials to increase awareness, engage interest, enlighten thinking, and empower action.

More Information

Download this printable syllabus for more details about what comes after the training.

We will share additional information in the coming weeks!