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.
1.0 CFP CE per the CFP Board
Join us as we explore best practices for facilitating the Engage meeting—the first phase of discovery in the Money Quotient planning process. Participants will learn how to gather and integrate qualitative and quantitative information in a way that fully engages both the client’s heart and mind. Special attention will be given to helping clients identify and clarify their values, priorities, life experiences, and current circumstances while uncovering the motivations and perspectives that influence their financial decisions.
Up to 15.0 CFP CE per the CFP Board
Up to 12.0 AFC CEU per AFCPE
Up to 12.0 IAR CE per NASAA
Join MQ President Amy Mullen, CFP® and Financial Behavior Specialist Derek Hagen, CFA, CFP®, CFT™, FBS®, CIPM as they lead students through an eight-week course. MI for Advisors: Motivational Interviewing Bootcamp is a comprehensive course designed to equip financial professionals with the skills and techniques of Motivational Interviewing (MI), an evidence-based communication method that helps clients find the motivation to make positive decisions and achieve their objectives.
1.0 CE per the CFP Board
As the number of adults who identify as DINKs (Dual Income, No Kids) and SINKs (Single and No Kids) continues to grow, the need for financial plans that address those varying life paths and goals grows. This session covers the unique areas of focus for childfree clients, along with strategies to offer that go beyond the typical financial planning path toward retirement at 65 and transferring a large amount of wealth to the next generation.
1.0 CE per the CFP Board (pending)
Join us as we explore the third stage of the The MQ True Wealth Process. Stay tuned for additional details!
This event will be a “closed” training for invited guests. Please read on if you would like to host a training of your own!
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in the Oakland/San Francisco Bay Area!
24 CFP CE hours per the CFP Board
12 IAR CE credits per NASAA (6 Ethics, 6 Products)*
18 AFC CEUs per AFCPE
1.0 CE per the CFP Board
When a client receives a terminal or life-threatening diagnosis, most financial professionals know exactly what needs to be done. The challenge is that clients often aren’t ready to do it. Drawing on her unique background as both a CFP® professional and an end-of-life doula, Rose Zealand explores why planning gets stuck, how illness affects financial behavior, and practical ways advisors can communicate more effectively during life’s most difficult transitions.
Join us as we explore the fourth stage of the The MQ True Wealth Process.
Join us as we explore the fifth stage of the The MQ True Wealth Process.
