1.0 CE accepted by the CFP Board
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!
Up to 15.0 CFP CE accepted by the CFP Board.
Up to 12.0 AFC CEU accepted by AFCPE.
Join MQ’s Financial Behavior Specialist Derek Hagen, CFA, CFP®, CFT™, FBS®, CIPM as he leads 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 accepted by the CFP Board
The world has changed – and so have your clients. As daily news continues to accelerate this change, it’s clear that understanding the evolving values and priorities of your clients is more important than ever. Despite financial advisors’ confidence in their client relationships, research shows a significant gap between what advisors believe they understand about their clients and what clients actually feel. Join us for a deep dive into how this “perspective gap” is impacting financial planning relationships, and discover practical strategies for re-engaging your clients.
1.0 CE accepted by the CFP Board
Many financial professionals encounter clients who have more than enough wealth — but struggle to enjoy it. In this webinar, Derek Hagen will explore why wealthy clients resist spending and how advisors can help shift their mindset. You’ll leave with practical strategies to guide clients toward more fulfilling financial decisions so they don’t just preserve wealth, but actually enjoy it!
Financial planning isn’t just about numbers; it’s about helping clients create lives filled with purpose, significance, and fulfillment. But what does it truly mean to live a meaningful life? And how can you guide clients toward deeper satisfaction? Join Derek Hagen as we explore the science of meaning in life, drawing from the work of researcher Michael Steger, Ph.D.
Understanding your clients’ core values is critical to building strong, lasting relationships and providing advice that truly resonates with their goals. However, the process of uncovering and clarifying these values can be trickier than it seems. Join us as we explore the nuances of values clarification and how to effectively facilitate this essential process with your clients.
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
With an average life span of just four thousand weeks, how should we really be thinking about time? In Four Thousand Weeks (2021), Oliver Burkeman challenges traditional productivity mindsets and offers a refreshing take on how to make the most of our limited time. Whether you’ve read the book or are hearing about it for the first time, this webinar will provide valuable reflections on time, and the meaning of financial life planning.
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®.
1.0 CE accepted by the CFP Board
Retirement is no longer a one-size-fits-all concept. Some may face a mismatch between their expectations and the realities of retirement, struggling to adjust to a new phase of life without the right tools, strategies, or conversations to guide them. In this webinar, we will explore how retirement planning is shifting from a purely financial goal to a more holistic, multi-dimensional experience. We will also discuss the history of retirement and the evolution of society’s perception of this life stage, shedding light on how it has transformed over time and what the future might hold.
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.
We will see you in Minneapolis, MN for the 2025 MQ Gathering! More details to follow, but Early Bird registration is now open!
