MI for Advisors: Motivational Interviewing Bootcamp
Up to 15.0 CFP CE accepted by the CFP Board.
Up to 12.0 AFC CEU accepted by AFCPE.
Derek Hagen, CFA, CFP®, CFT™, FBS®, CIPM will guide students through an eight-week course that will begin on October 18, 2025 and conclude on December 15, 2025.
An MQ Partnership is not required to register for this course!
PLEASE NOTE: The textbook will not be provided for you. We suggest you acquire a copy of Motivational Interviewing: Helping People Change and Grow, 4th edition, by William Miller and Stephen Rollnick. (If you already own a copy of the 3rd edition, you do not need to buy the 4th edition!)
Purpose
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.
MI is particularly valuable for understanding client motivation, addressing ambivalence, and supporting clients in making informed decisions. This course will introduce you to MI tools to help you integrate MI into your practice and help you build stronger client relationships, improve communication, and enhance client trust and satisfaction.
Throughout the course, you’ll learn how to apply MI techniques through a combination of lectures, practical exercises, reading, and Q and A calls. By the end of the course, you will be equipped to effectively motivate and guide your clients toward their objectives, resulting in better outcomes for both you and your clients.
Course Requirements
Each session of this five-session, ten-week course will include:
- A recorded lecture
- Required reading
- Online interaction with the instructor and students
- Completion of an online learning assessment
This course is self-paced; however, requirements for each session must completed within the weekly time frame. Additional instruction will be provided via the online virtual MQ Classroom platform.
About Derek Hagen, CFA, CFP®, CFT™, FBS®, CIPM
Derek is Money Quotient’s Financial Behavior Specialist and Director of Education and Communication. He has been featured in The Wall Street Journal, Kitces Nerd’s Eye View, Standard Deviations, and the Human Side of Money. He writes about money, meaning, purpose, and happiness using simple drawings in his weekly newsletter and blog. He earned an economics degree from Minnesota State University and a graduate certificate in financial psychology from Creighton University. He has earned the Certified Financial Planner, Chartered Financial Analyst, Certified Financial Therapist, and Certified Financial Behavior Specialist designations.
Learning Objectives
- Learn the principles of reflective listening
- Improve your listening skills
- Understand MI principles
- Apply the core skills of MI to your practice
- Understand the stages of MI and how they relate to your clients
- Learn to listen for and invite change talk to reflect it back
- Understand and navigate client ambivalence
- Facilitate and support client autonomy
- Offer advice in an MI-consistent way
Session Overview
| October 18 – 26 | Introduction and the Psychology of Change |
| October 25 – November 2 | Motivation and Ambivalence |
| November 1 – November 9 | Reflective Listening |
| November 8 – 16 | OARS Skills |
| November 15 – 23 | Engaging and Focusing |
| November 22 – 30 | Change Talk and Sustain Talk |
| November 29 – December 7 | Evoking |
| December 6 – December 14 | Planning, Advice-Giving, and Conclusion |
Additionally, there will be two live Q&A Sessions (Monday November 17 and Monday, December 15). Participation is optional, but these events are best when attended by as many students as possible!
What to Expect
CFP CE Credit
15.0 CFP CE have been acceptance by the CFP Board. CE will be awarded with the successful completion of each week’s quiz (up to 15.0 CFP CE in total over 8 weeks).
Requirements to receive the CFP CE include the following:
- Watch all recorded video lectures
- Complete assigned reading
- Interact with instructor and fellow students via online discussion forum in response to posted topics and questions
- Complete online learning assessments (acceptable passing score is 70%)
Tuition
This online course is open to MQ Partners and all financial professionals and educators.
| MQ Partners: | $400.00 | |
| All Others: | $800.00 |
Please email us if you have questions!