MQ Fundamentals of True Wealth™ Planning Virtual Training Course

REGISTRATION FOR THIS EVENT IS NOW CLOSED

24 CFP CE hours per the CFP Board
12 IAR CE credits per NASAA (6 Ethics, 6 Products)*
18 AFC CEUs per AFCPE

If you haven’t had a Getting Acquainted meeting with us yet, please 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. 

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 virtual Fundamentals of True Wealth™ Planning course will be held on five consecutive business days:

Wednesday, January 28 – Tuesday, February 3, 2026
9:00 am – 1:30 pm PT / 12:00 pm – 4:30 pm ET each day

(There will be no class on Saturday or Sunday.)

We strongly recommend that attendees clear their schedules of other appointments and obligations during the training.

More Information

Please review this information packet containing more detail about the daily schedule, learning objectives, attendee requirements, and what comes after the training! (Any updated versions will be posted here and emailed to registrants once available.)

Registration Fees and Deadlines

Registration (USA) closes  Friday, January 9 2026
International Registration closes Monday, December 29, 2025

December 18, 2025 – January 9, 2026: 

  • First Time Attendee: $2,400
  • Alumni Attendee: $1,560

Cancellation Policy

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

  • If you cancel on or before December 17, 2025, you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between December 18, 2025 – January 9, 2026, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after January 9, 2026.
  • 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.