MQ Fundamentals of True Wealth™ Planning Training Course | Rapid City, SD

Would you be interested in hosting a Fundamentals of True Wealth™ Planning training course in your area? MQ President Amy Mullen, CFP® can travel to your office or venue and lead you, your team, invited guests, and/or other interested Financial Advisors through our full, three-day Fundamentals course! Please email us for details!

 

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

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.

* NASAA does not endorse any particular IAR CE provider. The content and views of this course are our own and do not necessarily reflect those of NASAA or its member jurisdictions.

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 over three days:

Monday, October 26 – Wednesday, October 28
8:30 am – 5:00 pm MT

Daily Agenda:
8:30am – 10:00 am       Session 1
10:00am – 10:15am     Break
10:15am – 12:00pm     Session 2
12:00pm – 1:00pm        Lunch
1:00pm – 2:15pm           Session 3
2:15pm – 2:25pm           Break
2:25pm – 3:35pm           Session 4
3:35pm – 3:45pm           Break
3:45pm – 4:45pm           Session 5
4:45pm – 5:00pm           Harvest & Evaluations

Additional Information

An information packet and syllabus containing more detail about the daily schedule, learning objectives, attendee requirements, and what comes after the training will be posted soon.  We will also email a copy when it is ready.