MQ Fundamentals of True Wealth™ Planning Training Course | Oakland / Bay Area, CA

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

About the Training

The MQ Fundamentals of True Wealth™ Planning training course provides 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:

Wednesday, November 4 – Friday, November 6
8:30 am – 5:00 pm PT

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

Location and Parking

This training will be held in the Golden West Tower Building (1970 Broadway, Oakland, CA). The conference room is on the ground floor, past the elevators, at the opposite end of the building’s glass door entryway.

The building is located at the 19th Street BART line.

The on-site parking garage is usually reserved for building tenants, and fills up quickly except on Fridays. However, there are nearby, all-day parking garages within a short walking distance:

Travel and Lodging

All participants are responsible for arranging their own transportation and lodging. These are NOT covered with the cost of attending the training course.

The most convenient airports servicing the area are:

Nearby hotels include (but are not limited to):

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.  

Registration Fees and Deadlines

Registration closes Friday, October 9

Early Bird Registration (through Friday, September 18):

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

September 16 – Friday, October 9:

  • First Time Attendee: $2,600
  • Alumni Attendee: $1,690

Cancellation Policy

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

  • If you cancel on or before Friday, September 15 you will receive a full refund, minus a $100.00 processing fee.
  • If you cancel between September 15 – October 9, you will receive a 50% refund, minus a $100.00 processing fee.
  • No refund will be provided for cancellation after October 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”).

Hosting Opportunities!

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!