Fundamentals of True Wealth™ Planning Training


Your first step to mastering Financial Life Planning. Fundamentals is a stand-alone training that can also unlock your journey to becoming an MQ Partner.

 

Approved for 24 CFP CE hours by CFP Board

Approved for 12 IAR CE credits by NASAA (6 Ethics, 6 Products) i NASAA does not endorse any particular provider of IAR CE courses. The content of this course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Approved for 18 AFC CEUs by AFCPE

"Our role is not just to teach financial literacy but to inspire and equip individuals to live lives of meaning and purpose."

Carol Anderson, MQ Founder and Financial Life Planning Pioneer

Fundamentals of True Wealth™ Planning Overview

The Fundamentals of True Wealth™ Planning training provides a comprehensive introduction to Money Quotient's unique model of Financial Life Planning. This training is designed to deepen your understanding of the philosophical foundation and academic theories behind True Wealth™ Planning, while also equipping you with practical skills and hands-on experience, using MQ tools, materials, and resources.

Explore Practical and Emotional Aspects of Money ▼
Learn how Financial Life Planning can become a good delivery option for good financial guidance.
Apply Core Principles ▼
Explore essential elements of the True Wealth™ Planning Process, including the Stage of Change Model, Appreciative Inquity, and the Principles of Adult Leanring, and their impact on financial and life satisfaction.
Enhance Client Relationships ▼
Strengthen communication skills, build trust, and create lasting connections with clients. Become a thinking partner for your clients.
Transform Engagement ▼
Discover how to maximize the effectiveness of the client discovery process and align financial strategies with their values and priorities. Learn how to engage the unengaged partner in couples.
Empower Action ▼
Learn strategies to motivate clients and drive their commitment to achieving financial success, including Self-Determination Theory.

2026 MQ Fundamentals Training Schedule

Location: Virtual

Date: Jan 28 – Feb 3, 2026

Location: Carlsbad, CA

Date: Feb 23–25, 2026

Location: Portland, OR

Date: May 13–15, 2026

Location: Virtual

Date: Aug 19 – 25, 2026

More 2026 Dates Coming Soon

Stay tuned for additional in-person and virtual training sessions.

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