Fundamentals of True Wealth™ Planning Training
Your first step to mastering Financial Life Planning. Fundamentals is a stand-alone training that can also unlock y our journey to becoming an MQ Partner.
Approved for 24 CFP CE credits by CFP Board and 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.
2025 MQ Fundamentals Training Schedule
"Attending MQ's Fundamentals training truly was a life-changing experience for me, personally and professionally, and just the kind of experience I want to bring my clients."
- Chris Haviaris, CPA
"The training opened my eyes to what meaningful client conversations can look like. It was a transformative experience."
- Ingrid Strauss, CFP®
"Money Quotient training isn't just about learning; it's about personal growth. By the end of the training, I felt more connected to my values and ready to help others do the same."
- Aries Jiminez, CFP®