Step #1: Learning about MQ & Getting Acquainted Meeting

If you’ve made it this far, then it sounds like you’re interested in learning more! The next best step is to schedule a one-hour intro meeting with MQ President, Amy Mullen, CFP® where you can expect to cover the following:

  • Assess your current client experience and relationships
  • Discuss your business transitions
  • Determine the best time for you to engage with MQ
  • Answer questions about training and Partnership Levels

Schedule your call here.

Hear Amy share more details about this step of our process in the short clip of the Introduction to Money Quotient webinar below.

Feel free to watch the full webinar in preparation for your meeting.



Step # 2: Fundamentals of True Wealth™ Planning

The purpose of the MQ Fundamentals of True Wealth™ Planning training is to provide participants with a thorough overview of Money Quotient's unique model of life-centered financial planning. This course 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 accessing the Money Quotient materials and benefits.

Money Quotient offers several options to attend our training, all are eligible for 24 CFP CE credits.

  • 3-day Intensive | In-Person | 8 hours/day
  • 5-day | Virtual | 5 hours/day

Private and Hosted Trainings are available too. Reach out to to learn more.

View our upcoming training dates.


Step #3: MQ Partnership Agreement Options

Money Quotient offers four different options to access our True Wealth™ Planning materials. Each MQ Partnership Level represents a package of tools and benefits, and each successive Level offers an increasing number of tools and benefits:

Sampler Level:  Sampler

Silver Level:  In-Depth Data Gathering

Gold Level:  In-Depth Data Gathering & Goal Setting

Platinum Level:  Complete True Wealth Planning Toolkit


The Sampler Level is the only available partnership package before attending Money Quotient’s “Fundamentals of True Wealth Planning” (FTWP) training course. This package is available for 3 months only and is meant to provide you the opportunity to “test drive” MQ materials and processes before investing in our more in-depth programs. Attendance at our training is a prerequisite to licensing the Silver, Gold, & Platinum Levels. (For firms with over 10 advisors, special pricing options are available.)



Step #4: Implementation Program

The purpose of the Implementation Program is to gain a deep knowledge of the entire library of tools and resources, build confidence in implementing with both new and existing clients, and learn and strengthen facilitation skills through observation, practice, and feedback. This is a mandatory engagement for all new MQ Partners and involves a three-month online course requiring between 1.5 - 2 hours per week of immersive learning and practice.

Each session is led by an esteemed MQ Veteran who has a deep understanding and practical experience with the Tools and philosophy. Portions of this program qualify for CFP® Continuing Education credits.



Step #5: Engage with MQ Community and On-Going Education

Life-long learners like those in the MQ Community don’t stop where the Implementation Program ends. Our regular programming includes monthly webinars, advanced courses, and annual events. Further, our lively online forum is a fantastic way to connect with the entire community of like-minded and life-centered advisors and coaches.

To learn more about these upcoming offerings read through the official Event Calendar.