We’re excited to announce that registration is now open for the next cohort of our popular course, MI for Advisors: Motivational Interviewing Bootcamp! This eight-week, self-paced experience begins on April 5, 2025, and is open to all financial professionals—no MQ Partnership required.
Led by Derek Hagen, CFA, CFP®, CFT™, FBS®, CIPM, this course equips advisors with evidence-based communication tools to improve client trust, deepen engagement, and support lasting behavior change. Through a mix of recorded lectures, reading, exercises, and Q&A sessions, you’ll learn how to listen reflectively, invite meaningful conversations, and empower clients to make informed, values-aligned decisions.
Earn up to 15 CFP® CE credits and 12 AFC® CEUs.
Course runs April 5 – June 1, 2025
Register here
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Celebrating the Latest Graduates of MQ’s Fundamentals of True Wealth Planning!
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Bring Your Questions to Open Office Hours – June 5
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Tim Maurer on Client Communication
In a powerful new article for his newsletter, Financial LIFE Planning, friend of MQ, Tim…
You Can Register for Multiple Events at Once
If you’re planning to register for more than one MQ event, there’s no need to go through the checkout process multiple times! Instead, you can add multiple events to your cart and check out all at once—saving time and clicks.
Here’s how it works:
- After you click “Add to Cart” for an event, a green bar will appear at the top of the page with two options: “Browse Events” and “View Cart.”
- Click “Browse Events” to return to the events page and add more registrations.
- When you’re done, click “View Cart” to see all your selected events and check out in one easy transaction.
It’s a simple way to streamline your registration experience—and make sure you don’t miss any upcoming opportunities!
Upcoming MQ Fundamentals
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Upcoming Events
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Helping Others Feel Motivated
Derek Hagen, CFA, CFP®, FBS®, CFT™ "The whole point of growth mindset is to focus…
Strengthening Client Motivation With Affirmations
Derek Hagen, CFA, CFP®, FBS®, CFT™ "The whole point of growth mindset is to focus…
Lead With Curiosity
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Be curious, not judgmental." -Ted Lasso (attributed to Walt…