Successful completion of this training is required to become an MQ Partner. Those who have already completed the course may find attending the course again helpful as a refresher, helping to underscore and reinforce the use of MQ's Tools and Materials. Alumni are eligible to attend at a 50% discount.
Register soon to secure your seat and take advantage of the discounted rate!
This course has been accepted for 24 CFP Board CE hours per the CFP Board.
The MQ Article Library Features Client-Facing Materials
Money Quotient has developed an article library for financial planners who want to communicate a holistic, life-centered approach to their clients and prospective clients.
Among their many uses, these articles can:
Strengthen client loyalty by providing information relevant to their lives
Provide educational content that enlightens and inspires your clients
Attract prospective clients using an educational, life planning approach
“The Duality of Creating Financial Freedom,” is an example of one of the articles, describing the two main obstacles to financial freedom. You can learn more about the MQ Article Library by reviewing this fact sheet.
MQ Open Forum: Walking Clients Through Professional Transition
Whether you’re working with young professionals, seasoned executives, or entrepreneurial business owners, the opportunities to help your clients proactively plan their career paths are abundant. In this MQ Open Forum, we’ll talk about ways to support your client as they transition from one professional identity to another.
