The 2023 Ken Gillaspie Legacy Fund Scholarship Application is Available!View all main articles
Scholarship recipients will be invited to participate in Money Quotient's Virtual “Fundamentals of True Wealth™ Planning” course in October at no cost! Applications are due by Friday, July 14, 2023. The selected recipient(s) will be notified by Wednesday, August 30, 2023. The virtual “Fundamentals of True Wealth™ Planning” course will take place on October 25-31, 2023 (no class will be held on Saturday or Sunday).
- CFP® certificants and designees
- Students enrolled in a qualified CFP® program
- CFP® Program Directors and Instructors
- Members of the Financial Planning Association (FPA) and/or National Association of Personal Financial Advisors (NAPFA)
Community UpdatesView all community updates
MQ Partner Laura Stansell Named to Forbes’ “Top Women Wealth Advisors” list
Operating in California, MQ Partner Lauren Stansell is the first Yeske Buie team member to…
MQ Partner Rick Kahler publishes “Coupleship Inc.”
"A romantic relationship is one of the most important emotional decisions we make in our…
Trending Online LinksView all trending online links
Amy Mullen, CFP® Explains How to Influence Client Relationships With One Simple Inquiry
Virtual meetings can help to increase convenience and availability; however, the format of such meetings…
Psychological Factors that Affect African American’s Financial Well-Being
Unfortunately, the financial security and well-being to navigate the unexpected and fulfill long-term goals is…
Did You KnowView all
MQU’s Updated Course, “Towards Aware and Values-Centered Investing,” Can Earn You 13.5 CFP CE credits!!
The course is designed to help financial advisors and financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values.
This course began on April 29, but it’s not too late to join us. Register now, and we’ll enroll you in the classroom right away so you can begin working on the assignments!
Instructor Marco Vangelisti has updated all five of his lectures and their respective learning assessments, and added new reading materials to his MQU course, “Towards Aware and Values-Centered Investing.” Additionally, course alumni Johnny Roland, CFP® and Angela Barbash have contributed guest lectures sharing their own experiences in implementing what they learned as students.
Successful completion of the course will earn qualified participants 13.5 CFP CE credits!
A note to course alumni: Because much of the course has been updated for Spring 2023, course alumni are invited to register at a discounted rate.
An MQ Partnership is NOT REQUIRED to register for this course.
Upcoming MQ FundamentalsView all MQ fundamentals
MQ Fundamentals of True Wealth™ Planning Training Course | Portland, OR
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Registration for this course is now closed!
Upcoming EventsView all events
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
MQ In Action – Dan Johnson, CFP®
Money Quotient welcomes Dan Johnson, CFP®, a solo practitioner finishing his first year as an MQ Partner. We look forward to hearing how he is implementing and utilizing the Money Quotient materials!
Latest from the MQ BlogView all blog posts
Listen to Understand: The True Purpose of Client Discovery
In our work with financial planners, we frequently point out that a successful practice is…
Guiding Clients Through Life’s Challenges
As financial advisors, we often experience the privilege of being among the first to be…
What is True Client-Centered Discovery?
At Money Quotient, we believe that the most successful client relationships are built on asking…