We’re excited to announce that Fundamentals of True Wealth Planning is now officially approved for 12 IAR CE credits—a full year’s worth of continuing education for Investment Adviser Representatives. This includes both required categories: Ethics & Professional Responsibility and Products & Practice. If you’re an IAR who practices in—or has five or more clients in—any of the following jurisdictions, you’re likely required to complete annual CE through a NASAA-approved provider:
| Arkansas | California | Colorado |
| District of Columbia (Washington, D.C.) | Florida | Hawaii |
| Illinois (effective Jan 1, 2026) | Kentucky | Maryland |
| Michigan | Minnesota | Mississippi |
| Nebraska | Nevada | New Jersey |
| North Dakota | Oklahoma | Oregon |
| Rhode Island | South Carolina | Tennessee |
| U.S. Virgin Islands | Vermont | Wisconsin |
Andrea Oliver and Jacki Liautaud Join Forces
We’re excited to share that MQ Partners Andrea Oliver and Jacki Liautaud have officially teamed…
Congratulations to Therese Govern on her retirement!
After more than two decades of guiding clients through the financial transitions of retirement—and nearly…
eMoney Advisor Article Features Financial Psychology
A new post on eMoney Advisor’s Heart of Advice blog highlights how finpsych techniques—like open-ended…
New FBKG Podcast Episode Features Ashley Quamme on Financial Psychology
In a recent episode of Financial Behavior Thought Leaders, licensed therapist and financial behavior specialist…
Webinar Recordings Sent to Everyone Who Registers
You don’t have to be an MQ Partner to attend our webinars! Whether you’re a financial professional looking to grow, or just curious about the human side of money, our live events are open to all.
Even if you can’t make it live, it’s still worth registering—everyone who signs up (Partner or not) will receive a recording afterward. That means you can catch the session on your own time and never miss out on the insight.
We’ve been ramping up our webinar offerings with fresh, thought-provoking content—and there’s more on the way. MQ Partners are encouraged to share registration links with colleagues, friends, or anyone in their network who could benefit from the conversation.
Want an easy way to stay in the loop? Follow Money Quotient on LinkedIn—we post a weekly calendar of upcoming events so you never miss what’s next!
Upcoming MQ Fundamentals
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Upcoming Events
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How Great Advisors Adapt When Conversations Don’t Go As Planned
Derek Hagen, CFA, CFP®, FBS®, CFT™ "It's not the note you play that's the wrong…
The Power of Withholding Judgment
Derek Hagen, CFA, CFP®, FBS®, CFT™ "There is nothing either good or bad, but thinking…
It Is What It Is: Helping Clients See Clearly
Derek Hagen, CFA, CFP®, FBS®, CFT™ "There is nothing either good or bad, but thinking…