Another MQ Course Approved for Full IAR CE Credit!
View all main articlesWe’re excited to share that Community Experience Implementation is now officially approved for 12 IAR CE credits—including the full 6 hours of Ethics and Professional Responsibility and 6 hours of Products & Practice required annually for Investment Adviser Representatives. This means both of MQ’s core training courses now qualify for a full year’s worth of CE, recognized by NASAA and required for IARs who practice in—or have five or more clients in—any of the following jurisdictions:
| Arkansas | California | Colorado |
|---|---|---|
| District of Columbia | 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 |
Community Updates
View all community updates
Welcome to the World, Baby Huston!
We’re thrilled to share that MQ Partner Elise Huston and her family recently welcomed their…
Becky Walsh to Host September “MQ in Action” Webinar
Our friend and MQ Partner Becky Walsh of Oak Maple Finance has been making waves!…
Trending Online Links
View all trending online links
Amy Mullen on Financial Behavior Thought Leaders Podcast
MQ President Amy Mullen recently joined Dr. Mary Bell Carlson on the Financial Behavior Thought…
Kitces & Carl Ask: Is There a Future for Planning in the Age of AI?
In a recent episode of the Kitces & Carl podcast, Michael Kitces and Carl Richards…
Did You Know
View all
Early Bird pricing for the 2025 MQ Gathering ends next week — July 31!
If you’re planning to attend our immersive think tank in Minneapolis this September, now’s the time to register and save.
This year’s theme — Navigating the VUCA World — is all about equipping financial professionals with the insight, language, and presence to support clients (and themselves) through volatility, uncertainty, complexity, and ambiguity.
The MQ Gathering is not your typical conference. It’s a space to slow down, reflect deeply, and connect meaningfully with peers who care about the human side of money as much as you do.
September 16–18, 2025
Hosted by JNBA Financial Advisors – Minneapolis, MN area
Register by July 31 to lock in Early Bird pricing ($900)
Upcoming MQ Fundamentals
View all MQ fundamentalsMQ Fundamentals of True Wealth™ Planning Training Course | Minneapolis, MN
Registration for this event is now closed.
Upcoming Events
View all eventsLegacy of the Self: Using Client Biography to Guide Meaningful Estate Planning
1.0 CE accepted by the CFP Board
Behind every estate plan is a story: a biography shaped by childhood experiences, educational milestones, career paths, relationships, and life lessons. Join us as we explore how financial professionals can guide clients in connecting their personal histories to their estate planning decisions, turning an estate plan into a powerful expression of purpose, meaning, and legacy.
Communicating with Clarity and Compassion: Insights from Nonviolent Communication
1.0 CE accepted by the CFP Board (*please see below)
How can we speak in ways that foster understanding instead of defensiveness? What does it mean to truly listen—to ourselves and to others? Join us as we explore the core principles of Nonviolent Communication, how language can escalate or de-escalate conflict (without changing the message), practical strategies to help clients (and ourselves) navigate emotionally charged conversations, and more!
Latest from the MQ Blog
View all blog posts
Soft Skills in the Age of AI: What Sets Human Advisors Apart
Derek Hagen, CFA, CFP®, FBS®, CFT™ "People don't care how much you know until they…
Is AI a Tool or a Crutch? How to Use It Without Losing Your Edge
Derek Hagen, CFA, CFP®, FBS®, CFT™ "People have become the tools of their tools." -Henry…
Stop Asking “Why?”
Derek Hagen, CFA, CFP®, FBS®, CFT™ "A single well-timed reflection can be more powerful than…

