Fundamentals of True Wealth Planning is now approved for 12 IAR CE Credits! Learn More
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MQ News

Another MQ Course Approved for Full IAR CE Credit!

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Jul 25, 2025

We’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
Already completed Community Experience Implementation in the past? You’re eligible to retake it as a refresher at 35% off. It’s a powerful way to revisit how you bring True Wealth Planning to life in every client interaction—while fulfilling your annual CE obligations.

Community Updates

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Welcome to the World, Baby Huston!

Jul 25, 2025

We’re thrilled to share that MQ Partner Elise Huston and her family recently welcomed their…

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Becky Walsh to Host September “MQ in Action” Webinar

Jul 25, 2025

Our friend and MQ Partner Becky Walsh of Oak Maple Finance has been making waves!…

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Trending Online Links

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Amy Mullen on Financial Behavior Thought Leaders Podcast

Jul 25, 2025

MQ President Amy Mullen recently joined Dr. Mary Bell Carlson on the Financial Behavior Thought…

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Kitces & Carl Ask: Is There a Future for Planning in the Age of AI?

Jul 25, 2025

In a recent episode of the Kitces & Carl podcast, Michael Kitces and Carl Richards…

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Did You Know

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Early Bird pricing for the 2025 MQ Gathering ends next week — July 31!

Jul 25, 2025

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)

Reserve your spot now

Upcoming MQ Fundamentals

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13 Aug

MQ Fundamentals of True Wealth™ Planning Training Course | Minneapolis, MN

Registration for this event is now closed.

 

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Upcoming Events

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5 Aug
Webinar

Legacy 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.

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21 Aug
Webinar

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!

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Latest from the MQ Blog

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Soft Skills in the Age of AI: What Sets Human Advisors Apart

Jul 23, 2025

Derek Hagen, CFA, CFP®, FBS®, CFT™ "People don't care how much you know until they…

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Is AI a Tool or a Crutch? How to Use It Without Losing Your Edge

Jul 16, 2025

Derek Hagen, CFA, CFP®, FBS®, CFT™ "People have become the tools of their tools." -Henry…

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Stop Asking “Why?”

Jul 9, 2025

Derek Hagen, CFA, CFP®, FBS®, CFT™ "A single well-timed reflection can be more powerful than…

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