TOWARDS AWARE AND VALUES-BASED INVESTING.View all main articles
6.5 CE accepted by the CFP Board! Money Quotient University's 10-week, 5-session course, Towards Aware and Values-Centered Investing, will begin on September 10. This course is designed for financial professionals ready to engage in out-of-the-box thinking regarding options for clients who want to a) know their investments are doing no harm; and/or b) actively engage in making the world a better place via their investments. Building upon their recent MQ Webinar, Values Based Investing, instructor Marco Vangelisti and contributing MQ Partner Johnny Roland will help financial planners understand investment options and tools available to help clients truly align their financial and life plans with their values. This course is available to everyone, including non-MQ Partners. MORE INFO / REGISTER
Community UpdatesView all community updates
Jane Mepham’s Work at The Harvard Business School
Jane Mepham, a Ken Gillaspie Legacy Fund recipient in 2021, continues to impress the MQ…
July MQ Partners Celebrating Anniversaries!
In July, the following MQ Partners celebrated their 5+ year anniversaries with the MQ Community!…
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Using MQ Tools as Part of Your Marketing Materials
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 Fundamentals Training course has closed. Please email us to be added to our wait-list! Registration for the virtual training beginning on September 28 is still open.
Upcoming EventsView all events
MQ Open Forum: Visualizing Generosity: A Goal-Setting Journey for Existing Clients
Join us as we discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one’s time, energy, or money that aligns with that individual’s core values.
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Latest from the MQ BlogView all blog posts
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…
How Financial Planners Can Support Behavior Change
In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…