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

MQ Educational Offerings Now Approved for AFCPE CEU

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Oct 21, 2024

We are excited to announce that Money Quotient now offers CEUs for AFC® (Accredited Financial Counselor) professionals who participate in our training programs! This new offering is in addition to the CFP® CE credits we have provided for years, allowing a wider range of financial professionals to enhance their skills through our research-based and client-centered approach. “Providing CEUs for both CFP® professionals and AFC® counselors allows us to extend the reach of our educational offerings to even more financial professionals dedicated to making a difference in their clients’ lives,” said MQ Director of Education and Communication Derek Hagen, CFP®, CFA, FBS®, CFT™. We look forward to supporting the professional growth of AFC® counselors as they join our MQ community and continue their journey toward delivering meaningful, life-centered financial guidance.

Community Updates

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Congratulations to our 20-Year Anniversaries!

Oct 21, 2024

Congrats to all the MQ Partners who are celebrating their 20+ year Anniversaries! We are…

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Ann Garcia on Kitces Advisor Success Podcast

Oct 21, 2024

Ann Garcia was recently featured on the Kitces Financial Advisor Success podcast. In this episode,…

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Trending Online Links

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Kitces and Carl Talk About Financial Life Planning

Oct 21, 2024

In this episode of  Kitces and Carl. In this episode, Michael Kitces and Carl Richards…

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Derek Hagen on the How Did We Get Here? Podcast

Oct 21, 2024

Jess Bost and Mark Newfield invited Money Quotient's Financial Behavior Specialist and Director of Education…

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Did You Know

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New Blog Columns

Oct 21, 2024

We are excited to introduce three new blog columns designed to help you help your clients.

True Wealth Compass, written by Amy Mullen, focuses on all things True Wealth. It’s the same blog you’ve been seeing with a new name.

Life Planning Weekly, written by Derek Hagen, is for advisors about how to learn how to utilize life planning concepts.

Meaningful Money, written by Derek Hagen, is consumer-focused and highlights the psychological aspects of money and meaningful living.

Upcoming MQ Fundamentals

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21 Jan

MQ Fundamentals of True Wealth™ Planning Training Course | Tucson, AZ

Registration for this event has closed!

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Upcoming Events

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22 Oct
Webinar

Creating an Engaging Client Appreciation Event

Join MQ President Amy Mullen, CFP® and Elise Huston, CFP® from JNBA Financial Advisors to discuss how you and your firm can create fun and enjoyable events that attract participation, motivate attendance, and appeal to the interests of all your clients, no matter the tenure of your professional collaboration!

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14 Nov
Intro to MQ

Introduction to Money Quotient

Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!

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Latest from the MQ Blog

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Seeking Alternate Explanations

Oct 11, 2024

Derek Hagen, CFA, CFP®, FBS®, CFT™ "Most misunderstandings in the world could be avoided if…

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Finding Meaning in Money: Nietzsche and True Wealth Planning

Sep 10, 2024

Derek Hagen, CFA, CFP®, FBS®, CFT™ "Those who have a 'why' to live can bear…

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What Are Best Practices in Values Clarification?

May 23, 2024

In order to choose the values clarification methods that would work best in your client…

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