MQU Course begins in September, Inquiry Category Introductions, and more!

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.

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Ken Gillaspie scholarship recipients, MQ Partner Update, and more

With great enthusiasm, Money Quotient and MQ Research & Education proudly announce this year’s Ken Gillaspie Legacy Fund scholarship recipients!
  • Lamont Brown, MBA, CFP®, CRPC – Wealth Management Advisor at ALNA Financial Group, LLC
  • Danielle Harrison, MBA, CFP®, CFT-I™ – Founder and President, Harrison Financial Planning
  • Josh St. Laurent, CFP® – Founder and Financial Life Planner at Wealth In Yourself
As part of their award, each will attend one of our MQ Fundamentals of True Wealth™ Planning training courses in September.
We look forward to learning more about and meeting Lamont, Danielle, and Josh in the coming weeks. Congratulations!
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June’s FTWP graduates, Integrating MQ into the XYPN Tech Stack, and more! Plus, how self-efficacy can support behavior change, and an MQ Partner makes 40/40.

Our second “MQ Fundamentals of True Wealth™ Planning” virtual training of 2022 concluded earlier this month, and we are extremely proud to welcome 17 new alumni to the MQ Community! This comprehensive five-day course provided an overview of Money Quotient’s unique model of life-centered financial planning. The spirited discussions, keen insight, and enthusiastic participation elevated the experience.
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2022 MQ Retreat, KGLF Scholarship, and more! Plus, the value of regret, and Amy Mullen’s guest appearance on upcoming CE webinar

The MQ Research Consortium recently updated a 15-year-old study to explore how demographic shifts, economic uncertainties, environmental threats, political transitions, global unrest, and a worldwide pandemic have forever altered the needs and expectations of financial planning clients. The key question explored was, “Have the factors that foster higher levels of client trust and commitment changed over time?” At the 2022 MQ Retreat, lead researchers Carol Anderson, M.S., and Deanna Sharpe, Ph.D., will present the results and discuss the implications of this groundbreaking study.
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EB rates for June training, MQ Article Library, “Money Life” Podcast, and more! Plus, MQRE Research, and New Members to the MQ Community

“Early Bird” pricing for our virtual Spring Fundamentals of True Wealth™ Planning training course ends on Sunday, April 10:
  • First Time Attendee: $2,200
  • Alumni Attendee: $1,100
  • NAPFA Member: $1,980
Successful completion of this training is required to become an MQ Partner. Those who have already completed the course may find attending the course again helpful as a refresher, helping to underscore and reinforce the use of MQ’s Tools and Materials. Alumni are eligible to attend at a 50% discount.
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