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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