31Mar
2026
26Mar
2026
Webinar
Estate planning can be one of the most emotionally charged and easily postponed aspects of a client’s financial life. That’s why Money Quotient and EncorEstate Plans are joining forces to make the process more human, accessible, and effective. Join us as Amy N. Mullen, CFP®, President of Money Quotient, and Matt Morris, CEO and Co-Founder of EncorEstate Plans, introduce their new strategic partnership and share how each organization empowers advisors to guide clients through estate planning with both confidence and compassion.
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10Mar
2026
Motivational Interviewing, Webinar
Learn what Motivational Interviewing is, how to use it in your financial planning practice, and about the skills that will make you a better listener, both in your practice and in your life. These skills are asking open-ended questions/prompts, affirmations, reflections, and summaries.
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17Feb
2026
Webinar
Advisors don’t win by having the best prompts—they win by having the best presence. Learn how to leverage AI to boost productivity without outsourcing the human skills that create trust and momentum with clients and establish practical guardrails that keep AI as a tool—not a crutch—so your listening, memory, and judgment get sharper, not softer.
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28Jan
2026
22Jan
2026
Webinar
Learn why your clients may pay you for your advice only to ignore it. Using tools from financial psychology, neuroscience, motivational interviewing, and behavioral finance, you’ll learn about the stages of change clients go through, how their brains respond to stress (including how just being in your office is stressful), and how to help them find their own motivation to change.
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13Jan
2026
Webinar
Longer life spans increase the likelihood that your client will live beyond the capacity to sustain an independent lifestyle. Thus, a key objective of a comprehensive, holistic approach to financial planning should be helping individuals and families to make successful life transitions through all ages and stages of life. A financial planner can help clients to reframe the aging process and to focus on ways they can live richly until the day they die. Join us as we discuss MQ’s “Journey Into Elderhood!”
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6Jan
2026
4Dec
2025
Webinar
Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.
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2Nov
2025
Training
Up to 15.5 CE per the CFP Board
Up to 12 IAR CE credits per NASAA
The MQ Group Implementation Experience supports MQ Partners as they incorporate Money Quotient tools in their practice. Through the classroom curriculum, Group Communication Workshops, MQ Study Team, and client meetings, participants will have the opportunity to hone their skills with MQ Tools.
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28Oct
2025
Webinar
1.0 CE per the CFP Board
Clients don’t just bring balance sheets and goals into your office — they bring stories built on their own personal experiences. Join us as we explore the building blocks of money scripts, and how these scripts weave together into money stories. Using insights from narrative therapy to illustrate how clients create coherence in their financial lives, you will leave this webinar with tools to recognize the role of stories in client resistance and learn how to foster more meaningful, collaborative conversations about money.
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18Oct
2025
Motivational Interviewing, Online Course
Up to 15.0 CFP CE accepted by the CFP Board.
Up to 12.0 AFC CEU accepted by AFCPE.
Join MQ’s Financial Behavior Specialist Derek Hagen, CFA, CFP®, CFT™, FBS®, CIPM as he leads students through an eight-week course. MI for Advisors: Motivational Interviewing Bootcamp is a comprehensive course designed to equip financial professionals with the skills and techniques of Motivational Interviewing (MI), an evidence-based communication method that helps clients find the motivation to make positive decisions and achieve their objectives.
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15Oct
2025
14Oct
2025
Webinar
Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
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