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.
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.
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.
Registration for this event is now closed.
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.
Registration is now CLOSED. Please email us if you would like to attend!
In today’s volatile, uncertain, complex, and ambiguous (VUCA) world, the role of financial professionals is more critical — and more challenging — than ever. The MQ Gathering is an immersive, think tank–style conference designed specifically for financial professionals seeking to deepen their understanding of the human dimensions of their work in chaotic environments.
Money Quotient welcomes MQ Veteran Partner Becky Walsh from Oak Maple Finance in Burlington, VT. Becky will share how she and her team implement and utilizes the Money Quotient materials with their firm’s clients!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
1.0 CE accepted by the CFP Board (*please see below)
How can we speak in ways that foster understanding instead of defensiveness? What does it mean to truly listen—to ourselves and to others? Join us as we explore the core principles of Nonviolent Communication, how language can escalate or de-escalate conflict (without changing the message), practical strategies to help clients (and ourselves) navigate emotionally charged conversations, and more!
Registration for this event is now closed.
1.0 CE accepted by the CFP Board
Behind every estate plan is a story: a biography shaped by childhood experiences, educational milestones, career paths, relationships, and life lessons. Join us as we explore how financial professionals can guide clients in connecting their personal histories to their estate planning decisions, turning an estate plan into a powerful expression of purpose, meaning, and legacy.
1.0 CE accepted by the CFP Board
Money scripts are frequently formed in childhood, shaped by experience, and reinforced by biases like negativity bias and confirmation bias. Join us as we explore how these core financial beliefs influence client behavior, decision-making, and resistance to change. You’ll learn why giving more information isn’t always enough, how to recognize when scripts are at play, and how to gently help clients investigate whether those beliefs are serving them—or holding them back.
1.0 CE accepted by the CFP Board
In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty — they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous. These conditions don’t just challenge financial plans; they test emotional resilience, decision-making clarity, and personal well-being. Join us to learn how financial planners can better support clients facing the psychological and emotional toll of a VUCA world.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
1.0 CE accepted by the CFP Board
Retirement is no longer a one-size-fits-all concept. Some may face a mismatch between their expectations and the realities of retirement, struggling to adjust to a new phase of life without the right tools, strategies, or conversations to guide them. In this webinar, we will explore how retirement planning is shifting from a purely financial goal to a more holistic, multi-dimensional experience. We will also discuss the history of retirement and the evolution of society’s perception of this life stage, shedding light on how it has transformed over time and what the future might hold.
