“Fundamentals of Financial Life Planning” Training – Hosted Training – Oklahoma City, Oklahoma

The purpose of the “Fundamentals of Financial Life Planning” training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues.

Of key importance during Fundamentals training is expanding participant’s understanding of the sequencing of the MQ tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FFLP training is a Veteran Partner, whose extensive experience with the tools provides invaluable insight.

Registration

This training is open to everyone. Questions about the venue, catering, and other things specific to this training can be directed to Kelly at kelly@moneyquotient.org.

Location, Travel, and Lodging

Our hosts from Castleview Wealth Advisors have arranged for this FFLP training session to be held at 21 C Oklahoma City (900 W. Main Street, Oklahoma City, OK). This venue also serves as a hotel, so you can visit their website or call them at 405-982-6900 to reserve a room.

August 6 update: A block of 6 rooms is being held at 21 C Oklahoma City for this training under the name “Castleview Wealth Advisors” until September 7, at which time they will be released. Reservations made after that time will be based on availability. Devin Baldridge (dbaldridge@21chotels.com) is the Front Desk Supervisor and can be reached if additional help is needed.

Other recommended hotel options include The Skirvin Hilton Hotel and Aloft Oklahoma City Downtown – Bricktown.

Will Rogers World Airport is the preferred option for scheduling a flight to this training session.

Credits

• 15.0 CEU credits have been approved for the “Fundamentals of Financial Life Planning” training seminar by the CFP Board

Learning Opportunities

Participants will learn and experience the following:

  • The philosophical foundation of Money Quotient: (IQ + EQ = MQ).
  • The definition of life planning and its inextricable link to financial planning.
  • The essential principles that comprise Money Quotient’s unique model of Financial Life Planning.
  • The practical and emotional factors that either enhance or hinder satisfaction and financial well-being.
  • The roles and skills of a Financial Life Planner and how to define the boundaries for an ethical practice.
  • How to integrate and custom-fit Money Quotient tools and materials into your practice.
  • How to multiply the effectiveness of your discovery process.
  • How to strengthen your communication skills and build meaningful, long-lastingclient relationships.
  • How to align financial advice with the unique set of values, priorities, and circumstances of the individuals and families that you serve.
  • How to use Money Quotient materials to increase awareness, engage interest, enlighten thinking, and empower action.

“Fundamentals of Financial Life Planning” Training – Hosted Training – Portland, Maine

The purpose of the “Fundamentals of Financial Life Planning” training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues.

Of key importance during Fundamentals training is expanding participant’s understanding of the sequencing of the MQ tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FFLP training is a Veteran Partner, whose extensive experience with the tools provides invaluable insight.

Registration

This training is open to everyone. This training has very limited seats available so if you would like to attend, register right away! Questions about the venue, catering, and other things specific to this training can be directed to Kelly at kelly@moneyquotient.org.

Location, Travel, and Lodging

Our hosts at Cornerstone Planning have arranged for this FFLP training session to be held at 70 Center Street (2d floor), Portland, ME 04101. Please note that this is an office space and not a hotel.

The recommended hotel for this training session is the Holiday Inn By the Bay (88 Spring Street, Portland, ME 04101; Phone: 207.775.2311).

The Portland International Jetport is the preferred option for scheduling a flight to this training session.

Credits

• 15.0 CEU credits have been approved for the “Fundamentals of Financial Life Planning” training seminar by the CFP Board

Learning Opportunities

Participants will learn and experience the following:

  • The philosophical foundation of Money Quotient: (IQ + EQ = MQ).
  • The definition of life planning and its inextricable link to financial planning.
  • The essential principles that comprise Money Quotient’s unique model of Financial Life Planning.
  • The practical and emotional factors that either enhance or hinder satisfaction and financial well-being.
  • The roles and skills of a Financial Life Planner and how to define the boundaries for an ethical practice.
  • How to integrate and custom-fit Money Quotient tools and materials into your practice.
  • How to multiply the effectiveness of your discovery process.
  • How to strengthen your communication skills and build meaningful, long-lastingclient relationships.
  • How to align financial advice with the unique set of values, priorities, and circumstances of the individuals and families that you serve.
  • How to use Money Quotient materials to increase awareness, engage interest, enlighten thinking, and empower action.

“Fundamentals of True Wealth™ Planning” Hosted Training – San Francisco, CA

This is a private firm training.

The purpose of the “Fundamentals of True Wealth™ Planning” (FTWP, formerly known as “Fundamentals of Financial Life Planning”) training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues.

Of key importance during Fundamentals training is expanding participant’s understanding of the sequencing of the MQ tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FTWP training is a Veteran Partner, whose extensive experience with the tools provides invaluable insight.

Location, Travel, and Lodging

Our hosts at Meritas Wealth Management will host this FTWP training session in their home office in Larkspur, CA, approximately 16 miles north of San Francisco. Upon registering for this FTWP course, we will provide the address and parking instructions to you via email.

Please note that you are responsible for arranging your own transportation and lodging, in addition to the fee to attend.

Credits

• 15.0 CEU credits have been approved for the “Fundamentals of Financial Life Planning” training seminar by the CFP Board

Learning Opportunities

Participants will learn and experience the following:

  • The philosophical foundation of Money Quotient: (IQ + EQ = MQ).
  • The definition of life planning and its inextricable link to financial planning.
  • The essential principles that comprise Money Quotient’s unique model of Financial Life Planning.
  • The practical and emotional factors that either enhance or hinder satisfaction and financial well-being.
  • The roles and skills of a Financial Life Planner and how to define the boundaries for an ethical practice.
  • How to integrate and custom-fit Money Quotient tools and materials into your practice.
  • How to multiply the effectiveness of your discovery process.
  • How to strengthen your communication skills and build meaningful, long-lasting client relationships.
  • How to align financial advice with the unique set of values, priorities, and circumstances of the individuals and families that you serve.
  • How to use Money Quotient materials to increase awareness, engage interest, enlighten thinking, and empower action.

“Fundamentals of True Wealth™ Planning” Private Hosted Training – Brentwood, TN (#1/2)

This is a private firm training. 

The purpose of the “Fundamentals of True Wealth™ Planning” (FTWP, formerly known as “Fundamentals of Financial Life Planning”) training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues.

Of key importance during Fundamentals training is expanding participant’s understanding of the sequencing of the MQ tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FTWP training is a Veteran Partner, whose extensive experience with the tools provides invaluable insight.

Credits

• 15.0 CEU credits have been approved for the “Fundamentals of Financial Life Planning” training seminar by the CFP Board

Learning Opportunities

Participants will learn and experience the following:

  • The philosophical foundation of Money Quotient: (IQ + EQ = MQ).
  • The definition of life planning and its inextricable link to financial planning.
  • The essential principles that comprise Money Quotient’s unique model of Financial Life Planning.
  • The practical and emotional factors that either enhance or hinder satisfaction and financial well-being.
  • The roles and skills of a Financial Life Planner and how to define the boundaries for an ethical practice.
  • How to integrate and custom-fit Money Quotient tools and materials into your practice.
  • How to multiply the effectiveness of your discovery process.
  • How to strengthen your communication skills and build meaningful, long-lasting client relationships.
  • How to align financial advice with the unique set of values, priorities, and circumstances of the individuals and families that you serve.
  • How to use Money Quotient materials to increase awareness, engage interest, enlighten thinking, and empower action.

“Fundamentals of True Wealth™ Planning” Private Hosted Training – Brentwood, TN (#2/2)

This is a private firm training. 

The purpose of the “Fundamentals of True Wealth™ Planning” (FTWP, formerly known as “Fundamentals of Financial Life Planning”) training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues.

Of key importance during Fundamentals training is expanding participant’s understanding of the sequencing of the MQ tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FTWP training is a Veteran Partner, whose extensive experience with the tools provides invaluable insight.

Credits

• 15.0 CEU credits have been approved for the “Fundamentals of Financial Life Planning” training seminar by the CFP Board

Learning Opportunities

Participants will learn and experience the following:

  • The philosophical foundation of Money Quotient: (IQ + EQ = MQ).
  • The definition of life planning and its inextricable link to financial planning.
  • The essential principles that comprise Money Quotient’s unique model of Financial Life Planning.
  • The practical and emotional factors that either enhance or hinder satisfaction and financial well-being.
  • The roles and skills of a Financial Life Planner and how to define the boundaries for an ethical practice.
  • How to integrate and custom-fit Money Quotient tools and materials into your practice.
  • How to multiply the effectiveness of your discovery process.
  • How to strengthen your communication skills and build meaningful, long-lasting client relationships.
  • How to align financial advice with the unique set of values, priorities, and circumstances of the individuals and families that you serve.
  • How to use Money Quotient materials to increase awareness, engage interest, enlighten thinking, and empower action.

“Fundamentals of True Wealth™” Training – Hosted Training – Brentwood, TN

SOLD OUT! 

We have filled all seats for this training. Registration is still open for our virtual trainings beginning September 29, 2021 and February 23, 2022).

The purpose of the “Fundamentals of True Wealth™ Planning” (FTWP) training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues.

Of key importance during Fundamentals training is expanding participant’s understanding of the sequencing of the MQ tools and the processes for implementing the tools into their unique client meeting schedules.

Registration

This training is open to everyone.

Please email Jim if you have any questions.

Location, Travel, and Lodging

Our hosts from TrustCore in Brentwood, TN have arranged for this FFLP training session to be held in their home office (5314 Maryland Way, Suite 300; Brentwood, TN)

Nearby hotel options include:

Please note that you are responsible for arranging your own transportation and lodging, in addition to the fee to attend.

Credits

• 24.0 CEU credits have been approved for the “Fundamentals of True Wealth Planning™” training seminar by the CFP Board

Registration Fees and Deadlines

Registration for this hosted training event is $1,000 for all parties.

Learning Opportunities

Participants will learn and experience the following:

  • The philosophical foundation of Money Quotient: (IQ + EQ = MQ).
  • The definition of life planning and its inextricable link to financial planning.
  • The essential principles that comprise Money Quotient’s unique model of Financial Life Planning.
  • The practical and emotional factors that either enhance or hinder satisfaction and financial well-being.
  • The roles and skills of a Financial Life Planner and how to define the boundaries for an ethical practice.
  • How to integrate and custom-fit Money Quotient tools and materials into your practice.
  • How to multiply the effectiveness of your discovery process.
  • How to strengthen your communication skills and build meaningful, long-lasting client relationships.
  • How to align financial advice with the unique set of values, priorities, and circumstances of the individuals and families that you serve.
  • How to use Money Quotient materials to increase awareness, engage interest, enlighten thinking, and empower action.

An Introduction to the “No Rules Retirement” workbook

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for everyone else

About the Webinar

The whole concept of retirement is undergoing a metamorphosis.  Demographic, societal, and workplace trends have all converged to offer a period at midlife and beyond that is much more fluid and flexible than what most of us ever imagined.  

When planning for retirement, most individuals are discovering that the “old rules” have been thrown out and “no rules” apply.  This stage of life is no longer equated with not working, leisure, and old age.  In fact, “retirement” has become a matter of personal definition.

For this reason, the “No Rules Retirement” model advocates proactive planning throughout adulthood and in all areas of life.  In addition, retirement should not be viewed as a single event, but rather as one of the many transitions in a continuum of life experiences.  That is because the habits, attitudes, skills, values, interests, and relationships that have been honed and developed along life’s journey will continue to serve your clients well into later life.

Attend this webinar to learn about Money Quotient’s newly revised No Rules Retirement workbook that is designed to assist your clients in planning their lives and exploring their potential at midlife and beyond.  It combines a compelling and timely message with empowering self-assessment, visualization, and goal setting exercises.  In addition, this workbook can be used as a self-study guide, a framework for client meetings, or as the centerpiece of an educational workshop.

About the Presenter

Carol Anderson is the founder and President of Money Quotient.  She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services.  Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging.  As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports.

In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association, Purposeful Planning Institute, and Financial Therapy Association.  When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.

How Financial Therapy Can Aid in Your Financial Planning Practice

This webinar is an MQ University sponsored event.

1.0 CFP CE as accepted by the CFP Board

When people hear the term “financial therapy” they tend to think of a mental health professional, but that’s not it at all!  Financial Therapy is the understanding that money means more than just numbers to your clients.  Financial Therapy can aid financial planners in asking the right questions, fostering trust, and helping their clients reach their life goals—not just the financial goals.  

Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy.  Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions. 

Learning Objectives:

  • Describe what financial therapy is and what it looks like in a financial planning practice.
  • Learn the benefits of adding this perspective to a financial planning practice.
  • Describe Narrative Financial Therapy through clear steps that financial planners can integrate into their practices.
  • Demonstrate the miracle question and understand its application to financial planning work.

Instructor

Megan McCoy, Ph.D., LMFT,  CFT-I™ is a Professor of Practice at Kansas State University where she teaches courses for the Financial Therapy Certificate Program and is Director for the Personal Financial Planning Masters’ Program.  Her research interests focus on Financial Therapy and how to establish empirical evidence to support what she has observed in her clinical experiences.  Her research has been published in the Journal of Financial Therapy, Annuals of Business Review, Journal of Financial Planning, Journal of Family Economic Issues, American Journal of Family Therapy, Journal of Systemic Therapies, Women and Therapy, Journal of Couple and Family Therapy, Journal of Sex and Marital Therapy, and Journal of Creativity in Mental Health.  Dr. McCoy serves as Secretary for the Board of Financial Therapy and as Associate Editor of Profiles and Book Reviews for the Journal of Financial Therapy.  She is also a member of the MQ Research Consortium, a division of MQ Research & Education™.

CFP® CE Credit

1.0 CFP CE as accepted by the CFP Board.

Registration Fee

This webinar is open to EVERYONE!

  • Free for MQ Partners
  • $25 Fee for everyone else

This webinar is being hosted by Money Quotient Research & Education. Click Here to Register.

Issue-driven Implementation and Situational Framing

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for everyone else

At Money Quotient, we understand that financial life planning does not end after the initial discovery process with a new client.  Life’s twists and turns, opportunities and obstacles, and ever evolving relationships can cause your clients to face tough decisions, change course, or long for something new and different.  In addition, clients can run into situations where they feel stuck or something gets in the way of fully engaging in the planning process or implementing their plan.  During these times, many clients benefit from having a “thinking partner” to guide them to clarity and to help them to make mindful decisions.

In this session, MQ Vice President, Amy Mullen, CFP®, will discuss how to recognize opportunities when the use of MQ tools would be helpful to your client.  She will recommend specific tools or sequences of tools given particular issues or transitions.  Because many of the MQ tools can be used for different purposes, Amy will provide examples of how to frame the introduction of an MQ tool so that it aligns with the issue, transition, or stage of life the client is experiencing.

Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation

Amy Mullen will be giving this hour long presentation at the AFCPE® Symposium in Portland Oregon. Many other members of the MQ team will be there so stop by and say hello!

If you would like to know more about AFCPE®, check out the webinar we did with Rebecca Wiggins, Executive Director at the AFCPE®. She helped us understand what they do and how their work aligns with what we do in the Money Quotient community.

Description  

Cash flow management and life planning are services that provide immeasurable value to financial planning clients.  By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives.  Help your clients to focus on what is truly most important to them, and provide tools that will allow them to survive and thrive in all market conditions.   In addition, you will develop long-term client relationships by initiating life changing conversations and providing a service that is central to their financial well-being.

Learning Objectives

  1. Explore the reasons why most advisors want to avoid cash flow and life planning conversations. 
  2. Learn how linking cash flow management and life planning will facilitate effective goals-based financial planning.
  3. Learn how to create a powerful decision-making framework based on your client’s own values and priorities.

Registration

Everyone is welcome to attend this three day symposium put on by an organization that Money Quotient is so proud to be a member of. Click HERE for more information!

Meet the Author – Kathy Longo, CFP®, CAP®, CDFA®

Free and open to everyone!

About the Book

Planning for your financial future involves much more than “running the numbers.” Your finances are connected to every aspect of your life, and the right financial plan addresses your emotional needs, wants, core values, and vision for the future. Kathy Longo’s book Flourish Financially takes a personalized approach to finance, discussing the fiscal and psychological aspects of big transitions and life events. Kathy prompts readers to reflect on their unique money story and advises on how to start productive conversations about money with those closest to them in order to create a plan that is best for everyone.

About the Author

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.

Meet the Author – Maggie Kulyk, CRPC©

Free and open to everyone!

About the Book

We all exist inside society’s complex, all-encompassing money system, but we rarely talk about it in an honest, self-reflective way. Is it possible to live within this system with integrity and meaning – to find a deeper connection to the “heart”? The answer is YES, and Integrating Money and Meaning is the guide.

Using her own story and the stories of others she has met during her many years doing “pastoral care with money” for both individuals and spiritual communities, Maggie offers a deeply personal and honest look at the influence of money on her own life as well as the broader society. She then provides practices for bringing money out of the shadows, healing its wounds, and creating a new relationship with money based on our true “heart.” Seeing our relationship with money as central to the spiritual path helps create a more balanced, healthy life for ourselves, our families, our communities, and the planet.

About the Author

Maggie Kulyk, CRPC©, has worked in the financial industry since the early 2000s. She is the CEO and founder of Chicory Wealth, a fee-only financial life planning and sustainable wealth management firm.

Click here to learn more about Maggie!

 

 

 

 

 

 

New MQ Tools for Business Owners

For MQ Partners Only

Having clarity about what is most important and developing a decision making framework is not only helpful for individual clients in visualizing their ideal lives, but it can also be very helpful for business owners when visualizing how to grow or evolve their ideal businesses.

 

MQ Partners are invited to join MQ Vice President Amy Mullen, CFP® on Thursday, March 27 at 11:00 am PT/2:00 pm ET for a demonstration and discussion of “New MQ Tools for Business Owners.”

 

During this hour-long webinar, Amy will unveil new MQ tools & resources that were specifically designed to use with clients who own their own businesses. She will provide an overview of a new client meeting template showing MQ’s recommended sequence for the tools that aligns with the five stages of the MQ True Wealth™ Process and covers each of the four inquiry categories.

 

You will also hear from our guest MQ Veteran Partners from AVID Advisory & Investment Group (avidplanning.com), who have been testing out the new tools and are excited to share their experiences and insights.

 

A lively Q&A will follow, so be prepared to ask questions!

Unlocking the Magic of Intrinsic Motivation

Description:

In Drive: The Surprising Truth About What What Motivates Us, author Daniel Pink explores the latest scientific research on human motivation.  In particular, he focuses on the quality of motivation that is influenced by extrinsic aspirations versus intrinsic aspirations.  In addition, he defines the three key elements of true motivation.  

  1. Autonomy—the desire to direct our own lives
  2. Mastery—the urge to get better and better at something that matters
  3. Purpose—the yearning to do what we do in the service of something larger than ourselves

All three components represent inner drives that—when liberated and working together—result in happier, more productive, and more fulfilling lives. 

Learning Objectives:

  1. Summarize key points in Drive and relate to our mutual goals of mastering and promoting the principles and practices of client-centered planning.
  2. Explain the evolution of our “human operating system” from Motivation 1.0 to Motivation 3.0.
  3. Discuss ways to integrate and leverage the three key elements of Motivation 3.0—Autonomy, Mastery, and Purpose—into your interactions and planning work with clients.

Purposeful Quote:  “We’re designed to be active and engaged.  And we know that the richest experiences in our lives aren’t when we’re clamoring for validation from others, but when we’re listening to our own voice—doing something that matters, doing it well, and doing it in the service of a cause larger than ourselves.”   —Daniel Pink

Reading Recommendation:  Drive: The Surprising Truth About What Motivates Us by Daniel H. Pink

Registration:

You do not need to be a member of the Purposeful Planning Institute to listen in. Click HERE for how to register.

Using More Beautiful Questions to Unlock Breakthrough Changes for Your Clients and Yourself

 

 

 

 

Description

Would you like to experience meaningful conversations with your clients on a more consistent basis?  Would you like to support and facilitate positive change in their lives?

Do you desire more clarity regarding your own purpose and potential?  Do you have difficulty defining a clear path to achieving your personal and professional goals?

In this course, we will explore the simple art of asking beautiful questions that can reveal deeper truths and unexpected wisdom.  We will discover that good questions open up pathways to valuable insights, fuller comprehension, and positive change.  In addition, we will take a deep-dive into understanding and practicing the art of effective inquiry.

Each class will be limited to 12 participants.

Learning Objectives

Participants who complete the course requirements will:

  • Understand the various types of questions that are the most useful for strengthening relationships and conducting productive conversations with financial planning clients.
  • Recognize strategic moments for skillfully employing open-ended, targeted, or other types of questions while working with clients in a financial planning engagement.
  • Learn how to guide clients towards completion of financial planning objectives by exploring underlying concerns, understanding sources of resistance, clarifying personal values, and identifying meaningful life goals.
  • Employ self-reflection and questioning techniques to nurture self-awareness and guide personal and professional growth.

Course Requirements

The required textbook for this course is A More Beautiful Question: The Power of Inquiry to Spark Breakthrough Ideas by Warren Berger.

Each session of this four-session, eight-week course will include a recorded lecture, online interaction with the instructor and students, and completion of an online learning assessment.

This course is self-paced, however all requirements for each session must completed within the 2-week timeframe.

Session #1: May 22 – June 6, 2021

Understanding the Power of Inquiry and Why We Stop Questioning

Session #2: June 5 – June 20, 2021

Utilizing the WHY, WHAT IF and HOW of Innovative Questioning

Session #3: June 19 – July 4, 2021

Developing and Deploying More Effective Questions in Business

Session #4: July 3 – July 18, 2021

Bringing More Beautiful Questions Into Life Everyday

CFP CE Credit

This course has been accepted for 7.5 CFP CE hours per the CFP Board.  Requirements to receive the CFP CE include the following:

  • Listen to all four 20-25 minute recorded lectures
  • Complete assigned reading from A More Beautiful Question
  • Interact with instructor and fellow students via online discussion forum in response to posted topics and questions
  • Complete online learning assessments (acceptable passing score is 70%)

Tuition

This MQU course is available to everyone.

Please note that the fee does not include a copy of the reading material. You are responsible for acquiring your own copy of the text, Warren Berger’s A More Beautiful Question: The Power of Inquiry to Spark Breakthrough Ideas.

  • MQ Partners: $400.00
  • MQ VIP Firm Partners: $320.00
  • MQ Diamond Firm Partners: $200.00
  • Others: $500.00

Instructor

Brian Farr, MA, LPC is a Financial Therapist and Licensed Professional Counselor in Portland, Oregon.  Since 2002, he has brought counseling skills into complex conversations about money.  Brian uses a variety of therapeutic and financial techniques to guide individuals and couples in identifying the patterns behind their actions, and creating successful strategies for moving forward.  Prior to becoming a professional counselor, Brian was a founding partner of an investment management firm, an owner/manager of a personnel agency, and a member and broker at the Chicago Board of Trade. 

Learn more about Brian at www.bhfarr.com.