MQ EDUCATION
Education that changes how you lead conversations.
Most financial education teaches advisors what to recommend. Money Quotient helps advisors learn how to facilitate meaningful conversations that help clients discover what truly matters.
Why Education Matters
Knowledge is important. Facilitation is transformative.
Many financial professionals are highly trained in technical expertise. Far fewer have been taught how to help clients navigate values, purpose, priorities, transitions, and meaningful life decisions.
Money Quotient education bridges that gap — combining financial planning knowledge with communication, facilitation, and behavioral understanding.
The Advisor Journey
Learn You are here
01
Gain knowledge, understanding, and perspective. Education is where the advisor journey begins.
Implement
02
Apply the True Wealth Planning Process with tools, facilitation skills, and community support.
Grow
03
Create more meaningful client experiences, stronger relationships, and lasting impact.
Educational Pathways
Explore educational opportunities.
Learn in the way that works best for you. Financial professionals are encouraged to participate in any educational experiences that fit their interests and goals.
Live Webinars
Monthly educational experiences covering communication, planning, facilitation, implementation, and client engagement.
Monthly • 60–90 min
Workshops
Interactive learning experiences designed to deepen understanding and build practical skills.
Live • Cohort-based
Online Courses
Flexible self-paced learning available anytime from anywhere.
Self-paced
Recommended Start
Fundamentals of True Wealth Planning*
The foundational educational experience for financial professionals who want to bring greater depth, meaning, and effectiveness to client conversations.
* Completion of Fundamentals of True Wealth Planning provides eligibility for the MQ Partner pathway.
Featured Program
Fundamentals of True Wealth Planning
The foundation for meaningful planning conversations.
Continuing Education Credits Available
24
CFP CE Credits
12
IAR CE Credits
18
AFC CE Credits
Who it’s for
- Financial Advisors
- Financial Planners
- Wealth Managers
- Financial Counselors
- Financial Therapists
- Life Coaches
- Financial Educators
What participants learn
- The philosophy behind true wealth planning
- Behavioral and psychological influences on decision-making
- Facilitation techniques for transformative meetings
- Meaningful client discovery conversations
- Practical application of the Money Quotient process
Why it matters
- Creates stronger client engagement
- Builds deeper trust
- Moves your practice beyond transactional planning
What comes next
Completion qualifies professionals to pursue the MQ Partner pathway — a deeper commitment to applying the Money Quotient process in practice.
Continuing Education
Earn CE credit while expanding your impact.
Many educational offerings qualify for continuing education credit while helping advisors develop skills that strengthen client relationships and improve planning outcomes.
Learning Community
Learn alongside a community of like-minded professionals.
Money Quotient education is more than content. It is an opportunity to connect with professionals who believe planning is about helping clients live meaningful lives.
Discussion forums
Spaces to ask the hard questions and learn from peers.
Peer learning
Small-group conversations that go deeper than any course can.
Shared implementation
Compare notes with advisors actively doing the work.
Ongoing growth
A long-term path, not a one-time certificate.
From Advisors
What advisors are discovering.
“Fundamentals shifted how I think about my role. I’m no longer just an advisor — I’m a facilitator of meaningful change.”
Elena R.
CFP®
“The webinars gave me confidence to ask the questions I’d been avoiding for years. My clients lean in now.”
David K.
Wealth Advisor
“MQ education isn’t about more information — it’s about a fundamentally different way of being with clients.”
Priya S.
Financial Planner
Ready to deepen your impact?
Start building the skills that help clients move from financial decisions to meaningful lives.