“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.


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.


• 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.