Fundamentals of True Wealth™ Planning

The purpose of the MQ Fundamentals of True Wealth™ Planning training is to provide participants with a thorough overview of Money Quotient's unique model of life-centered financial planning. This course introduces the philosophical foundation and 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.

A key objective of this training is to expand the participants' knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process. Completing this training is a prerequisite to accessing the Money Quotient materials and benefits.

Money Quotient offers two options to attend our training, both are eligible for 24 CFP CE credits:

  • 3-day Intensive | In-Person | 8 hours/day
  • 5-day | Virtual | 5 hours/day