TOWARDS AWARE AND VALUES-BASED INVESTING.View all main articles
6.5 CE accepted by the CFP Board! Money Quotient University's 10-week, 5-session course, Towards Aware and Values-Centered Investing, will begin on September 10. This course is designed for financial professionals ready to engage in out-of-the-box thinking regarding options for clients who want to a) know their investments are doing no harm; and/or b) actively engage in making the world a better place via their investments. Building upon their recent MQ Webinar, Values Based Investing, instructor Marco Vangelisti and contributing MQ Partner Johnny Roland will help financial planners understand investment options and tools available to help clients truly align their financial and life plans with their values. This course is available to everyone, including non-MQ Partners. MORE INFO / REGISTER
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Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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