About Money Quotient

Money Quotient (M.Q.®) develops Financial Life Planning tools and training for professionals who want to make a difference in the lives of their clients. As a non-profit 501(c)(3) organization focused on education and research, our purpose is to provide a life-centered approach that will engage, enlighten, and empower the clients you serve.

To this end, we have developed a process for building solid client relationships, conducting effective one-on-one meetings, and delivering value-added services. In addition, our practical, life-centered materials will help you get to the heart of your client's values and priorities, and create a framework to align a financial plan with their life goals.

We take pride in offering you the highest quality Financial Life Planning products and learning opportunities via affordable licensing arrangements. As an M.Q. Licensee, you will experience superior customer service, ongoing support, and a dynamic community of Financial Life Planning professionals.



M.Q. Announcements!

Posted 4/26/2016
"M.Q. Licensee Open Forum Webinar" June 28, 2016!!

During our June "M.Q. Licensee Open Forum" we will hear from M.Q. Vice President, Amy Mullen, and Veteran M.Q. Licensee, Cicily Maton, on navigating difficult conversations and sensitive issues. The remainder of the session is open for discussion on any topic, and shaped by your interests, questions, and experiences.

THIS WEBINAR IS FREE AND OPEN TO M.Q. LICENSEES ONLY!!

TUESDAY JUNE 28, 2016
11:00AM-12:00PM PDT / 2:00PM-3:00PM EDT

REGISTER NOW!!  

Posted 4/22/2016
"M.Q. Licensee Open Forum Webinar" May 24, 2016!!

During our May "M.Q. Licensee Open Forum" we will hear some tips and strategies for working with Generation X and Millenials from M.Q. Vice President, Amy Mullen, and Veteran M.Q. Licensee, Emilie Goldman.  The remainder of the session is open for discussion on any topic, and shaped by your interests, questions, and experiences.

THIS WEBINAR IS FREE AND OPEN TO M.Q. LICENSEES ONLY!!

TUESDAY MAY 24, 2016
1:00PM-2:00PM PDT / 4:00PM-5:00PM EDT

REGISTER NOW!!  

Posted 4/20/2016
December "Fundamentals of Financial Life Planning" Training!

Just announced!!  Money Quotient's "Fundamentals of Financial Life Planning" training will be held in Portland, Oregon this fall! This three-day event is scheduled for December 7-9, 2016. The purpose of the "Fundamentals of Financial Life Planning" training course is to provide participants with a thorough overview of Money Quotient's unique 5-E client meeting process for delivering holistic financial planning services. This intensive three-day course covers both the philosophical foundation and the practical application of the Money Quotient 5-E model of Financial Life Planning.

Registration link to follow soon! 

Posted 4/11/2016
"M.Q. Licensee Open Forum" Webinar April 21, 2016!

During our April "M.Q. Licensee Open Forum" we will hear from M.Q. Vice President, Amy Mullen, and Veteran M.Q. Licensee, Jonathan Millican, about creating an engaging value proposition that differentiates you and your practice. The remainder of the session is open for discussion on any topic, and shaped by your interests, questions, and experiences.

THIS WEBINAR IS FREE AND OPEN TO M.Q. LICENSEES ONLY!!

THURSDAY APRIL 21, 2016
10:30AM-11:30AM PDT / 1:30PM-2:30PM EDT

REGISTER NOW!!  

Posted 3/22/2016
August "Fundamentals of Financial Life Planning" Training!

Money Quotient's "Fundamentals of Financial Life Planning" training will be held in Portland, Oregon this summer! This three-day event is scheduled for August 24-26.   The purpose of the "Fundamentals of Financial Life Planning" training course is to provide participants with a thorough overview of Money Quotient's unique 5-E client meeting process for delivering holistic financial planning services. This intensive three-day course covers both the philosophical foundation and the practical application of the Money Quotient 5-E model of Financial Life Planning. EARLY BIRD REGISTRATION DEADLINE IS FRIDAY, JULY 22ND!

August "FFLP" Info Packet

"FFLP" Fact Sheet
 
REGISTER ONLINE!

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