This free webinar session presented by M.Q. Vice President, Amy Mullen, will provide details on the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.

The First Step Cash Management System™ will help your clients to gain a better understanding of their current financial situation, be aware of the resources they have available, and make plans for the future. In addition, the system will assist them in communicating the purpose money serves in their household. This discovery process will result in a financial plan that is true to your client’s values and goals, inspires action, and creates commitment.

To learn more about First Step, click the links below to download informational documents:

First Step Fact Sheet

More about First Step

The webinar will take place Thursday, June 28th from 11:00AM-12:00PM PDT / 2:00PM-3:00PM EDT.

CLICK HERE TO REGISTER ONLINE!

Money Quotient is excited to announce a new M.Q. Learning Opportunity! In this webinar, M.Q. Emeritus and Life & Business Coach, Lawrence Chambers, will introduce new perspectives which will support you in creating a more effective Financial Life Planning® business. These key perspectives are based on Lawrence's personal experience as a Financial Life Planner while he created his own Financial Life Planning practice, using the M.Q. approach.

The webinar will take place Thursday, May 31st from 11:00am-12:00pm PDT / 2:00pm-3:00pm EDT.

CLICK HERE for a detailed description and online registration!

The deadline for submitting applications for the 2012 Ken Gillaspie Legacy Fund Scholarship is April 30th! The recipient will be invited to participate in the 3-day "Fundamentals of Financial Life Planning" Training session held July 30-August 1 in Minneapolis, Minnesota. The scholarship will cover the tuition in full and up to $1,000 in related transportation, lodging, and food expenses.

The following individuals are invited to submit an application for a Money Quotient Scholarship: CFP® certificants and designees, students enrolled in a qualified CFP programs, CFP Program Directors and Instructors, and/or members of the Financial Planning Association. To be eligible for selection, applicants must not have previously attended the Money Quotient "Fundamentals of Financial Life Planning" Training course.

CLICK HERE TO DOWNLOAD THE INFORMATION AND APPLICATION PACKET! 

M.Q. is extremely excited to bring you the first round of details about our 2012 M.Q. Retreat and Post-Conference Advanced Training!  Registration is not open yet, but it will be very soon.  In the meantime, take a peek at our video on YouTube, and see below for details!

2012 M.Q. Retreat
Insight and Knowledge: Keys to Creating a Rewarding Financial Life Planning Practice
November 8-9, 2012

Our guiding theme for the 2012 M.Q. Retreat will be expanding your awareness and understanding of the multi-dimensional factors that influence your level of achievement and sense of fulfillment in your financial planning practice.  Each session will offer new insights and knowledge that will broaden and deepen your concept of Financial Life Planning®, strengthen your skills, and contribute to your personal and professional success.  This is your opportunity to explore best practices and the latest research with respected thought leaders. Fully participate in a think-tank format while you experience the inspiring and mutually supportive environment of the M.Q. Community.  

CLICK HERE TO DOWNLOAD THE INFO PACKET!

*** ADDITIONAL DETAILS AND REGISTRATION FOR 2012 RETREAT COMING SOON! ***

M.Q. President, Carol Anderson, M.S., will present a session titled, "Trust is an Inside Job: The Value of Expanding your Emotional Comfort Zone," at the 2012 FPA Retreat in Scottsdale, Arizona. The presentation will focus on research indicating that "comfort with emotion" is a serious communication challenge for most financial planners. Carol will explore the relationship between higher levels of planner comfort with emotion and higher levels of client trust, and offer solutions for increasing comfort with client emotion and ability to navigate sensitive issues.

For details on the 2012 FPA Retreat, click here.