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Event Calendar
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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!
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Posted 1/24/2012 Discounted "FFLP Training" Rates for FPA of Oregon/SW WA & FPA of Puget Sound! |
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Money Quotient is pleased to extend a 10% discount off regular "Fundamentals of Financial Life Planning" Training rates to all FPA of Oregon/SW Washington and FPA of Puget Sound members! The session will be held Wednesday, February 22–Friday, February 24 at the Clearwater Resort in Suquamish, Washington. For detailed information about "Fundamentals of Financial Life Planning" Training, please click on one or both of the links below: TO REGISTER ONLINE, PLEASE CLICK HERE!
Any questions about this event may be directed to:learning@moneyquotient.org. |
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Posted 1/23/2012 Two New "Mastermind Meeting" Groups Starting Soon! |
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Two new series of "M.Q. Mastermind Meetings" are scheduled to begin soon! Series 1: Offered exclusively to participants who completed the "Fundamentals of Financial Life Planning" training course in December 2011. Series 2: Open to all Licensees who completed the "Fundamentals of Financial Life Planning" training course prior to December 2011. "Mastermind Meetings" are designed to help you succeed with M.Q. materials and processes. The sessions combine brainstorming, sharing, education, and mutual support, while also fostering accountability and a commitment to contribute to the group process. "Mastermind Meetings" are a time to ask questions, share client successes and challenges, learn from others in the group, and provide valuable feedback to your peers. A homework assignment is provided at the close of each meeting to encourage exploration of the M.Q. materials and processes, and to guide experiential learning. For additional information, (including meeting details, dates/times, pricing, and registration), please use the links below: |
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Posted 1/12/2012 "Practice Management Resources Overview" Webinar! |
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A new "Practice Management Resources Overview" webinar will take place Wednesday, February 29, 2012 from 11:00AM-12:00PM PST / 2:00PM-3:00PM EST. This webinar will provide M.Q. Financial Life Planning® Tools Licensees with the opportunity to explore the M.Q. Practice Management Resources Library. Money Quotient Director of Communications, Katrina Liukko, will take you through each Practice Management Resource in detail. She will discuss the design and purpose of each resource and share the ways in which you might find it helpful to insert resources into your client meeting schedule. In addition, she will demonstrate where to locate each Practice Management Resource with a tour of the Money Quotient website. Katrina will also bring you up-to-date on newly added resources. The session will conclude with Q&A.
This FREE webinar is open to M.Q. Licensees only. CLICK HERE for details! CLICK HERE to register online! |
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Posted 12/27/2011 February "Fundamentals of Financial Life Planning" Training! |
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The first "Fundamentals of Financial Life Planning" training seminar for 2012 will take place February 22, 23, 24 in Suquamish, Washington. 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 conducted by M.Q. President, Carol Anderson, M.S., and Vice President and Director of Licensee Services, Amy Mullen, 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 M.Q. 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 M.Q. tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FFLP training is a Veteran Licensee, whose extensive experience with the tools provides invaluable insight.
For additional information about "Fundamentals of Financial Life Planning" training, please use the links below:
CLICK HERE TO REGISTER ONLINE!
CLICK HERE TO DOWNLOAD THE "FFLP FACT SHEET"
CLICK HERE TO DOWNLOAD THE FEBRUARY 2012 "FFLP TRAINING" INFO PACKET
** EARLY BIRD REGISTRATION DEADLINE FOR FEBRUARY SESSION IS JANUARY 11TH ** |
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Posted 12/19/2011 2012 Ken Gillaspie Legacy Fund Scholarship Applications Available! |
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2012 Ken Gillaspie Legacy Fund Scholarship applications are now available! The Ken Gillaspie Legacy Fund Scholarship is awarded on an annual basis and provides the recipient with "Fundamentals of Financial Life Planning Training" tuition paid 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 learn more about the Ken Gillaspie Legacy Fund. CLICK HERE to download the 2012 Scholarship Application Packet. |
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