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 10/30/2015
December M.Q. Training in San Francisco, CA!

Money Quotient is pleased to be headed to lovely San Francisco, California in December to conduct our "Fundamentals of Financial Life Planning" training! The session will take place Tuesday, December 8th – Thursday, December 10th at The University Club of San Francisco. The training is approved for 15.0 CEU by the CFP® Board of Standards.

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 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 Money Quotient materials and facilitate important discussions regarding implementation and related practice management issues. EARLY BIRD REGISTRATION DEADLINE IS NOVEMBER 9TH!

For details on the training, please view one or both of the documents below:

December 2015 "FFLP Training Fact Sheet"

December 2015 "FFLP Info Packet"


Posted 7/2/2015
New Monthly "M.Q. Licensee Open Forum" Webinar Series!

Are you curious about how other advisors are using the M.Q. materials?  Ever wish you could ask another Licensee about their fee structure?  Want to be able to bounce an idea off your like-minded colleagues?  Our new "M.Q. Licensee Open Forum" webinar series will allow you to do all of this and more!  These sessions offer the opportunity to tap into the depth of wisdom and breadth of experience within our M.Q. Community.  In addition, members of the the M.Q. Team will be on hand to provide feedback and offer guidance.

Each webinar will begin with a brief presentation featuring a helpful tip, strategy or resource.  The remainder of the session will be open for discussion on any topic, and shaped by your interests, questions, and experiences.

The next session will take place Wednesday, July 29th from 10:00AM-11:00AM PDT / 1:00PM-2:00PM EDT. For complete details, please view the event announcement. To register, click here! Please note: This FREE webinar session is open to current M.Q. Licensees only. (Financial Life Planning Tools & Purpose-Based Planning™ Tools).

Posted 6/15/2015
2015 M.Q. Scholarship Application Deadline is June 25th!

Applications are currently available for the 2015 Ken Gillaspie Legacy Fund Scholarship. The application deadline is Thursday, June 25.

The 2015 Ken Gillaspie Legacy Fund Scholarship recipient will be invited to participate in the 3-day "Fundamentals of Financial Life Planning" training session held August 24-26 in Portland, Oregon. The scholarship will cover the full tuition and up to $1,000 in related transportation, lodging, and food expenses.

The following individuals are invited to submit an application for the Ken Gillaspie Legacy Fund Scholarship: 1) CFP® certificants and designees, 2) Students enrolled in a qualified CFP program, 3) CFP program directors and instructors, 4) 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.

For complete details and to access the application, please view the scholarship announcement.

Posted 5/9/2015
"First Step in Action" Webinar with Steve Demaray!

Interested in learning more about the First Step Cash Management System™? Join us for our "First Step in Action" webinar, Thursday, June 11 from 10:30AM-11:30AM PDT / 1:30PM-2:30PM EDT. The "First Step in Action" webinar series provides the opportunity to hear how other financial planners are utilizing First Step. In this session, you will hear Veteran Licensee, Steve Demaray, B. Comm, CFP®, a Personal Money Coach in Ontario, Canada. Steve describes the focus of his presentation in this way: "The goal of the webinar is to provide participants with insight into the uniqueness and opportunity I believe First Step represents by sharing why I chose First Step as the cash management platform for my Money Coaching business. I will also discuss how I integrate First Step with other Money Quotient tools, who I coach, what I charge, and my marketing strategy." For complete details, please view the event announcement.

This webinar session is FREE for current M.Q. Licensees (Financial Life Planning Tools, Purpose-Based Planning™ Tools, and First Step Cash Management System™). The fee for Non-Licensees to attend is $50.00. (Those non-Licensees who choose to license First Step within 30 days of attending the webinar will receive a credit of $50.00 toward licensing fees).

Licensee Registration

Non-Licensee Registration

Posted 5/5/2015
Summer "Fundamentals of Financial Life Planning" Training!

Money Quotient's "Fundamentals of Financial Life Planning" training is returning to Portland, Oregon in this summer! This three-day event is scheduled for August 24-26, and will feature our new training model! 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 MONDAY, JULY 27TH!

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