Tools & Benefits for Licensing Level 1
The number of tools and benefits offered in each successive level is cumulative. In other words, as you move from level to level, the number of tools and benefits in the higher level includes everything in the previous level plus additional items. The additional tools and benefits added to each succeeding licensing level will be indicated in green.
Level 1, the “Sampler,” can be licensed prior to attending Money Quotient’s “Fundamentals of Financial Life Planning” (FFLP) training course. Levels 2, 3, and 4 can only be licensed following completion of the FFLP training course. For more information about this prerequisite, click here.
Level 1: Sampler
Where to go next:
To request that information about the M.Q. Licensing Opportunities and Fee Structure be e-mailed to you and/or to contact Money Quotient with questions, click here.