Tools & Benefits for Licensing Level 3

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 are 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 3:  In-Depth Data Gathering & Goal Setting


Where to go next:

Return to Licensing Level Descriptions

Level 1 Materials & Benefits

Level 2 Materials & Benefits

Level 4 Materials & Benefits

Fees for all Licensing Levels and Additional Modules

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.