Fundamentals of Financial Life Planning

Training Seminar


"The M.Q. system helps the advisor bring their unique abilities and talents into play with the best of discovery tools to provide a truly enhanced financial planning experience. Both advisor and client will appreciate the end results." -Marty Kurtz, CFP®, AIFA The Planning Center


About the Training

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 M.Q. materials and facilitate important discussions regarding implementation and related practice management issues.

A key objective of the Money Quotient "Fundamentals of Financial Life Planning" training is to expand the participants' knowledge of the M.Q. materials and to increase their understanding of how to use these tools in creating a unique and purposeful client meeting process.

A "veteran" M.Q. Licensee is always in attendance to share his/her experience and insight regarding the M.Q. tools and processes.The feedback we receive after each training course clearly indicates that the wisdom gleaned via contributions of veteran M.Q. Licensees is highly valued by the participants.

What has become crystal clear to the M.Q. Team is the value and importance of the Fundamentals seminar in equipping Licensees with the knowledge and experience they need to successfully implement the M.Q. Model of Financial Life Planning. Therefore, all new M.Q. Licensees must complete this training course prior to accessing Licensing Levels 2 through 4, and all Addditional Modules.

CLICK HERE to download the "FFLP Training Fact Sheet"

Participants Will Learn and Experience the Following:


Benefits of Completion

The following is a list of the additional benefits that you will receive after completion of this course:


Session Dates and Registration

For training dates, online registration, and information about other upcoming Learning Opportunities, please visit our Events Calendar.

To learn about in-house and hosted training options, please e-mail:


What Participants Are Saying

"The Money Quotient system will help me improve my conversations with clients and do a better job for them. I'm very excited to have learned about this approach and what it can mean for my business offering."

-Mike Leffler, CFP®, RLP® Portfolio Advisors, Inc.


"For me, it is not an exaggeration to say that my attendance at the M.Q. ‘Fundamentals Training’ session was transformative. Firstly, it was transformative for me personally, since in working through the many M.Q. tools I was able to clarify my future focus and that of my business. Secondly, in experiencing this clarity firsthand, it became obvious how transformative Financial Life Planning would be for the lives of my clients. I believe this is the future of our business…If you have been wondering how to take your practice to the next level, I suggest to you, M.Q. is it."

-Stephen Demaray, B Comm, CFP®, RHU The Personal Money Coach


"I would rate 'Fundamentals of Financial Life Planning' as one of the best workshops I have ever attended. The excellent hospitality, the training structure that was world class and thought provoking, and the camaraderie/bonding that was consciously encouraged among the participants were some of the key takeaways for me.

I would recommend this course for anyone who believes in the concept of 'Clients for Life' but doesn’t have a clear roadmap to achieve it. M.Q.'s workshop on 'FFLP' will help you get there."

-Partha Iyengar Accretus Solutions India, LLP


"The M.Q. process is a powerful, time-tested, and easy to execute methodology that will take your financial practice to the next level."

-Rick Kahler, M.S., CFP® Kahler Financial Group


"Money Quotient tools enable us to ask the right questions, allowing us to know our clients better and faster. Becoming part of the M.Q. Community will jump start your Financial Life Planning practice. You will learn what you need to know to help your clients live the lives they really want."

-Michelle Maton, CFP®, EA, ATA Aequus Wealth Management Resources


"Money Quotient is at the leading edge of integrating people’s lives into the quantitative world of personal finance. If we’re fortunate, the future of financial planning will look like this." 

-John Nelson Co-Author of What Color Is Your Parachute? for Retirement


Where to go next:

M.Q. Tools & Materials

Licensing Opportunities