"Fundamentals of Financial Life Planning Training" - San Francisco, CA

"Fundamentals of Financial Life Planning" Training

November 16-18 - San Francisco, CA

This private training event for Financial Life Planning is not open for public registration.

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.

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. 

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