"Fundamentals of Financial Planning" Training - Portland, OR

Event: "Fundamentals of Financial Life Planning" Training Seminar

Dates: June 28-30, 2017

Time: 8:30AM-5:00PM each day

Location: Kennedy School | Portland, OR

This session is full so registration is closed for this event. Spots are still open for our September 12-14, 2017 FFLP Training.

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 MQ 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 MQ tools and the processes for implementing the tools into their unique client meeting schedules. Always in attendance at the FFLP training is a Veteran Licensee, whose extensive experience with the tools provides invaluable insight.

June FFLP Info Packet

June FFLP Fact Sheet

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