Events

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24May
2026

MQ Community Implementation Experience

Up to 15.5 CE per the CFP Board
Up to 12 IAR CE credits per NASAA

The MQ Group Implementation Experience supports MQ Partners as they incorporate Money Quotient tools in their practice. Through the classroom curriculum, Group Communication Workshops, MQ Study Team, and client meetings, participants will have the opportunity to hone their skills with MQ Tools.

 

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9Jun
2026

Meir Statman – A Wealth of Well-Being: A Holistic Approach to Behavioral Finance

CFP CE Pending

Money Quotient is excited to welcome Meir Statman, who will discuss his recent book, “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance,” which presents a third-generation of behavioral finance, expanding the circle of finance to describe normal people, neither rational nor irrational, striving to enhance their life well-being, beyond financial well-being.

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23Jun
2026

Facilitating Biography Conversations in Financial Planning: A Live Demonstration

1.0 CE per the CFP Board

Financial decisions are rarely shaped by numbers alone. Without understanding a client’s biography, advisors may miss critical context that affects present-day decision-making. Join us as we demonstrate how financial professionals can facilitate meaningful conversations about a client’s life experiences using structured MQ tools, and observe how exploring biography helps uncover how values were formed, how financial perspectives developed, and how past experiences may contribute to current anxieties, passions, and aspirations.

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21Jul
2026

2026 MQ Partner Update

Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.

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4Oct
2026

MQ Community Implementation Experience

Up to 15.5 CE per the CFP Board
Up to 12 IAR CE credits per NASAA

The MQ Group Implementation Experience supports MQ Partners as they incorporate Money Quotient tools in their practice. Through the classroom curriculum, Group Communication Workshops, MQ Study Team, and client meetings, participants will have the opportunity to hone their skills with MQ Tools.

 

Read more »

Event Types