“Fundamentals of True Wealth Planning” (FTWP) is our foundational training course, and serves as a prerequisite for acquiring Money Quotient tools and resources. The purpose of FTWP is to provide participants with a thorough overview of Money Quotient’s unique process for delivering life-centered financial planning services.
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.
This intensive 3-day course covers both the philosophical foundation and practical application of the MQ True Wealth model. We typically host three to four FTWP sessions per year in Portland, OR; and also conduct private sessions at the invitation of firms, study groups, and organizations. Click to Register