This course is designed to help financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values. 13.5 CFP CE accepted by the CFP Board.
MQ Research & Education™ is a 501(c)(3) non-profit organization founded on the belief that a multidisciplinary and research-based approach to financial planning, education, counseling, and therapeutic processes will guide best practices for fostering economic and personal well-being. To this end, we conduct innovative studies; form fruitful collaborations with researchers, scholars, and practitioners; and provide opportunities for in-depth learning and dialogue. Our goal is to facilitate a greater understanding of both the emotional and practical factors that support achievement of financial acumen and meaningful life goals.