Events

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12Oct
2024

Online Course

MI for Advisors: Motivational Interviewing Bootcamp

This course is an MQ Research & Education™ hosted event.

Join MQ’s Financial Behavior Specialist Derek Hagen, CFA, CFP®, CFT-I™, FBS®, CIPM as he leads students through an eight-week course designed to equip financial professionals with the skills and techniques of Motivational Interviewing (MI), an evidence-based communication method that helps clients find the motivation to make positive decisions and achieve their objectives.

12.0 CFP CE pending acceptance by the CFP Board.

12.0 AFC CEU accepted by AFCPE.

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6Sep
2025

Online Course

Towards Aware and Values-Centered Investing

This course is an MQ Research & Education™ hosted event.

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.

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