Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Thursday, November 9, 2023 at 3:00pm PT / 6:00 pm ET, featuring special guest Vivienne Hsu, founder and CEO of LENDonate.
Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Tuesday, August 22, 2023 at 3:00pm PT / 6:00 pm ET.
Join us as we welcome David Yeske, CFP® and Elissa Buie, CFP®, who will discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.
Is there a silver lining in the cloud? Is it true that you should never let a good crisis go to waste? This webinar will challenge you to reflect upon and reframe all the uncertainty, anxiety, and losses we’ve experienced on so many levels since March 2020. Lessons for you as an individual, a planner, and financial planning firm will be presented to enable you to move forward with a vision, get more comfortable being uncomfortable, get clear about what’s not changing, and move with emotional, behavioral and organizational agility and grace.
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
Join us for a discussion with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World (2021).
This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
Race, ethnicity, and gender play a significant role in how consumers interact with their own finances, as well as the financial services industry. This webinar will explore:
This class began on Saturday, 9/11; however, registration will remain open until 4:00 pm PT on Friday, 9/17.
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Would you like to experience meaningful conversations with your clients on a more consistent basis? Would you like to support and facilitate positive change in their lives?
Explore the simple art of asking beautiful questions that can reveal deeper truths and unexpected wisdom!
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Please note: The course began on Monday, January 18; however, registration is still open!
Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy. Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.
This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
Dr. Lance Palmer will discuss a study that explores the relationship between self-control (or self-regulation) and financial self-efficacy, and how these two constructs interact and potentially influence financial management behaviors.
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.